401(k) · DOL Form 5500 · 2023

Gelman, Rosenberg & Freedman, PC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size: 173
Participants Small participant base: 80th
Percentile by assets National rank: $178,156
Avg per participant Above avg balance/head

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Official DOL plan name: Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust · Sponsored by Gelman, Rosenberg & Freedman, PC · Maryland · Professional & Technical Services

$31M in assets, 173 participants

Gelman, Rosenberg & Freedman, PC's Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust reported $31M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

#16,288 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust covers 173 participants in Maryland, about 19% of the average Maryland filer (state average ~929 per filing). Assets: $31M.

#16,288
in Professional & Technical Services (20,321 peers): +31.3%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust's outsized position by total assets

Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust vs every filed plan by assets

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

$30,820,961 Top 20% higher than 80% 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

Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust 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. Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust sits mid-pack in the medium band (173 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust end-of-year assets rose from $23M in the plan year 2022 filing to $31M in the plan year 2023 filing.
Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust reported participants rose from 141 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521392008 · Gelman, Rosenberg & Freedman, PC PY 2023 · 401(k)

Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust · $31M · 173 · 80th

EIN $31M
RANK 173
PHOTO 80th
IND 401(k)
EOY near Apderm Management LLC 401(k) Profit Sharing Plan
5500 ind #16288

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 Maryland →

End-of-year total assets ($M) among Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$31M
Net Income	$7M
Employer EIN	521392008
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Gelman, Rosenberg & Freedman, PC)

Latest sponsor-wide plan assets: $37M 55.6279907591213% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	141	$23M
2023	1	173	$31M
2024	1	186	$37M

Nearby 401(k) Plans in Maryland

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

Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants

Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
Marriott Retirement Savings Plan $10.2B · 96,415
T. Rowe Price U.S. Retirement Program $4.4B · 6,292
Nfl Player Second Career Savings Plan $4.0B · 2,767
Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121

Compare Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust side-by-side with 3 peers →

Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Apderm Management LLC 401(k) Profit Sharing Plan in MA ($31M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Apderm Management LLC 401(k) Profit Sharing Plan (MA) $31M · 620
Surgical Information Systems, LLC 401(k) Plan (GA) $31M · 317
Hybrid Promotions, LLC Incentive Savings Plan (CA) $31M · 473
Harris Freeman, Southern Tea 401(k) Profit Sharing Plan (NJ) $31M · 227

Similar participant headcount

Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.

Ace Fix-It Hardware 401(k) Plan (PA) 173 · 0 off
Incom, Inc. Profit Sharing & Retirement Savings Plan (MA) 173 · 0 off
Myfitnesspal 401(k) Plan (TX) 173 · 0 off
Affiliated Consumer Services, Inc. 401(k) Profit Sharing Plan (WI) 173 · 0 off

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 Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust assets move in 2023? ▼

Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust surged - up 31.3% during 2023, from $23M to $31M. Reported net income was $7M.

How have Gelman, Rosenberg & Freedman, PC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Gelman, Rosenberg & Freedman, PC's sponsor-wide assets grew 55.6%, from $23M to $37M.

Where does Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Apderm Management LLC 401(k) Profit Sharing Plan in MA ($31M, 620 participants).

Which 401(k) plans cover a similar participant headcount to Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Ace Fix-It Hardware 401(k) Plan in PA (173 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 521392008.