401(k) · DOL Form 5500 · 2023

Bruce P. Frederick, Cpa, P.C. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$491,460
Avg per participant High balance/head
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Official DOL plan name: Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp · Sponsored by Bruce P. Frederick, Cpa, P.C. · Oregon · Professional & Technical Services

$1M in assets, 3 participants

Bruce P. Frederick, Cpa, P.C.'s Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,625 in Professional & Technical Services (20,321 peers)

Bruce P. Frederick, Cpa, P.C. multi-year trail

Bruce P. Frederick, Cpa, P.C.'s plans moved +39.7% in assets from 2022 to 2024; this filing shows Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp at $1M / 3 participants.

#4,625
in Professional & Technical Services (20,321 peers)
+19.7%
assets growth YoY

Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp among the smaller filed plans by assets

Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp vs every filed plan by assets

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

$1,474,381 27th percentile higher than 27% 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

Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp reported net income rose from -$50K in the plan year 2022 filing to $243K in the plan year 2023 filing.
  • Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 931101239 · Bruce P. Frederick, Cpa, P.C. PY 2023 · 401(k)

Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp · $1M · 3 · 27th

  • TYPE $1M
  • NET 3
  • BOOK 27th
  • VS-ST 401(k)
  • BOY near L. a. Signs, Inc. Pension Transfer Trust Plan
  • SCH ind #4625

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 Oregon →

Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp in the asset neighbourhood

Bruce P. Frederick, Cpa, PC Flexible 401(k) PspBruce P. Frederick, Cpa, PC …$1ML. a. Signs, Inc. Pension Transfer Trust PlanL. a. Signs, Inc. Pension Tr…$1MNatchez Ford 401(k) Plan$1MWallacker Mediation & Consulting, P. C. 401(k) PlanWallacker Mediation & Consul…$1MMemsic, Inc. 401(k) & Profit Sharing PlanMemsic, Inc. 401(k) & Profit…$1M
End-of-year total assets ($M) among Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bruce P. Frederick, Cpa, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Bruce P. Frederick, Cpa, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 39.72575937780339% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.23M $1.72M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $2M

Bruce P. Frederick, Cpa, P.C. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$243K
Employer EIN931101239
Plan Effective Date1995-11-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp, Total assets ($B): 0.001474381 · Participants: 3Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp side-by-side with 3 peers →

Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is L. a. Signs, Inc. Pension Transfer Trust Plan in CA ($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.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp assets move in 2023? ▼
Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp grew sharply - up 19.7% during 2023, from $1M to $1M. Reported net income was $243K.
How have Bruce P. Frederick, Cpa, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce P. Frederick, Cpa, P.C.'s sponsor-wide assets grew 39.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is L. a. Signs, Inc. Pension Transfer Trust Plan in CA ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 931101239.

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.