Profit Sharing · DOL Form 5500 · 2023

Freedom Bbj Inc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Freedom Bbj Inc. Retirement Plan · Sponsored by Freedom Bbj Inc · North Carolina · Finance & Insurance

$1M in assets, 1 participants

Freedom Bbj Inc's Freedom Bbj Inc. Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,447 in Finance & Insurance (8,869 peers)

Freedom Bbj Inc multi-year trail

Freedom Bbj Inc's plans moved +64.5% in assets from 2022 to 2024; this filing shows Freedom Bbj Inc. Retirement Plan at $1M / 1 participant.

#1,447
in Finance & Insurance (8,869 peers)
-3.3%
assets change YoY

The plan reported a net loss of $178K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Freedom Bbj Inc. Retirement Plan among the smaller filed plans by assets

Freedom Bbj Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,186,096 25th percentile higher than 25% 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

Freedom Bbj Inc. Retirement 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. Freedom Bbj Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Freedom Bbj Inc. Retirement Plan reported net income fell from $19K in the plan year 2022 filing to -$178K in the plan year 2023 filing.
  • Freedom Bbj Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454238826 · Freedom Bbj Inc PY 2023 · Profit Sharing

Freedom Bbj Inc. Retirement Plan · $1M · 1 · 25th

  • PHOTO $1M
  • PHOTO 1
  • PHOTO 25th
  • PHOTO Profit Sharing
  • PHOTO near Lml Ventures, Inc. Retirement Plan
  • PHOTO ind #1447

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Freedom Bbj Inc. Retirement Plan in the asset neighbourhood

Freedom Bbj Inc. Retirement PlanFreedom Bbj Inc. Retirement …$1MLml Ventures, Inc. Retirement PlanLml Ventures, Inc. Retiremen…$1MRoches Garage, Inc. Profit Sharing Plan and TrustRoches Garage, Inc. Profit S…$1MF.a.B.Ulous Specialties, Inc. Profit Sharing PlanF.a.B.Ulous Specialties, Inc…$1MDr. Leonardo I Valentin Gonzalez Retirement PlanDr. Leonardo I Valentin Gonz…$1M
End-of-year total assets ($M) among Freedom Bbj Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Freedom Bbj Inc multi-year asset trail

Sponsor-wide plan assets over time

All Freedom Bbj Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 64.48756954847211% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.23M $2.02M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $2M

Freedom Bbj Inc filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$178K
Employer EIN454238826
Plan Effective Date2012-01-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Freedom Bbj Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Freedom Bbj Inc. Retirement Plan, Total assets ($B): 0.001186096 · Participants: 1Freedom Bbj Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Freedom Bbj Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Freedom Bbj Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Lml Ventures, Inc. Retirement Plan in NJ ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Freedom Bbj Inc. Retirement Plan assets move in 2023?
Freedom Bbj Inc. Retirement Plan edged down modestly - down 3.3% during 2023, from $1M to $1M. Reported net income was -$178K.
How have Freedom Bbj Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Freedom Bbj Inc's sponsor-wide assets grew 64.5%, from $1M to $2M.
Where does Freedom Bbj Inc. Retirement Plan rank by assets among Form 5500 filers?
Freedom Bbj Inc. Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Freedom Bbj Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Lml Ventures, Inc. Retirement Plan in NJ ($1M, 27 participants).
Which Profit Sharing plans cover a similar participant headcount to Freedom Bbj Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).