401(k) · DOL Form 5500 · 2022
Board of Trustees of the Liuna National 401(k) Retirement Savings Plan 401(k) Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 970
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $141,310
- Avg per participant Near avg balance/head
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.
- #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.
- #8,246
- in Other Services (8,398 peers)
- -14.0%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
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.
Liuna National 401(k) Retirement Savings Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Liuna National 401(k) Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liuna National 401(k) Retirement Savings Plan sits mid-pack in the medium band (970 participants).
Plan-year Form 5500 strip
Filing strip 526941497 · Board of Trustees of the Liuna National 401(k) Retirement Savings Plan PY 2022 · 401(k)
Liuna National 401(k) Retirement Savings Plan · $137M · 970 · 94th
- RANK $137M
- RANK 970
- RANK 94th
- RANK 401(k)
- RANK near Ampersand 401(k) Plan
- RANK ind #8246
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 Other Services retirement plans → · Plans in District of Columbia →
Liuna National 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $159M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | -$22M |
| Employer EIN | 526941497 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Liuna National 401(k) Retirement Savings Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the Liuna National 401(k) Retirement Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $182M 32.4383890581366% vs 2022
- 2024 filing year
| 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.
- Danaher Corporation & Subsidiaries Savings Plan $5.9B · 29,923
- Revised Profit Sharing Plan for Emp. of Geico $5.1B · 41,527
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.2B · 7,402
- Finra Savings Plus Plan $1.8B · 3,697
- Hogan Lovells US LLP Retirement Savings Plan $1.3B · 1,883
Liuna National 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Ampersand 401(k) Plan in NY ($137M); by covered participants it is Bsi Group America, Inc. 401(k) Savings Plan in VA (970 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
- Ampersand 401(k) Plan (NY) $137M · 628
- Aqr Capital Management, LLC 401(k) Plan (CT) $137M · 525
- Aspire Bakeries LLC Retirement Plan (CA) $137M · 2,814
- Consolidated Precision Products Corp Retirement and Savings Plan (OH) $137M · 1,882
Similar participant headcount
Nearest other-state filings by covered participants (970 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.