401(k) · DOL Form 5500 · 2024

Pantheon Freedom, Inc. 401(k) Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
2,602
Participants Above avg headcount
92nd
Percentile by assets National rank
$51,360
Avg per participant Low balance/head
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Official DOL plan name: Achieve 401(k) Plan · Sponsored by Pantheon Freedom, Inc. · California · Finance & Insurance

$134M in assets, 2,602 participants

Pantheon Freedom, Inc.'s Achieve 401(k) Plan reported $134M in total assets and 2,602 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,516 in Finance & Insurance (8,549 peers)

Coverage in California

Achieve 401(k) Plan covers 2,602 participants in California, 4.1x the typical California plan (state average ~630 per filing). Assets: $134M.

#7,516
in Finance & Insurance (8,549 peers)
+22.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Achieve 401(k) Plan's outsized position by total assets

Achieve 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$133,639,124 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Achieve 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Achieve 401(k) Plan lands in the large band (2,602 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Achieve 401(k) Plan end-of-year assets rose from $109M in the plan year 2023 filing to $134M in the plan year 2024 filing.
  • Achieve 401(k) Plan reported net income fell from $31M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Achieve 401(k) Plan reported participants fell from 2,916 in the plan year 2023 filing to 2,602 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 844295233 · Pantheon Freedom, Inc. PY 2024 · 401(k)

Achieve 401(k) Plan · $134M · 2,602 · 92nd

  • RANK $134M
  • RANK 2,602
  • RANK 92nd
  • RANK 401(k)
  • RANK near Retirement Savings Plan for Employees of Seacoast National Bank
  • RANK ind #7516

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 Finance & Insurance retirement plans → · Plans in California →

Achieve 401(k) Plan in the asset neighbourhood

Employer Services Corporation's 401(k) Retirement PlanEmployer Services Corporatio…$134MRetirement Savings Plan for Employees of Seacoast National BankRetirement Savings Plan for …$134MAchieve 401(k) Plan$134MNeptune Technology Group Inc Retirement Savings & Investment PlanNeptune Technology Group Inc…$134MCriteo Corporation 401(k) Retirement PlanCriteo Corporation 401(k) Re…$133M
End-of-year total assets ($M) among Achieve 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$134M
Net Income$24M
Employer EIN844295233
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pantheon Freedom, Inc.)

Sponsor-wide plan assets over time

All Pantheon Freedom, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$134M 71.17665895401717% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $78.1M $134M ▲ +71.2%
Year Plans Participants Total Assets
2022 1 2,275 $78M
2023 1 2,916 $109M
2024 1 2,602 $134M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Achieve 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Achieve 401(k) Plan, Total assets ($B): 0.133639124 · Participants: 2602Achieve 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Achieve 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Achieve 401(k) Plan side-by-side with 3 peers →

Achieve 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Retirement Savings Plan for Employees of Seacoast National Bank in FL ($134M); by covered participants it is Consumer Directed Choices, Inc. 401(k) Plan in NY (2,603 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,602 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Achieve 401(k) Plan assets move in 2024? ▼
Achieve 401(k) Plan grew sharply - up 22.3% during 2024, from $109M to $134M. Reported net income was $24M.
How have Pantheon Freedom, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pantheon Freedom, Inc.'s sponsor-wide assets grew 71.2%, from $78M to $134M.
Where does Achieve 401(k) Plan rank by assets among Form 5500 filers? ▼
Achieve 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Achieve 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan for Employees of Seacoast National Bank in FL ($134M, 1,556 participants).
Which 401(k) plans cover a similar participant headcount to Achieve 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Directed Choices, Inc. 401(k) Plan in NY (2,603 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844295233.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.