Profit Sharing · DOL Form 5500 · 2022
Lively Group, LLC Profit Sharing Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $190,474
- Avg per participant Above avg balance/head
Official DOL plan name: Lively Group, LLC 401(k) Profit Sharing Plan · Sponsored by Lively Group, LLC · New York · Information & Media
$9M in assets, 45 participants
Lively Group, LLC's Lively Group, LLC 401(k) Profit Sharing Plan reported $9M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #1,433 in Information & Media (2,911 peers)
Lively Group, LLC multi-year trail
Lively Group, LLC's plans moved +51.0% in assets from 2022 to 2024; this filing shows Lively Group, LLC 401(k) Profit Sharing Plan at $9M / 45 participants.
- #1,433
- in Information & Media (2,911 peers)
- -19.8%
- 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.
Lively Group, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Information & Media and all filers
Lively Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,571,326 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lively Group, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lively Group, LLC 401(k) Profit Sharing Plan is a small filing (45 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 205004641 · Lively Group, LLC PY 2022 · Profit Sharing
Lively Group, LLC 401(k) Profit Sharing Plan · $9M · 45 · 62nd
- ASSETS $9M
- ASSETS 45
- ASSETS 62nd
- ASSETS Profit Sharing
- ASSETS near Pasquinelli Produce Co. Profit Sharing Plan
- ASSETS ind #1433
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 Information & Media retirement plans → · Plans in New York →
Lively Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Lively Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Lively Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 51.04581251488977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $9M |
| 2023 | 1 | 43 | $11M |
| 2024 | 1 | 36 | $13M |
Lively Group, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 205004641 |
| Plan Effective Date | 1985-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Lively Group, LLC 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Pasquinelli Produce Co. Profit Sharing Plan in AZ ($9M); by covered participants it is Neurological Medicine, P.a. Profit Sharing Plan II in MD (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.