ESOP · DOL Form 5500 · 2023

Freedman & Goldberg Cpa's PC ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
29th
Percentile by assets National rank
$114,863
Avg per participant Below avg balance/head
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Official DOL plan name: Freedman & Goldberg PC Employee Stock Ownership Plan · Sponsored by Freedman & Goldberg Cpa's PC · Michigan · Professional & Technical Services

$2M in assets, 15 participants

Freedman & Goldberg Cpa's PC's Freedman & Goldberg PC Employee Stock Ownership Plan reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,953 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Freedman & Goldberg PC Employee Stock Ownership Plan holds $2M for 15 participants - about $114,863 per participant, in the lower half of filed plans by assets.

#4,953
in Professional & Technical Services (20,321 peers)
+0.0%
assets growth YoY

Freedman & Goldberg PC Employee Stock Ownership Plan among the smaller filed plans by assets

Freedman & Goldberg PC Employee Stock Ownership Plan vs every filed plan by assets

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

$1,722,949 29th percentile higher than 29% 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 & Goldberg PC Employee Stock Ownership 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 & Goldberg PC Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Freedman & Goldberg PC Employee Stock Ownership Plan reported participants rose from 11 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 382622626 · Freedman & Goldberg Cpa's PC PY 2023 · ESOP

Freedman & Goldberg PC Employee Stock Ownership Plan · $2M · 15 · 29th

  • 5500 $2M
  • 5500 15
  • 5500 29th
  • 5500 ESOP
  • 5500 near Management and Engineering Technologies International, Inc. Employee Stock Ownership Plan
  • 5500 ind #4953

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 What is an ESOP? → · Plans in Michigan →

Freedman & Goldberg PC Employee Stock Ownership Plan in the asset neighbourhood

Freedman & Goldberg PC Employee Stock Ownership PlanFreedman & Goldberg PC Emplo…$2MManagement and Engineering Technologies International, Inc. Employee Stock Ownership PlanManagement and Engineering T…$2MPalmetto Engineering Employee Stock Ownership PlanPalmetto Engineering Employe…$2MPennterra Engineering, Inc. Employee Stock Ownership PlanPennterra Engineering, Inc. …$2MIea, Inc. Employee Stock Ownership PlanIea, Inc. Employee Stock Own…$2M
End-of-year total assets ($M) among Freedman & Goldberg PC Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$929K
Employer EIN382622626
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freedman & Goldberg Cpa's PC)

Sponsor-wide plan assets over time

All Freedman & Goldberg Cpa's PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0% vs 2022
2024 filing year
$1.72M 202220232024 $1.72M $1.72M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 15 $2M
2024 1 14 $2M

Nearby ESOP Plans in Michigan

Peer ESOP plans, same state, same plan type, ranked by total assets.

Freedman & Goldberg PC Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Freedman & Goldberg PC Employee Stock Ownership Plan, Total assets ($B): 0.001722949 · Participants: 15Freedman & Goldberg PC Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Freedman & Goldberg PC Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Freedman & Goldberg PC Employee Stock Ownership Plan side-by-side with 3 peers →

Freedman & Goldberg PC Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Management and Engineering Technologies International, Inc. Employee Stock Ownership Plan in TX ($2M); by covered participants it is First National Bank of Sparta Profit Sharing Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 & Goldberg PC Employee Stock Ownership Plan assets move in 2023? ▼
Freedman & Goldberg PC Employee Stock Ownership Plan held essentially flat - up 0.0% during 2023, from $2M to $2M.
How have Freedman & Goldberg Cpa's PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freedman & Goldberg Cpa's PC's sponsor-wide assets grew 0.0%, from $2M to $2M.
Which ESOP plans are similar in size to Freedman & Goldberg PC Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Management and Engineering Technologies International, Inc. Employee Stock Ownership Plan in TX ($2M, 114 participants).
Which ESOP plans cover a similar participant headcount to Freedman & Goldberg PC Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Sparta Profit Sharing Plan in IL (15 participants, $2M 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 382622626.

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.