401(k) · DOL Form 5500 · 2023
Robert L. Friedbauer, Cpa, PC 401(k) Plan
Data updated 2026-08-25
- $266K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $132,921
- Avg per participant Near avg balance/head
Official DOL plan name: Robert L. Friedbauer, Cpa, PC Profit Sharing Plan · Sponsored by Robert L. Friedbauer, Cpa, PC · New Jersey · Professional & Technical Services
$266K in assets, 2 participants
Robert L. Friedbauer, Cpa, PC's Robert L. Friedbauer, Cpa, PC Profit Sharing Plan reported $266K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #1,993 in Professional & Technical Services (20,321 peers)
2023 asset change
Robert L. Friedbauer, Cpa, PC Profit Sharing Plan contracted severely 76.9% in 2023 ($1M → $266K) for 2 participants.
- #1,993
- in Professional & Technical Services (20,321 peers)
- -76.9%
- assets change YoY
The plan reported a net loss of $886K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert L. Friedbauer, Cpa, PC Profit Sharing Plan among the smaller filed plans by assets
Robert L. Friedbauer, Cpa, PC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$265,841 13th percentile higher than 13% 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
Robert L. Friedbauer, Cpa, 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. Robert L. Friedbauer, Cpa, PC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert L. Friedbauer, Cpa, PC Profit Sharing Plan reported net income fell from -$347K in the plan year 2022 filing to -$886K in the plan year 2023 filing.
- Robert L. Friedbauer, Cpa, PC Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $266K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 223205970 · Robert L. Friedbauer, Cpa, PC PY 2023 · 401(k)
Robert L. Friedbauer, Cpa, PC Profit Sharing Plan · $266K · 2 · 13th
- TYPE $266K
- TYPE 2
- TYPE 13th
- TYPE 401(k)
- TYPE near Mini Alien Corp. 401(k) Plan
- TYPE ind #1993
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 Jersey →
Robert L. Friedbauer, Cpa, PC Profit Sharing Plan in the asset neighbourhood
Robert L. Friedbauer, Cpa, PC years around the 2023 move
Sponsor-wide plan assets over time
All Robert L. Friedbauer, Cpa, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $266K |
| 2024 | 1 | 1 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $266K |
| Net Income | -$886K |
| Employer EIN | 223205970 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Robert L. Friedbauer, Cpa, PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Mini Alien Corp. 401(k) Plan in GA ($266K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($266K here).
- Mini Alien Corp. 401(k) Plan (GA) $266K · 3
- Life Care Management Services Incorporated 401(k) Profit Sharing Plan (CA) $266K · 1
- Mattea and Edwards Retirement Plan (NY) $266K · 151
- Aaron Evergreen 401(k) Trust (CT) $266K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.