ESOP · DOL Form 5500 · 2022
Freedman & Goldberg Cpa's PC ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $156,632
- Avg per participant Above avg balance/head
Official DOL plan name: Freedman & Goldberg PC Employee Stock Ownership Plan · Sponsored by Freedman & Goldberg Cpa's PC · Michigan · Professional & Technical Services
$2M in assets, 11 participants
Freedman & Goldberg Cpa's PC's Freedman & Goldberg PC Employee Stock Ownership Plan reported $2M in total assets and 11 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.
- #6,053 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Freedman & Goldberg PC Employee Stock Ownership Plan holds $2M for 11 participants - about $156,632 per participant, in the lower half of filed plans by assets.
- #6,053
- in Professional & Technical Services (21,562 peers)
- +0.0%
- assets growth YoY
Freedman & Goldberg PC Employee Stock Ownership Plan among the smaller filed plans by assets
Freedman & Goldberg PC Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,722,949 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Freedman & Goldberg PC Employee Stock Ownership 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 & Goldberg PC Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 382622626 · Freedman & Goldberg Cpa's PC PY 2022 · ESOP
Freedman & Goldberg PC Employee Stock Ownership Plan · $2M · 11 · 32nd
- ASSETS $2M
- ASSETS 11
- ASSETS 32nd
- ASSETS ESOP
- ASSETS near Teksouth Corporation Employee Stock Ownership Plan
- ASSETS ind #6053
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 What is an ESOP? → · Plans in Michigan →
Freedman & Goldberg PC Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$929K |
| Employer EIN | 382622626 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Freedman & Goldberg Cpa's PC)
Sponsor-wide plan assets over time
All Freedman & Goldberg Cpa's PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 0% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $2M |
| 2023 | 1 | 15 | $2M |
| 2024 | 1 | 14 | $2M |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.1B · 1,155
- The Kendall Group Employee Stock Ownership Plan $726M · 1,817
- Project Worldwide, Inc. Employee Stock Ownership Plan $395M · 977
- Motor City Electric Co. Employee Stock Ownership Plan $191M · 209
- Bandit Holding Company, Inc. Employee Stock Ownership Plan $182M · 591
Freedman & Goldberg PC Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Teksouth Corporation Employee Stock Ownership Plan in AL ($2M); by covered participants it is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 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 (11 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.