401(k) · DOL Form 5500 · 2024
Gelman, Rosenberg & Freedman, PC 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 186
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $196,362
- Avg per participant Above avg balance/head
Official DOL plan name: Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust · Sponsored by Gelman, Rosenberg & Freedman, PC · Maryland · Professional & Technical Services
$37M in assets, 186 participants
Gelman, Rosenberg & Freedman, PC's Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust reported $37M in total assets and 186 participants in its 2024 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.
- #16,254 in Professional & Technical Services (20,173 peers)
Coverage in Maryland
Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust covers 186 participants in Maryland, about 20% of the average Maryland filer (state average ~929 per filing). Assets: $37M.
- #16,254
- in Professional & Technical Services (20,173 peers)
- +18.5%
- assets growth YoY
- 0.4×
- 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 2024 · DOL Form 5500
$36,523,292 Top 20% higher than 80% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 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 (186 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust end-of-year assets rose from $31M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust reported participants rose from 173 in the plan year 2023 filing to 186 in the plan year 2024 filing.
DOL schedule card
Filing strip 521392008 · Gelman, Rosenberg & Freedman, PC PY 2024 · 401(k)
Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust · $37M · 186 · 80th
- RANK $37M
- RANK 186
- RANK 80th
- RANK 401(k)
- RANK near Norit Americas 401(k) Plan
- RANK ind #16254
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 →
Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $6M |
| Employer EIN | 521392008 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gelman, Rosenberg & Freedman, PC)
Sponsor-wide plan assets over time
All Gelman, Rosenberg & Freedman, PC plans reported in each filing year
- 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.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
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 Norit Americas 401(k) Plan in IL ($37M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Norit Americas 401(k) Plan (IL) $37M · 161
- Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust (GA) $37M · 293
- First National Bankers Bankshares, Inc. 401(k) Plan (MS) $37M · 156
- Hotwire Communications 401(k) Plan (FL) $37M · 1,761
Similar participant headcount
Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.
- Recovery Unplugged 401(k) Plan (FL) 186 · 0 off
- Pure Barre LLC 401(k) Profit Sharing Plan & Trust (CA) 186 · 0 off
- Playstudios US, LLC 401(k) Plan (NV) 186 · 0 off
- The Searing Industries Retirement Savings Plan (CA) 186 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.