401(k) · DOL Form 5500 · 2022

LIVEONNY 401(k) Plan

Data updated 2026-08-11

$35M
Total assets
188
Participants
84th
Percentile by assets
$184,315
Avg per participant
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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.

  • 84th percentile by assets (of 139,126 plans)
  • #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.

$35M
total plan assets (2022 EOY)
188
covered participants
84th
percentile by assets (of 139,126 plans)
$184,315
avg assets per participant

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.

Where Liveonny Tax Deferred Annuity Plan sits 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 $2,010,000,000 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

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Liveonny Tax Deferred Annuity Plan reports 188 participants - about 24% of that state average ($35M EOY assets).

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)

$34M$36M$38M$40M$42M 202220232024 $34.7M $40.7M ▲ +17.4%
Total plan assets by year, all LIVEONNY plans on file
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 ($B) Participants Liveonny Tax Deferre…, Total assets ($B): 0.034651156 · Participants: 188Liveonny Tax Deferre…IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k…, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings …Deloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 40…, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 40…
Liveonny Tax Deferred Annuity Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Liveonny Tax Deferred Annuity Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Liveonny Tax Deferred Annuity Plan's numbers.