Profit Sharing · DOL Form 5500 · 2022

Marc B. Freedman Cpa PC Profit Sharing Plan

Data updated 2026-08-25

$882K
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$220,528
Avg per participant Above avg balance/head
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Official DOL plan name: Marc B. Freedman Cpa, P.C. Profit Sharing Plan · Sponsored by Marc B. Freedman Cpa PC · New York · Professional & Technical Services

$882K in assets, 4 participants

Marc B. Freedman Cpa PC's Marc B. Freedman Cpa, P.C. Profit Sharing Plan reported $882K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,285 in Professional & Technical Services (21,562 peers)

Marc B. Freedman Cpa PC multi-year trail

Marc B. Freedman Cpa PC's plans moved +58.4% in assets from 2022 to 2024; this filing shows Marc B. Freedman Cpa, P.C. Profit Sharing Plan at $882K / 4 participants.

#4,285
in Professional & Technical Services (21,562 peers)
-15.8%
assets change YoY

The plan reported a net loss of $165K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marc B. Freedman Cpa, P.C. Profit Sharing Plan among the smaller filed plans by assets

Marc B. Freedman Cpa, P.C. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$882,111 24th percentile higher than 24% of 139,123 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 2022

Marc B. Freedman Cpa, P.C. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marc B. Freedman Cpa, P.C. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 133256374 · Marc B. Freedman Cpa PC PY 2022 · Profit Sharing

Marc B. Freedman Cpa, P.C. Profit Sharing Plan · $882K · 4 · 24th

  • PCT $882K
  • PCT 4
  • PCT 24th
  • PCT Profit Sharing
  • PCT near Kiernan Holdings Inc. Retirement Plan
  • PCT ind #4285

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 New York →

Marc B. Freedman Cpa, P.C. Profit Sharing Plan in the asset neighbourhood

Marc B. Freedman Cpa, P.C. Profit Sharing PlanMarc B. Freedman Cpa, P.C. P…$882KKiernan Holdings Inc. Retirement PlanKiernan Holdings Inc. Retire…$882KE. Rivera Jimenez Profitsharing PlanE. Rivera Jimenez Profitshar…$882KMulligan Enterprises Incorporated Profit Sharing PlanMulligan Enterprises Incorpo…$883KE-Bond Epoxies, Inc. Profit Sharing Plan and TrustE-Bond Epoxies, Inc. Profit …$883K
End-of-year total assets ($M) among Marc B. Freedman Cpa, P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Marc B. Freedman Cpa PC multi-year asset trail

Sponsor-wide plan assets over time

All Marc B. Freedman Cpa PC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 58.43177400754064% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.72M $4.31M ▲ +58.5%
Year Plans Participants Total Assets
2022 2 8 $3M
2023 2 8 $4M
2024 2 8 $4M

Marc B. Freedman Cpa PC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$882K
Net Income-$165K
Employer EIN133256374
Plan Effective Date1985-09-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Marc B. Freedman Cpa, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Marc B. Freedman Cpa, P.C. Profit Sharing Plan, Total assets ($B): 0.000882111 · Participants: 4Marc B. Freedman Cpa, P.C. Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Marc B. Freedman Cpa, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Marc B. Freedman Cpa, P.C. Profit Sharing Plan side-by-side with 3 peers →

Marc B. Freedman Cpa, P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Kiernan Holdings Inc. Retirement Plan in PA ($882K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Marc B. Freedman Cpa, P.C. Profit Sharing Plan assets move in 2022? ▼
Marc B. Freedman Cpa, P.C. Profit Sharing Plan declined sharply - down 15.8% during 2022, from $1M to $882K. Reported net income was -$165K.
How have Marc B. Freedman Cpa PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marc B. Freedman Cpa PC's sponsor-wide assets grew 58.4%, from $3M to $4M.
Where does Marc B. Freedman Cpa, P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Marc B. Freedman Cpa, P.C. Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Marc B. Freedman Cpa, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kiernan Holdings Inc. Retirement Plan in PA ($882K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Marc B. Freedman Cpa, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133256374.

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.