401(k) · DOL Form 5500 · 2022

Liberta & Milo LLP 401(k) Plan

Data updated 2026-08-25

$158K
Total assets Small plan by assets
8
Participants Small participant base
9th
Percentile by assets National rank
$19,793
Avg per participant Low balance/head
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Official DOL plan name: Liberta & Milo LLP 401(k) Profit Sharing Plan · Sponsored by Liberta & Milo LLP · New York · Professional & Technical Services

$158K in assets, 8 participants

Liberta & Milo LLP's Liberta & Milo LLP 401(k) Profit Sharing Plan reported $158K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,612 in Professional & Technical Services (21,562 peers)

Liberta & Milo LLP multi-year trail

Liberta & Milo LLP's plans moved +38.2% in assets from 2022 to 2023; this filing shows Liberta & Milo LLP 401(k) Profit Sharing Plan at $158K / 8 participants.

#1,612
in Professional & Technical Services (21,562 peers)
+5.6%
assets growth YoY

Liberta & Milo LLP 401(k) Profit Sharing Plan among the smaller filed plans by assets

Liberta & Milo LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$158,346 9th percentile higher than 9% 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

Liberta & Milo LLP 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberta & Milo LLP 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 112876516 · Liberta & Milo LLP PY 2022 · 401(k)

Liberta & Milo LLP 401(k) Profit Sharing Plan · $158K · 8 · 9th

  • EOY $158K
  • 5500 8
  • ASSETS 9th
  • PCT 401(k)
  • EIN near Hemstreet Development Corporation 401(k) Plan
  • RANK ind #1612

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 Professional & Technical Services retirement plans → · Plans in New York →

Liberta & Milo LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Liberta & Milo LLP 401(k) Profit Sharing PlanLiberta & Milo LLP 401(k) Pr…$158KHemstreet Development Corporation 401(k) PlanHemstreet Development Corpor…$158KNikiwill Retirement Plan$158KEribon, Inc. 401(k) Profit Sharing PlanEribon, Inc. 401(k) Profit S…$158KShots N'at Corporation 401(k) PlanShots N'at Corporation 401(k…$158K
End-of-year total assets ($M) among Liberta & Milo LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Liberta & Milo LLP multi-year asset trail

Sponsor-wide plan assets over time

All Liberta & Milo LLP plans reported in each filing year

Latest sponsor-wide plan assets
$971K 38.211937397461234% vs 2022
2023 filing year
$0.6M$0.7M$0.8M$0.9M$1M 20222023 $0.7M $0.97M ▲ +38.6%
Year Plans Participants Total Assets
2022 2 16 $703K
2023 2 16 $971K

Liberta & Milo LLP filing trail (2022)

Total Assets (Beginning of Year)$150K
Net Assets (End of Year)$158K
Net Income$8K
Employer EIN112876516
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Liberta & Milo LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Liberta & Milo LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.000158346 · Participants: 8Liberta & Milo LLP 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Liberta & Milo LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Liberta & Milo LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Liberta & Milo LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hemstreet Development Corporation 401(k) Plan in AZ ($158K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($158K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Liberta & Milo LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Liberta & Milo LLP 401(k) Profit Sharing Plan grew at a solid clip - up 5.6% during 2022, from $150K to $158K. Reported net income was $8K.
How have Liberta & Milo LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Liberta & Milo LLP's sponsor-wide assets grew 38.2%, from $703K to $971K.
Where does Liberta & Milo LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Liberta & Milo LLP 401(k) Profit Sharing Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Liberta & Milo LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hemstreet Development Corporation 401(k) Plan in AZ ($158K, 20 participants).
Which 401(k) plans cover a similar participant headcount to Liberta & Milo LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K in assets).

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 112876516.

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.