401(k) · DOL Form 5500 · 2022

LIVEONNY 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
188
Participants Below avg headcount
84th
Percentile by assets National rank
$184,315
Avg per participant Above avg balance/head
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Official DOL plan name: Liveonny Tax Deferred Annuity Plan · Sponsored by LIVEONNY · New York · Healthcare & Social Assistance

$35M in assets, 188 participants

LIVEONNY's Liveonny Tax Deferred Annuity Plan reported $35M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,431 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Liveonny Tax Deferred Annuity Plan covers 188 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $35M.

#17,431
in Healthcare & Social Assistance (20,060 peers)
-12.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Liveonny Tax Deferred Annuity Plan's outsized position by total assets

Liveonny Tax Deferred Annuity Plan vs every filed plan by assets

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

$34,651,156 Top 16% higher than 84% 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

Liveonny Tax Deferred Annuity 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. Liveonny Tax Deferred Annuity Plan sits mid-pack in the medium band (188 participants).

Form 5500 schedule snapshot

Filing strip 132945229 · LIVEONNY PY 2022 · 401(k)

Liveonny Tax Deferred Annuity Plan · $35M · 188 · 84th

  • IND $35M
  • IND 188
  • IND 84th
  • IND 401(k)
  • IND near Coles Salon, Inc. 401(k) Plan
  • IND ind #17431

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Liveonny Tax Deferred Annuity Plan in the asset neighbourhood

Jackson Rancheria Band of Miwuk Indians 401(k) PlanJackson Rancheria Band of Mi…$35MMccreary Modern, Inc. Employees' 401(k) PlanMccreary Modern, Inc. Employ…$35MLiveonny Tax Deferred Annuity PlanLiveonny Tax Deferred Annuit…$35MColes Salon, Inc. 401(k) Plan$35MGrass Valley 401(k) Plan$35M
End-of-year total assets ($M) among Liveonny Tax Deferred Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$35M
Net Income-$5M
Employer EIN132945229
Plan Effective Date1978-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LIVEONNY)

Sponsor-wide plan assets over time

All LIVEONNY plans reported in each filing year

Latest sponsor-wide plan assets
$41M 17.383307500621335% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $34.7M $40.7M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 188 $35M
2023 1 234 $40M
2024 1 252 $41M

Nearby 401(k) Plans in New York

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

Liveonny Tax Deferred Annuity Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Liveonny Tax Deferred Annuity Plan, Total assets ($B): 0.034651156 · Participants: 188Liveonny Tax Deferred Annuity 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
Liveonny Tax Deferred Annuity Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Liveonny Tax Deferred Annuity Plan side-by-side with 3 peers →

Liveonny Tax Deferred Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Coles Salon, Inc. 401(k) Plan in MN ($35M); by covered participants it is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Liveonny Tax Deferred Annuity Plan assets move in 2022? ▼
Liveonny Tax Deferred Annuity Plan pulled back noticeably - down 12.8% during 2022, from $40M to $35M. Reported net income was -$5M.
How have LIVEONNY plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), LIVEONNY's sponsor-wide assets grew 17.4%, from $35M to $41M.
Where does Liveonny Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Liveonny Tax Deferred Annuity Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Liveonny Tax Deferred Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coles Salon, Inc. 401(k) Plan in MN ($35M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Liveonny Tax Deferred Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants, N/A 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 132945229.

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.