401(k) · DOL Form 5500 · 2022

Board of Trustees of the Liuna National 401(k) Retirement Savings Plan 401(k) Plan

Data updated 2026-08-11

$137M
Total assets
970
Participants
94th
Percentile by assets
$141,310
Avg per participant
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Official DOL plan name: Liuna National 401(k) Retirement Savings Plan · Sponsored by Board of Trustees of the Liuna National 401(k) Retirement Savings Plan · District of Columbia · Other Services

$137M in assets, 970 participants

Board of Trustees of the Liuna National 401(k) Retirement Savings Plan's Liuna National 401(k) Retirement Savings Plan reported $137M in total assets and 970 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #8,246 in Other Services (8,398 peers)

Where Liuna National 401(k) Retirement Savings Plan sits by assets

Liuna National 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $137M for 970 participants (~$141,310/participant), down 14.0% in 2022.

$137M
total plan assets (2022 EOY)
970
covered participants
94th
percentile by assets (of 139,126 plans)
$141,310
avg assets per participant

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Liuna National 401(k) Retirement Savings Plan sits by total assets

Liuna National 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$137,070,620 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
District of Columbia
Industry
Other Services

Liuna National 401(k) Retirement Savings Plan vs the 2022 asset distribution

By assets, Liuna National 401(k) Retirement Savings Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$159M
Net Assets (End of Year)$137M
Net Income-$22M
Employer EIN526941497
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Liuna National 401(k) Retirement Savings Plan)

$120M$140M$160M$180M$200M 202220232024 $137M $182M ▲ +32.4%
Total plan assets by year, all Board of Trustees of the Liuna National 401(k) Retirement Savings Plan plans on file
Year Plans Participants Total Assets
2022 1 970 $137M
2023 1 961 $163M
2024 1 1,623 $182M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Liuna National 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Liuna National 401(k…, Total assets ($B): 0.13707062 · Participants: 970Liuna National 401(k…Danaher Corporation …, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation …Revised Profit Shari…, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Shari…Federal National Mor…, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mor…Finra Savings Plus P…, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus P…Hogan Lovells US LLP…, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP…
Liuna National 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Liuna National 401(k) Retirement Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Liuna National 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Liuna National 401(k) Retirement Savings Plan assets move in 2022? ▼
Liuna National 401(k) Retirement Savings Plan pulled back noticeably - down 14.0% during 2022, from $159M to $137M. Reported net income was -$22M.
How have Board of Trustees of the Liuna National 401(k) Retirement Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Liuna National 401(k) Retirement Savings Plan's sponsor-wide assets grew 32.4%, from $137M to $182M.
Where does Liuna National 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Liuna National 401(k) Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Liuna National 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ampersand 401(k) Plan in NY ($137M, 628 participants).

Next read for Liuna National 401(k) Retirement Savings…

Scale reading

Ways to act on Liuna National 401(k) Retirement Savings Plan's numbers.

  • By total assets, Liuna National 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
  • Board of Trustees of the Liuna National 401(k) Retirement Savings Plan's sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 526941497.

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.