401(k) · DOL Form 5500 · 2023
Freed Maxick Cpas, P. C. 401(k) Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 347
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $253,735
- Avg per participant Above avg balance/head
Official DOL plan name: Freed Maxick Cpas, P. C. 401(k) Plan · Sponsored by Freed Maxick Cpas, P. C. · New York · Professional & Technical Services
$88M in assets, 347 participants
Freed Maxick Cpas, P. C.'s Freed Maxick Cpas, P. C. 401(k) Plan reported $88M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,606 in Professional & Technical Services (20,321 peers)
Coverage in New York
Freed Maxick Cpas, P. C. 401(k) Plan covers 347 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $88M.
- #18,606
- in Professional & Technical Services (20,321 peers)
- +20.7%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Freed Maxick Cpas, P. C. 401(k) Plan's outsized position by total assets
Freed Maxick Cpas, P. C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$88,046,149 Top 10% higher than 90% 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
Freed Maxick Cpas, P. C. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freed Maxick Cpas, P. C. 401(k) Plan sits mid-pack in the medium band (347 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Freed Maxick Cpas, P. C. 401(k) Plan reported net income rose from -$18M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Freed Maxick Cpas, P. C. 401(k) Plan end-of-year assets rose from $73M in the plan year 2022 filing to $88M in the plan year 2023 filing.
- Freed Maxick Cpas, P. C. 401(k) Plan reported participants rose from 331 in the plan year 2022 filing to 347 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 454051133 · Freed Maxick Cpas, P. C. PY 2023 · 401(k)
Freed Maxick Cpas, P. C. 401(k) Plan · $88M · 347 · 90th
- NET $88M
- BOOK 347
- VS-ST 90th
- BOY 401(k)
- SCH near Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan
- EBSA ind #18606
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 York →
Freed Maxick Cpas, P. C. 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $15M |
| Employer EIN | 454051133 |
| Plan Effective Date | 1984-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Freed Maxick Cpas, P. C.)
Sponsor-wide plan assets over time
All Freed Maxick Cpas, P. C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 38.09697513428152% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 331 | $73M |
| 2023 | 1 | 347 | $88M |
| 2024 | 1 | 349 | $101M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Freed Maxick Cpas, P. C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan in CA ($88M); by covered participants it is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan (CA) $88M · 656
- Shionogi, Inc. 401(k) Plan (NJ) $88M · 269
- Rheinmetall Group USA 401(k) Retirement Plan (WI) $88M · 909
- Quantum Health, Inc. 401(k) Plan (OH) $88M · 1,776
Similar participant headcount
Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.
- Rug Doctor, LLC 401(k) Retirement Plan (TX) 347 · 0 off
- Waukesha Gas Engines 401(k) Plan (WI) 347 · 0 off
- Operation Par 401(k) Savings Plan (FL) 347 · 0 off
- Maxhealth 401(k) Plan (FL) 347 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.