401(k) · DOL Form 5500 · 2023
Reed & Company, P.C. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $212,462
- Avg per participant Above avg balance/head
Official DOL plan name: Reed & Company, P.C. Financial Freedom 401(k) Plan · Sponsored by Reed & Company, P.C. · Indiana · Professional & Technical Services
$3M in assets, 12 participants
Reed & Company, P.C.'s Reed & Company, P.C. Financial Freedom 401(k) Plan reported $3M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #6,094 in Professional & Technical Services (20,321 peers)
Reed & Company, P.C. multi-year trail
Reed & Company, P.C.'s plans moved -100.0% in assets from 2023 to 2024; this filing shows Reed & Company, P.C. Financial Freedom 401(k) Plan at $3M / 12 participants.
- #6,094
- in Professional & Technical Services (20,321 peers)
- -2.5%
- assets change YoY
The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Reed & Company, P.C. Financial Freedom 401(k) Plan among the smaller filed plans by assets
Reed & Company, P.C. Financial Freedom 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,549,540 33rd percentile higher than 33% 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
Reed & Company, P.C. Financial Freedom 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Reed & Company, P.C. Financial Freedom 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 351583146 · Reed & Company, P.C. PY 2023 · 401(k)
Reed & Company, P.C. Financial Freedom 401(k) Plan · $3M · 12 · 33rd
- 5500 $3M
- 5500 12
- 5500 33rd
- 5500 401(k)
- 5500 near Bms Retirement Savings Plan
- 5500 ind #6094
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 Indiana →
Reed & Company, P.C. Financial Freedom 401(k) Plan in the asset neighbourhood
Reed & Company, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Reed & Company, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $162 99.993645912596% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 12 | $3M |
| 2024 | 2 | 17 | $162 |
Reed & Company, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$66K |
| Employer EIN | 351583146 |
| Plan Effective Date | 1991-09-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Reed & Company, P.C. Financial Freedom 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Bms Retirement Savings Plan in NY ($3M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.