401(k) · DOL Form 5500 · 2023
Freedom Senior Services 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1,717
- Participants Near avg headcount
- 38th
- Percentile by assets National rank
- $2,044
- Avg per participant Low balance/head
Official DOL plan name: Freedom Senior Services 401(k) Profit Sharing Plan & Trust · Sponsored by Freedom Senior Services · Kentucky · Healthcare & Social Assistance
$4M in assets, 1,717 participants
Freedom Senior Services's Freedom Senior Services 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 1,717 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #7,059 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kentucky
Freedom Senior Services 401(k) Profit Sharing Plan & Trust covers 1,717 participants in Kentucky, 2.7x the typical Kentucky plan (state average ~647 per filing). Assets: $4M.
- #7,059
- in Healthcare & Social Assistance (17,684 peers)
- +195.2%
- assets growth YoY
Freedom Senior Services 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Freedom Senior Services 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,508,758 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Freedom Senior Services 401(k) Profit Sharing Plan & Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freedom Senior Services 401(k) Profit Sharing Plan & Trust lands in the large band (1,717 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Freedom Senior Services 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Freedom Senior Services 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Freedom Senior Services 401(k) Profit Sharing Plan & Trust reported participants rose from 1,149 in the plan year 2022 filing to 1,717 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 874225504 · Freedom Senior Services PY 2023 · 401(k)
Freedom Senior Services 401(k) Profit Sharing Plan & Trust · $4M · 1,717 · 38th
- EIN $4M
- EIN 1,717
- EIN 38th
- EIN 401(k)
- EIN near Apogee 401(k) Plan
- EIN ind #7059
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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →
Freedom Senior Services 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $2M |
| Employer EIN | 874225504 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Freedom Senior Services)
Sponsor-wide plan assets over time
All Freedom Senior Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 467.8857291872589% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,149 | $1M |
| 2023 | 1 | 1,717 | $4M |
| 2024 | 1 | 2,212 | $7M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Freedom Senior Services 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Apogee 401(k) Plan in VA ($4M); by covered participants it is Toray 401(k) Savings Plan in RI (1,717 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Apogee 401(k) Plan (VA) $4M · 126
- Swain Dental, P.a. Profit Sharing Plan (NJ) $4M · 7
- Cure 4 the Kids Foundation Retirement Plan (NV) $4M · 144
- The Box 401(k) Plan (MA) $4M · 16
Similar participant headcount
Nearest other-state filings by covered participants (1,717 participants); asset peers above are excluded.
- Toray 401(k) Savings Plan (RI) 1,717 · 0 off
- Veradigm LLC. Retirement Savings Plan (NC) 1,717 · 0 off
- Bunn-O-Matic Corporation 401(k) Savings Plan and Trust (IL) 1,717 · 0 off
- Optimum Employer Solutions Retirement Plan (CA) 1,717 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.