Defined Benefit (Pension) · DOL Form 5500 · 2022

Liberta & Milo LLP Pension Plan

Data updated 2026-08-25

$544K
Total assets Small plan by assets
8
Participants Small participant base
19th
Percentile by assets National rank
$68,055
Avg per participant Below avg balance/head
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Official DOL plan name: Liberta & Milo LLP Cash Balance Plan · Sponsored by Liberta & Milo LLP · New York · Professional & Technical Services

$544K in assets, 8 participants

Liberta & Milo LLP's Liberta & Milo LLP Cash Balance Plan reported $544K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,312 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 Cash Balance Plan at $544K / 8 participants.

#3,312
in Professional & Technical Services (21,562 peers)
+37.8%
assets growth YoY

Liberta & Milo LLP Cash Balance Plan among the smaller filed plans by assets

Liberta & Milo LLP Cash Balance Plan vs every filed plan by assets

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

$544,437 19th percentile higher than 19% 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 Cash Balance 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 Cash Balance Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 112876516 · Liberta & Milo LLP PY 2022 · Defined Benefit (Pension)

Liberta & Milo LLP Cash Balance Plan · $544K · 8 · 19th

  • PCT $544K
  • PCT 8
  • PCT 19th
  • PCT Defined Benefit (Pension)
  • PCT near Pension Plan for Employees of Union Storage & Transfer Company
  • PCT ind #3312

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 Cash Balance Plan in the asset neighbourhood

Yokohama Tire Corporation Frozen Non-ContributoryYokohama Tire Corporation Fr…$547KLiberta & Milo LLP Cash Balance PlanLiberta & Milo LLP Cash Bala…$544KPension Plan for Employees of Union Storage & Transfer CompanyPension Plan for Employees o…$543KBindery Industry Employers Gcc / Ibt Pension PlanBindery Industry Employers G…$540KRoger T. Cheng Defined Benefit Pension PlanRoger T. Cheng Defined Benef…$538K
End-of-year total assets ($M) among Liberta & Milo LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) 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)$395K
Net Assets (End of Year)$544K
Net Income$149K
Employer EIN112876516
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Liberta & Milo LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Liberta & Milo LLP Cash Balance Plan, Total assets ($B): 0.000544437 · Participants: 8Liberta & Milo LLP Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Liberta & Milo LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Liberta & Milo LLP Cash Balance Plan side-by-side with 3 peers →

Liberta & Milo LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Union Storage & Transfer Company in ND ($543K); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

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 Cash Balance Plan assets move in 2022? ▼
Liberta & Milo LLP Cash Balance Plan surged - up 37.8% during 2022, from $395K to $544K. Reported net income was $149K.
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 Cash Balance Plan rank by assets among Form 5500 filers? ▼
Liberta & Milo LLP Cash Balance Plan ranks in the 19th 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 Defined Benefit (Pension) plans are similar in size to Liberta & Milo LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Union Storage & Transfer Company in ND ($543K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Liberta & Milo LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $756K 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.