Profit Sharing · DOL Form 5500 · 2024

Marc B. Freedman Cpa PC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$413,835
Avg per participant High balance/head
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Official DOL plan name: Marc B. Freedman Cpa, P.C. Profit Sharing Plan · Sponsored by Marc B. Freedman Cpa PC · New York · Professional & Technical Services

$2M in assets, 4 participants

Marc B. Freedman Cpa PC's Marc B. Freedman Cpa, P.C. Profit Sharing Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,639 in Professional & Technical Services (20,173 peers)

Marc B. Freedman Cpa PC multi-year trail

Marc B. Freedman Cpa PC's plans moved +58.4% in assets from 2022 to 2024; this filing shows Marc B. Freedman Cpa, P.C. Profit Sharing Plan at $2M / 4 participants.

#4,639
in Professional & Technical Services (20,173 peers)
+20.1%
assets growth YoY

Marc B. Freedman Cpa, P.C. Profit Sharing Plan among the smaller filed plans by assets

Marc B. Freedman Cpa, P.C. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,655,338 28th percentile higher than 28% of 123,620 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 2024

Marc B. Freedman Cpa, P.C. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marc B. Freedman Cpa, P.C. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marc B. Freedman Cpa, P.C. Profit Sharing Plan reported net income fell from $496K in the plan year 2023 filing to $277K in the plan year 2024 filing.
  • Marc B. Freedman Cpa, P.C. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133256374 · Marc B. Freedman Cpa PC PY 2024 · Profit Sharing

Marc B. Freedman Cpa, P.C. Profit Sharing Plan · $2M · 4 · 28th

  • BOOK $2M
  • VS-ST 4
  • BOY 28th
  • SCH Profit Sharing
  • EBSA near Jl Rivera Jimenez Retirement Plan
  • PART ind #4639

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 →

Marc B. Freedman Cpa, P.C. Profit Sharing Plan in the asset neighbourhood

Marc B. Freedman Cpa, P.C. Profit Sharing PlanMarc B. Freedman Cpa, P.C. P…$2MJl Rivera Jimenez Retirement PlanJl Rivera Jimenez Retirement…$2MChampions Invest, Inc. Profit Sharing PlanChampions Invest, Inc. Profi…$2MSharontom Batteries, Inc. Profit Sharing PlanSharontom Batteries, Inc. Pr…$2MKoeppel Holdings Inc. Retirement PlanKoeppel Holdings Inc. Retire…$2M
End-of-year total assets ($M) among Marc B. Freedman Cpa, P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Marc B. Freedman Cpa PC multi-year asset trail

Sponsor-wide plan assets over time

All Marc B. Freedman Cpa PC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 58.43177400754064% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.72M $4.31M ▲ +58.5%
Year Plans Participants Total Assets
2022 2 8 $3M
2023 2 8 $4M
2024 2 8 $4M

Marc B. Freedman Cpa PC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$277K
Employer EIN133256374
Plan Effective Date1985-09-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Marc B. Freedman Cpa, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Marc B. Freedman Cpa, P.C. Profit Sharing Plan, Total assets ($B): 0.001655338 · Participants: 4Marc B. Freedman Cpa, P.C. Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Marc B. Freedman Cpa, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Marc B. Freedman Cpa, P.C. Profit Sharing Plan side-by-side with 3 peers →

Marc B. Freedman Cpa, P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Jl Rivera Jimenez Retirement Plan in PR ($2M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Marc B. Freedman Cpa, P.C. Profit Sharing Plan assets move in 2024? ▼
Marc B. Freedman Cpa, P.C. Profit Sharing Plan grew sharply - up 20.1% during 2024, from $1M to $2M. Reported net income was $277K.
How have Marc B. Freedman Cpa PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marc B. Freedman Cpa PC's sponsor-wide assets grew 58.4%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Marc B. Freedman Cpa, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jl Rivera Jimenez Retirement Plan in PR ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Marc B. Freedman Cpa, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133256374.

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.