401(k) · DOL Form 5500 · 2024

Foundation for Free Enterprise Education 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
31st
Percentile by assets National rank
$291,864
Avg per participant High balance/head
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Official DOL plan name: Foundation for Free Enterprise Education Pension Plan · Sponsored by Foundation for Free Enterprise Education · Pennsylvania · Professional & Technical Services

$2M in assets, 8 participants

Foundation for Free Enterprise Education's Foundation for Free Enterprise Education Pension Plan reported $2M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,473 in Professional & Technical Services (20,173 peers)

Foundation for Free Enterprise Education multi-year trail

Foundation for Free Enterprise Education's plans moved +67.8% in assets from 2022 to 2024; this filing shows Foundation for Free Enterprise Education Pension Plan at $2M / 8 participants.

#5,473
in Professional & Technical Services (20,173 peers)
+19.7%
assets growth YoY

Foundation for Free Enterprise Education Pension Plan among the smaller filed plans by assets

Foundation for Free Enterprise Education Pension Plan vs every filed plan by assets

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

$2,334,912 31st percentile higher than 31% 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

Foundation for Free Enterprise Education Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Foundation for Free Enterprise Education Pension Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Foundation for Free Enterprise Education Pension Plan reported net income fell from $560K in the plan year 2023 filing to $384K in the plan year 2024 filing.
  • Foundation for Free Enterprise Education Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Foundation for Free Enterprise Education Pension Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 251394365 · Foundation for Free Enterprise Education PY 2024 · 401(k)

Foundation for Free Enterprise Education Pension Plan · $2M · 8 · 31st

  • VS-ST $2M
  • BOY 8
  • SCH 31st
  • EBSA 401(k)
  • PART near Humane Society of Tampa Bay 401(k) Plan
  • TYPE ind #5473

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Foundation for Free Enterprise Education Pension Plan in the asset neighbourhood

Kay Stephens Md 401(k) Profit Sharing PlanKay Stephens Md 401(k) Profi…$2MFoundation for Free Enterprise Education Pension PlanFoundation for Free Enterpri…$2MHumane Society of Tampa Bay 401(k) PlanHumane Society of Tampa Bay …$2MStl Office Solutions, Inc. 401(k) PlanStl Office Solutions, Inc. 4…$2MAma Lighting LLC 401(k) Plan$2M
End-of-year total assets ($M) among Foundation for Free Enterprise Education Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Foundation for Free Enterprise Education multi-year asset trail

Sponsor-wide plan assets over time

All Foundation for Free Enterprise Education plans reported in each filing year

Latest sponsor-wide plan assets
$2M 67.81556984696944% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.39M $2.33M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 7 $2M
2024 1 8 $2M

Foundation for Free Enterprise Education filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$384K
Employer EIN251394365
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Foundation for Free Enterprise Education Pension Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Foundation for Free Enterprise Education Pension Plan, Total assets ($B): 0.002334912 · Participants: 8Foundation for Free Enterprise Education Pension PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Foundation for Free Enterprise Education Pension Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Foundation for Free Enterprise Education Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Humane Society of Tampa Bay 401(k) Plan in FL ($2M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Foundation for Free Enterprise Education Pension Plan assets move in 2024?
Foundation for Free Enterprise Education Pension Plan grew sharply - up 19.7% during 2024, from $2M to $2M. Reported net income was $384K.
How have Foundation for Free Enterprise Education plan assets changed over time?
Across 3 plan years on file (2022-2024), Foundation for Free Enterprise Education's sponsor-wide assets grew 67.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Foundation for Free Enterprise Education Pension Plan?
Among 401(k) plans in other states, the closest by assets is Humane Society of Tampa Bay 401(k) Plan in FL ($2M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Foundation for Free Enterprise Education Pension Plan?
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).