ESOP · DOL Form 5500 · 2024

Freedman & Goldberg Cpa's PC ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
28th
Percentile by assets National rank
$123,068
Avg per participant Near 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, 14 participants

Freedman & Goldberg Cpa's PC's Freedman & Goldberg PC Employee Stock Ownership Plan reported $2M in total assets and 14 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.

  • #4,727 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Freedman & Goldberg PC Employee Stock Ownership Plan holds $2M for 14 participants - about $123,068 per participant, in the lower half of filed plans by assets.

#4,727
in Professional & Technical Services (20,173 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 2024 · DOL Form 5500

$1,722,949 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

Freedman & Goldberg PC Employee Stock Ownership 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 & Goldberg PC Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Freedman & Goldberg PC Employee Stock Ownership Plan reported participants fell from 15 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 382622626 · Freedman & Goldberg Cpa's PC PY 2024 · ESOP

Freedman & Goldberg PC Employee Stock Ownership Plan · $2M · 14 · 28th

  • IND $2M
  • IND 14
  • IND 28th
  • IND ESOP
  • IND near Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan
  • IND ind #4727

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…$2MHenry, Meisenheimer & Gende, Inc. Employee Stock Ownership PlanHenry, Meisenheimer & Gende,…$2MColonial Federal Savings Bank Employee Stock Ownership PlanColonial Federal Savings Ban…$2MP.W. Grosser Consulting, Inc. Employee Stock Ownership PlanP.W. Grosser Consulting, Inc…$2MGaskets, Inc. Employee Stock Ownership PlanGaskets, Inc. Employee Stock…$2M
End-of-year total assets ($M) among Freedman & Goldberg PC Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

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 -0.500.511.52 Total assets ($B) Participants Freedman & Goldberg PC Employee Stock Ownership Plan, Total assets ($B): 0.001722949 · Participants: 14Freedman & Goldberg PC Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.551258212 · Participants: 1780Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.899849551 · Participants: 1936The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.452711138 · Participants: 1284Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.410252812 · Participants: 218Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.250474411 · Participants: 565Lee 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 Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan in IL ($2M); by covered participants it is First National Bank of Sparta Profit Sharing Plan in IL (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 & Goldberg PC Employee Stock Ownership Plan assets move in 2024? ▼
Freedman & Goldberg PC Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, 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 Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan in IL ($2M, 40 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 (14 participants, $2M 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 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.