Money Purchase · DOL Form 5500 · 2022

Marc B. Freedman, Cpa, P.C. Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
32nd
Percentile by assets National rank
$458,858
Avg per participant High balance/head
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Official DOL plan name: Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan · Sponsored by Marc B. Freedman, Cpa, P.C. · New York · Professional & Technical Services

$2M in assets, 4 participants

Marc B. Freedman, Cpa, P.C.'s Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,268 in Professional & Technical Services (21,562 peers)

Marc B. Freedman, Cpa, P.C. multi-year trail

Marc B. Freedman, Cpa, P.C.'s plans moved +58.4% in assets from 2022 to 2024; this filing shows Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan at $2M / 4 participants.

#6,268
in Professional & Technical Services (21,562 peers)
-15.7%
assets change YoY

The plan reported a net loss of $343K 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. Money Purchase Pension Plan among the smaller filed plans by assets

Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan vs every filed plan by assets

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

$1,835,431 32nd percentile higher than 32% 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. Money Purchase Pension 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. Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 133256374 · Marc B. Freedman, Cpa, P.C. PY 2022 · Money Purchase

Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan · $2M · 4 · 32nd

  • ASSETS $2M
  • PCT 4
  • EIN 32nd
  • RANK Money Purchase
  • PHOTO near Fitzsimons Law Group, Ltd Money Purchase Pension Plan
  • IND ind #6268

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. Money Purchase Pension Plan in the asset neighbourhood

The Contractors Retirement PlanThe Contractors Retirement P…$2MFunkshun Inc Money Purchase PlanFunkshun Inc Money Purchase …$2MMarc B. Freedman Cpa, P.C. Money Purchase Pension PlanMarc B. Freedman Cpa, P.C. M…$2MFitzsimons Law Group, Ltd Money Purchase Pension PlanFitzsimons Law Group, Ltd Mo…$2MCreative Data System, Inc$2M
End-of-year total assets ($M) among Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Marc B. Freedman, Cpa, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Marc B. Freedman, Cpa, P.C. 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, P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$343K
Employer EIN133256374
Plan Effective Date1985-09-04
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan, Total assets ($B): 0.001835431 · Participants: 4Marc B. Freedman Cpa, P.C. Money Purchase Pension PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan side-by-side with 3 peers →

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

Outside New York, the nearest Money Purchase by assets is Fitzsimons Law Group, Ltd Money Purchase Pension Plan in IL ($2M); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 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 (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. Money Purchase Pension Plan assets move in 2022? ▼
Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan declined sharply - down 15.7% during 2022, from $2M to $2M. Reported net income was -$343K.
How have Marc B. Freedman, Cpa, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marc B. Freedman, Cpa, P.C.'s sponsor-wide assets grew 58.4%, from $3M to $4M.
Which Money Purchase plans are similar in size to Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Fitzsimons Law Group, Ltd Money Purchase Pension Plan in IL ($2M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants, $332K 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.