Money Purchase · DOL Form 5500 · 2023

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
31st
Percentile by assets National rank
$545,128
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 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,599 in Professional & Technical Services (20,321 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.

#5,599
in Professional & Technical Services (20,321 peers)
+18.8%
assets growth YoY

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 2023 · DOL Form 5500

$2,180,510 31st percentile higher than 31% of 127,068 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 2023

Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan among micro filed plans by headcount

Plan-year 2023 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.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan reported net income rose from -$343K in the plan year 2022 filing to $345K in the plan year 2023 filing.
  • Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133256374 · Marc B. Freedman, Cpa, P.C. PY 2023 · Money Purchase

Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan · $2M · 4 · 31st

  • PART $2M
  • PART 4
  • PART 31st
  • PART Money Purchase
  • PART near Robinson Financial Corp Profit Sharing Plan
  • PART ind #5599

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

Creative Data System, Inc$2MMarc B. Freedman Cpa, P.C. Money Purchase Pension PlanMarc B. Freedman Cpa, P.C. M…$2MRobinson Financial Corp Profit Sharing PlanRobinson Financial Corp Prof…$2MDecorators and Displaymen Local 39-U Annuity PlanDecorators and Displaymen Lo…$2MWolcott Chiropractic Profit Sharing Plan 444 Wolcott Road Wolcott, Ct 06716Wolcott Chiropractic Profit …$2M
End-of-year total assets ($M) among Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$345K
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 -20246 Total assets ($B) Participants Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan, Total assets ($B): 0.00218051 · Participants: 4Marc B. Freedman Cpa, P.C. Money Purchase Pension PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron 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 Robinson Financial Corp Profit Sharing Plan in CA ($2M); by covered participants it is Unit Design Inc Mp in LA (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 2023. 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 2023? ▼
Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan grew sharply - up 18.8% during 2023, from $2M to $2M. Reported net income was $345K.
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 Robinson Financial Corp Profit Sharing Plan in CA ($2M, 2 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 Unit Design Inc Mp in LA (4 participants, $106K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.