401(k) · DOL Form 5500 · 2024
The Freedom Academy Foundation 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 399
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $23,553
- Avg per participant Low balance/head
Official DOL plan name: The Freedom Academy Foundation Retirement Plan · Sponsored by The Freedom Academy Foundation · Utah · Educational Services
$9M in assets, 399 participants
The Freedom Academy Foundation's The Freedom Academy Foundation Retirement Plan reported $9M in total assets and 399 participants in its 2024 DOL Form 5500 filing, ranking in the 54th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,350 in Educational Services (3,638 peers)
The Freedom Academy Foundation multi-year trail
The Freedom Academy Foundation's plans moved +42.3% in assets from 2022 to 2024; this filing shows The Freedom Academy Foundation Retirement Plan at $9M / 399 participants.
- #1,350
- in Educational Services (3,638 peers)
- +11.7%
- assets growth YoY
The Freedom Academy Foundation Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Freedom Academy Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,397,469 Top 46% higher than 54% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Freedom Academy Foundation Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Freedom Academy Foundation Retirement Plan sits mid-pack in the medium band (399 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Freedom Academy Foundation Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $984K in the plan year 2024 filing.
- The Freedom Academy Foundation Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- The Freedom Academy Foundation Retirement Plan reported participants rose from 361 in the plan year 2023 filing to 399 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 134255839 · The Freedom Academy Foundation PY 2024 · 401(k)
The Freedom Academy Foundation Retirement Plan · $9M · 399 · 54th
- EIN $9M
- EIN 399
- EIN 54th
- EIN 401(k)
- EIN near Hub Private Label Retirement Plan
- EIN ind #1350
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Utah →
The Freedom Academy Foundation Retirement Plan in the asset neighbourhood
The Freedom Academy Foundation multi-year asset trail
Sponsor-wide plan assets over time
All The Freedom Academy Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 42.3196075040201% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $7M |
| 2023 | 1 | 361 | $8M |
| 2024 | 1 | 399 | $9M |
The Freedom Academy Foundation filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $984K |
| Employer EIN | 134255839 |
| Plan Effective Date | 2015-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
The Freedom Academy Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Hub Private Label Retirement Plan in OR ($9M); by covered participants it is O'reilly Media, Inc. 401(k) Plan in CA (399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (399 participants); asset peers above are excluded.
- O'reilly Media, Inc. 401(k) Plan (CA) 399 · 0 off
- Nysut Staff 401(k) Plan (NY) 399 · 0 off
- Progressive Converting Inc 401(k) Plan (WI) 399 · 0 off
- Continental Broadband, LLC Retirement Plan (PA) 399 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.