401(k) · DOL Form 5500 · 2022

Freedman & Lorry, P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
22
Participants Small participant base
46th
Percentile by assets National rank
$180,723
Avg per participant Above avg balance/head
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Official DOL plan name: Freedman & Lorry, P. C. Retirement Plan · Sponsored by Freedman & Lorry, P.C. · Pennsylvania · Professional & Technical Services

$4M in assets, 22 participants

Freedman & Lorry, P.C.'s Freedman & Lorry, P. C. Retirement Plan reported $4M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,355 in Professional & Technical Services (21,562 peers)

Freedman & Lorry, P.C. multi-year trail

Freedman & Lorry, P.C.'s plans moved -30.4% in assets from 2022 to 2024; this filing shows Freedman & Lorry, P. C. Retirement Plan at $4M / 22 participants.

#9,355
in Professional & Technical Services (21,562 peers)
-37.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Freedman & Lorry, P. C. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Freedman & Lorry, P. C. Retirement Plan vs every filed plan by assets

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

$3,975,913 46th percentile higher than 46% 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

Freedman & Lorry, P. C. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freedman & Lorry, P. C. Retirement Plan is a small filing (22 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 232158375 · Freedman & Lorry, P.C. PY 2022 · 401(k)

Freedman & Lorry, P. C. Retirement Plan · $4M · 22 · 46th

  • EOY $4M
  • EOY 22
  • EOY 46th
  • EOY 401(k)
  • EOY near Bates Electric, Inc. Retirement Plan
  • EOY ind #9355

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 →

Freedman & Lorry, P. C. Retirement Plan in the asset neighbourhood

Freedman & Lorry, P. C. Retirement PlanFreedman & Lorry, P. C. Reti…$4MBates Electric, Inc. Retirement PlanBates Electric, Inc. Retirem…$4ME.J. Basler Co. Employees' Profit Sharing and Retirement Plan and TrustE.J. Basler Co. Employees' P…$4MAmerican Msc, Inc. 401(k) PlanAmerican Msc, Inc. 401(k) Pl…$4MMothership Strategies, LLC 401(k) PlanMothership Strategies, LLC 4…$4M
End-of-year total assets ($M) among Freedman & Lorry, P. C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Freedman & Lorry, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Freedman & Lorry, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.372872847066823% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $3.98M $2.77M ▼ -30.4%
Year Plans Participants Total Assets
2022 1 22 $4M
2023 1 14 $4M
2024 1 13 $3M

Freedman & Lorry, P.C. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN232158375
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Freedman & Lorry, P. C. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Freedman & Lorry, P. C. Retirement Plan, Total assets ($B): 0.003975913 · Participants: 22Freedman & Lorry, P. C. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Freedman & Lorry, P. C. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Freedman & Lorry, P. C. Retirement Plan side-by-side with 3 peers →

Freedman & Lorry, P. C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bates Electric, Inc. Retirement Plan in FL ($4M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Freedman & Lorry, P. C. Retirement Plan assets move in 2022? ▼
Freedman & Lorry, P. C. Retirement Plan contracted severely - down 37.5% during 2022, from $6M to $4M. Reported net income was -$2M.
How have Freedman & Lorry, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freedman & Lorry, P.C.'s sponsor-wide assets declined 30.4%, from $4M to $3M.
Which 401(k) plans are similar in size to Freedman & Lorry, P. C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bates Electric, Inc. Retirement Plan in FL ($4M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Freedman & Lorry, P. C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M 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 232158375.

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.