Profit Sharing · DOL Form 5500 · 2024

Freedom Bbj Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 1
Participants Small participant base: 30th
Percentile by assets National rank: $2.0M
Avg per participant High balance/head

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Official DOL plan name: Freedom Bbj Inc. Retirement Plan · Sponsored by Freedom Bbj Inc · North Carolina · Finance & Insurance

$2M in assets, 1 participants

Freedom Bbj Inc's Freedom Bbj Inc. Retirement Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

#1,592 in Finance & Insurance (8,549 peers)

Freedom Bbj Inc multi-year trail

Freedom Bbj Inc's plans moved +64.5% in assets from 2022 to 2024; this filing shows Freedom Bbj Inc. Retirement Plan at $2M / 1 participant.

#1,592
in Finance & Insurance (8,549 peers): +70.1%
assets growth YoY

Freedom Bbj Inc. Retirement Plan among the smaller filed plans by assets

Freedom Bbj Inc. Retirement Plan vs every filed plan by assets

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

$2,017,116 30th percentile higher than 30% 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

Freedom Bbj Inc. Retirement 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. Freedom Bbj Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Freedom Bbj Inc. Retirement Plan reported net income rose from -$178K in the plan year 2023 filing to $422K in the plan year 2024 filing.
Freedom Bbj Inc. Retirement 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 →

Published 5500 schedule card

Filing strip 454238826 · Freedom Bbj Inc PY 2024 · Profit Sharing

Freedom Bbj Inc. Retirement Plan · $2M · 1 · 30th

PCT $2M
PCT 1
PCT 30th
PCT Profit Sharing
PCT near Kersner Profit Sharing Trust
PCT ind #1592

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 Finance & Insurance retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among Freedom Bbj Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Freedom Bbj Inc multi-year asset trail

Latest sponsor-wide plan assets: $2M 64.48756954847211% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$1M
2023	1	1	$1M
2024	1	1	$2M

Freedom Bbj Inc filing trail (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$422K
Employer EIN	454238826
Plan Effective Date	2012-01-12
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Freedom Bbj Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
Baker & Taylor Retirement Savings Plan $73M · 1,336
Whap PA Profit Sharing Plan $50M · N/A

Compare Freedom Bbj Inc. Retirement Plan side-by-side with 3 peers →

Freedom Bbj Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Kersner Profit Sharing Trust in NY ($2M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Kersner Profit Sharing Trust (NY) $2M · 3
Profit Sharing Plan Qrp Keogh (NM) $2M · 1
Ed Cichewicz Inc. T/a Eci Sales Profit Sharing Pla (PA) $2M · 3
Rosenfeld & Bueno an Acctcy Corp Prof Shar Plan (CA) $2M · 3

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Gerald L. Bowen, P.C. Profit Sharing Plan (PA) 1 · 0 off
Sorensen & Edwards, P.S. (WA) 1 · 0 off
Sun Services Incorporated Retirement Plan (MA) 1 · 0 off
Agile Funding & Investments, Inc. Retirement Plan (VA) 1 · 0 off

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 Freedom Bbj Inc. Retirement Plan assets move in 2024? ▼

Freedom Bbj Inc. Retirement Plan surged - up 70.1% during 2024, from $1M to $2M. Reported net income was $422K.

How have Freedom Bbj Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Freedom Bbj Inc's sponsor-wide assets grew 64.5%, from $1M to $2M.

Which Profit Sharing plans are similar in size to Freedom Bbj Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Kersner Profit Sharing Trust in NY ($2M, 3 participants).

Which Profit Sharing plans cover a similar participant headcount to Freedom Bbj Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 454238826.