401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
33rd
Percentile by assets National rank
$212,947
Avg per participant Above avg 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

$3M in assets, 13 participants

Freedman & Lorry, P.C.'s Freedman & Lorry, P. C. Retirement Plan reported $3M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,951 in Professional & Technical Services (20,173 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 $3M / 13 participants.

#5,951
in Professional & Technical Services (20,173 peers)
-38.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Freedman & Lorry, P. C. Retirement Plan among the smaller filed plans by assets

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

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

$2,768,314 33rd percentile higher than 33% 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

Freedman & Lorry, P. C. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 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 (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Freedman & Lorry, P. C. Retirement Plan reported net income fell from $521K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Freedman & Lorry, P. C. Retirement Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Freedman & Lorry, P. C. Retirement Plan reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232158375 · Freedman & Lorry, P.C. PY 2024 · 401(k)

Freedman & Lorry, P. C. Retirement Plan · $3M · 13 · 33rd

  • BOOK $3M
  • BOOK 13
  • BOOK 33rd
  • BOOK 401(k)
  • BOOK near Gene Reed Enterprises 401(k) Retirement Plan
  • BOOK ind #5951

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…$3MGene Reed Enterprises 401(k) Retirement PlanGene Reed Enterprises 401(k)…$3MMonroe, Sweeris & Tromp PLC Savings and RetirementMonroe, Sweeris & Tromp PLC …$3MDmc Retirement Plan$3MStepper Equipment Inc 401(k) Profit Sharing Plan & TrustStepper Equipment Inc 401(k)…$3M
End-of-year total assets ($M) among Freedman & Lorry, P. C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$2M
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. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Freedman & Lorry, P. C. Retirement Plan, Total assets ($B): 0.002768314 · Participants: 13Freedman & Lorry, P. C. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive 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 Gene Reed Enterprises 401(k) Retirement Plan in SC ($3M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Freedman & Lorry, P. C. Retirement Plan assets move in 2024? ▼
Freedman & Lorry, P. C. Retirement Plan contracted severely - down 38.4% during 2024, from $4M to $3M. Reported net income was -$2M.
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 Gene Reed Enterprises 401(k) Retirement Plan in SC ($3M, 77 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 Kaspien Inc. 401(k) Plan in WA (13 participants, N/A 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 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.