401(k) · DOL Form 5500 · 2022

Liberty Associates Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2,325
Participants Above avg headcount
43rd
Percentile by assets National rank
$1,476
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Liberty 401(k) Plan · Sponsored by Liberty Associates Group, LLC · Texas · Administrative & Support Services

$3M in assets, 2,325 participants

Liberty Associates Group, LLC's Liberty 401(k) Plan reported $3M in total assets and 2,325 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,277 in Administrative & Support Services (4,927 peers)

Coverage in Texas

Liberty 401(k) Plan covers 2,325 participants in Texas, 3.4x the typical Texas plan (state average ~688 per filing). Assets: $3M.

#3,277
in Administrative & Support Services (4,927 peers)
-20.3%
assets change YoY

The plan reported a net loss of $876K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Liberty 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Liberty 401(k) Plan vs every filed plan by assets

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

$3,432,641 43rd percentile higher than 43% of 139,123 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 2022

Liberty 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberty 401(k) Plan lands in the large band (2,325 participants).

DOL schedule card

Filing strip 853854617 · Liberty Associates Group, LLC PY 2022 · 401(k)

Liberty 401(k) Plan · $3M · 2,325 · 43rd

  • PHOTO $3M
  • IND 2,325
  • EOY 43rd
  • 5500 401(k)
  • ASSETS near The Resident Home 401(k) Plan
  • PCT ind #3277

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 Administrative & Support Services retirement plans → · Plans in Texas →

Liberty 401(k) Plan in the asset neighbourhood

Liberty 401(k) Plan$3MThe Resident Home 401(k) Plan$3MBell Container Corp. 401(k) Plan Fbo Local 2326 UAWBell Container Corp. 401(k) …$3MAtlantic Diagnostic Laboratories, LLC 401(k) PlanAtlantic Diagnostic Laborato…$3MThe 401(k) Group Plan$3M
End-of-year total assets ($M) among Liberty 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$876K
Employer EIN853854617
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Liberty 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Liberty 401(k) Plan, Total assets ($B): 0.003432641 · Participants: 2325Liberty 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Liberty 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Liberty 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Resident Home 401(k) Plan in OH ($3M); by covered participants it is Caleres, Inc. 401(k) Savings Plan in MO (2,325 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,325 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.

Frequently Asked Questions

How did Liberty 401(k) Plan assets move in 2022?
Liberty 401(k) Plan declined sharply - down 20.3% during 2022, from $4M to $3M. Reported net income was -$876K.
Which 401(k) plans are similar in size to Liberty 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The Resident Home 401(k) Plan in OH ($3M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Liberty 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Caleres, Inc. 401(k) Savings Plan in MO (2,325 participants, $225M in assets).