401(k) · DOL Form 5500 · 2022

Freed Maxick Cpas, P. C. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
331
Participants Below avg headcount
91st
Percentile by assets National rank
$220,421
Avg per participant Above avg balance/head
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Official DOL plan name: Freed Maxick Cpas, P. C. 401(k) Plan · Sponsored by Freed Maxick Cpas, P. C. · New York · Professional & Technical Services

$73M in assets, 331 participants

Freed Maxick Cpas, P. C.'s Freed Maxick Cpas, P. C. 401(k) Plan reported $73M in total assets and 331 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,831 in Professional & Technical Services (21,562 peers)

Coverage in New York

Freed Maxick Cpas, P. C. 401(k) Plan covers 331 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $73M.

#19,831
in Professional & Technical Services (21,562 peers)
-19.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Freed Maxick Cpas, P. C. 401(k) Plan's outsized position by total assets

Freed Maxick Cpas, P. C. 401(k) Plan vs every filed plan by assets

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

$72,959,404 Top 9% higher than 91% 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

Freed Maxick Cpas, P. C. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freed Maxick Cpas, P. C. 401(k) Plan sits mid-pack in the medium band (331 participants).

Published 5500 schedule card

Filing strip 454051133 · Freed Maxick Cpas, P. C. PY 2022 · 401(k)

Freed Maxick Cpas, P. C. 401(k) Plan · $73M · 331 · 91st

  • EBSA $73M
  • PART 331
  • TYPE 91st
  • NET 401(k)
  • BOOK near Vista Equity Partners Management, LLC Retirement Plan
  • VS-ST ind #19831

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 →

Freed Maxick Cpas, P. C. 401(k) Plan in the asset neighbourhood

Symrise Nutrition NA Retirement PlanSymrise Nutrition NA Retirem…$73MIncora Savings and Investment PlanIncora Savings and Investmen…$73MFreed Maxick Cpas, P. C. 401(k) PlanFreed Maxick Cpas, P. C. 401…$73MVista Equity Partners Management, LLC Retirement PlanVista Equity Partners Manage…$73MFirst Federal Bank 401(k) Profit Sharing PlanFirst Federal Bank 401(k) Pr…$73M
End-of-year total assets ($M) among Freed Maxick Cpas, P. C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$73M
Net Income-$18M
Employer EIN454051133
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freed Maxick Cpas, P. C.)

Sponsor-wide plan assets over time

All Freed Maxick Cpas, P. C. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 38.09697513428152% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $73M $101M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 331 $73M
2023 1 347 $88M
2024 1 349 $101M

Nearby 401(k) Plans in New York

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

Freed Maxick Cpas, P. C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Freed Maxick Cpas, P. C. 401(k) Plan, Total assets ($B): 0.072959404 · Participants: 331Freed Maxick Cpas, P. C. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Freed Maxick Cpas, P. C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Freed Maxick Cpas, P. C. 401(k) Plan side-by-side with 3 peers →

Freed Maxick Cpas, P. C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Vista Equity Partners Management, LLC Retirement Plan in CA ($73M); by covered participants it is Los Angeles County Fair Association 401(k) Profit Sharing Plan in CA (331 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (331 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 Freed Maxick Cpas, P. C. 401(k) Plan assets move in 2022? ▼
Freed Maxick Cpas, P. C. 401(k) Plan declined sharply - down 19.5% during 2022, from $91M to $73M. Reported net income was -$18M.
How have Freed Maxick Cpas, P. C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freed Maxick Cpas, P. C.'s sponsor-wide assets grew 38.1%, from $73M to $101M.
Where does Freed Maxick Cpas, P. C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Freed Maxick Cpas, P. C. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Freed Maxick Cpas, P. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vista Equity Partners Management, LLC Retirement Plan in CA ($73M, 377 participants).
Which 401(k) plans cover a similar participant headcount to Freed Maxick Cpas, P. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Los Angeles County Fair Association 401(k) Profit Sharing Plan in CA (331 participants, $17M 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 454051133.

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.