401(k) · DOL Form 5500 · 2023
Helene C. Freeman, Md, PC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $447,804
- Avg per participant High balance/head
Official DOL plan name: Helene C Freeman, Md, PC Profit Sharing Plan · Sponsored by Helene C. Freeman, Md, PC · District of Columbia · Healthcare & Social Assistance
$1M in assets, 3 participants
Helene C. Freeman, Md, PC's Helene C Freeman, Md, PC Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #4,031 in Healthcare & Social Assistance (17,684 peers)
Helene C. Freeman, Md, PC multi-year trail
Helene C. Freeman, Md, PC's plans moved +34.4% in assets from 2022 to 2024; this filing shows Helene C Freeman, Md, PC Profit Sharing Plan at $1M / 3 participants.
- #4,031
- in Healthcare & Social Assistance (17,684 peers)
- +19.6%
- assets growth YoY
Helene C Freeman, Md, PC Profit Sharing Plan among the smaller filed plans by assets
Helene C Freeman, Md, PC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,343,413 26th percentile higher than 26% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Helene C Freeman, Md, PC Profit Sharing 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. Helene C Freeman, Md, PC Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Helene C Freeman, Md, PC Profit Sharing Plan reported net income rose from -$99K in the plan year 2022 filing to $220K in the plan year 2023 filing.
- Helene C Freeman, Md, PC Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 113667976 · Helene C. Freeman, Md, PC PY 2023 · 401(k)
Helene C Freeman, Md, PC Profit Sharing Plan · $1M · 3 · 26th
- SCH $1M
- SCH 3
- SCH 26th
- SCH 401(k)
- SCH near Rescue Incorporated 401(k) Plan
- SCH ind #4031
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 Healthcare & Social Assistance retirement plans → · Plans in District of Columbia →
Helene C Freeman, Md, PC Profit Sharing Plan in the asset neighbourhood
Helene C. Freeman, Md, PC multi-year asset trail
Sponsor-wide plan assets over time
All Helene C. Freeman, Md, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 34.3974847761125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $2M |
Helene C. Freeman, Md, PC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $220K |
| Employer EIN | 113667976 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
Helene C Freeman, Md, PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Rescue Incorporated 401(k) Plan in OH ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Rescue Incorporated 401(k) Plan (OH) $1M · 8
- Ams Group 401(k) Plan (VA) $1M · 77
- Southlake Neurology 401(k) Plan (TX) $1M · 13
- Tps 401(k) Plan (CA) $1M · 4,044
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.