401(k) · DOL Form 5500 · 2024
Freed Maxick Cpas, P. C. 401(k) Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 349
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $288,696
- Avg per participant High balance/head
Official DOL plan name: Freed Maxick Cpas, P. C. 401(k) Plan · Sponsored by Freed Maxick Cpas, P. C. · New York · Professional & Technical Services
$101M in assets, 349 participants
Freed Maxick Cpas, P. C.'s Freed Maxick Cpas, P. C. 401(k) Plan reported $101M in total assets and 349 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #18,478 in Professional & Technical Services (20,173 peers)
Coverage in New York
Freed Maxick Cpas, P. C. 401(k) Plan covers 349 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $101M.
- #18,478
- in Professional & Technical Services (20,173 peers)
- +14.4%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Freed Maxick Cpas, P. C. 401(k) Plan's outsized position by total assets
Freed Maxick Cpas, P. C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$100,754,730 Top 10% higher than 90% 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
Freed Maxick Cpas, P. C. 401(k) Plan 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. Freed Maxick Cpas, P. C. 401(k) Plan sits mid-pack in the medium band (349 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Freed Maxick Cpas, P. C. 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Freed Maxick Cpas, P. C. 401(k) Plan end-of-year assets rose from $88M in the plan year 2023 filing to $101M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 454051133 · Freed Maxick Cpas, P. C. PY 2024 · 401(k)
Freed Maxick Cpas, P. C. 401(k) Plan · $101M · 349 · 90th
- EOY $101M
- EOY 349
- EOY 90th
- EOY 401(k)
- EOY near James River Group, Inc. 401(k) Plan
- EOY ind #18478
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 →
Freed Maxick Cpas, P. C. 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $13M |
| Employer EIN | 454051133 |
| Plan Effective Date | 1984-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Freed Maxick Cpas, P. C.)
Sponsor-wide plan assets over time
All Freed Maxick Cpas, P. C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 38.09697513428152% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 331 | $73M |
| 2023 | 1 | 347 | $88M |
| 2024 | 1 | 349 | $101M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Freed Maxick Cpas, P. C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is James River Group, Inc. 401(k) Plan in VA ($101M); by covered participants it is Next 15 Communications Retirement Plan in CA (349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- James River Group, Inc. 401(k) Plan (VA) $101M · 645
- Retirement Savings Plus (NH) $101M · 106
- Ashp Savings & Investment Plan (MD) $101M · 206
- Mission Federal Credit Union Employees' 401(k) Plan (CA) $101M · 610
Similar participant headcount
Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.
- Next 15 Communications Retirement Plan (CA) 349 · 0 off
- Comprehensive Energy Services 401(k) Plan (FL) 349 · 0 off
- Thrive Mortgage 401(k) Plan (TX) 349 · 0 off
- Investment Corporation of Palm Beach 401(k) Plan (FL) 349 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.