401(k) · DOL Form 5500 · 2023

Freedman & Lorry, P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
14
Participants Small participant base
42nd
Percentile by assets National rank
$321,227
Avg per participant High balance/head
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Official DOL plan name: Freedman & Lorry, P. C. Retirement Plan · Sponsored by Freedman & Lorry, P.C. · Pennsylvania · Professional & Technical Services

$4M in assets, 14 participants

Freedman & Lorry, P.C.'s Freedman & Lorry, P. C. Retirement Plan reported $4M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,114 in Professional & Technical Services (20,321 peers)

Freedman & Lorry, P.C. multi-year trail

Freedman & Lorry, P.C.'s plans moved -30.4% in assets from 2022 to 2024; this filing shows Freedman & Lorry, P. C. Retirement Plan at $4M / 14 participants.

#8,114
in Professional & Technical Services (20,321 peers)
+13.1%
assets growth YoY

Freedman & Lorry, P. C. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Freedman & Lorry, P. C. Retirement Plan vs every filed plan by assets

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

$4,497,180 42nd percentile higher than 42% 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

Freedman & Lorry, P. C. Retirement 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. Freedman & Lorry, P. C. Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Freedman & Lorry, P. C. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $521K in the plan year 2023 filing.
  • Freedman & Lorry, P. C. Retirement Plan reported participants fell from 22 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Freedman & Lorry, P. C. Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232158375 · Freedman & Lorry, P.C. PY 2023 · 401(k)

Freedman & Lorry, P. C. Retirement Plan · $4M · 14 · 42nd

  • 5500 $4M
  • 5500 14
  • 5500 42nd
  • 5500 401(k)
  • 5500 near Integrated Solutions, Inc. 401(k) Plan
  • 5500 ind #8114

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 Pennsylvania →

Freedman & Lorry, P. C. Retirement Plan in the asset neighbourhood

Freedman & Lorry, P. C. Retirement PlanFreedman & Lorry, P. C. Reti…$4MIntegrated Solutions, Inc. 401(k) PlanIntegrated Solutions, Inc. 4…$4MHoppe North America, Inc. 401(k) PlanHoppe North America, Inc. 40…$4MFdg Retirement Plan & Trust$4MLappen Auto Supply Co., Inc. 401(k) PlanLappen Auto Supply Co., Inc.…$4M
End-of-year total assets ($M) among Freedman & Lorry, P. C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Freedman & Lorry, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Freedman & Lorry, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.372872847066823% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $3.98M $2.77M ▼ -30.4%
Year Plans Participants Total Assets
2022 1 22 $4M
2023 1 14 $4M
2024 1 13 $3M

Freedman & Lorry, P.C. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$521K
Employer EIN232158375
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Freedman & Lorry, P. C. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Freedman & Lorry, P. C. Retirement Plan, Total assets ($B): 0.00449718 · Participants: 14Freedman & Lorry, P. C. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Freedman & Lorry, P. C. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Freedman & Lorry, P. C. Retirement Plan side-by-side with 3 peers →

Freedman & Lorry, P. C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Integrated Solutions, Inc. 401(k) Plan in KS ($4M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Freedman & Lorry, P. C. Retirement Plan assets move in 2023? ▼
Freedman & Lorry, P. C. Retirement Plan grew at a solid clip - up 13.1% during 2023, from $4M to $4M. Reported net income was $521K.
How have Freedman & Lorry, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freedman & Lorry, P.C.'s sponsor-wide assets declined 30.4%, from $4M to $3M.
Which 401(k) plans are similar in size to Freedman & Lorry, P. C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integrated Solutions, Inc. 401(k) Plan in KS ($4M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Freedman & Lorry, P. C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 232158375.

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.