401(k) · DOL Form 5500 · 2022
Liberty Healthcare Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 5,117
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $12,832
- Avg per participant Low balance/head
Official DOL plan name: Liberty Healthcare Services Retirement Plan · Sponsored by Liberty Healthcare Management, Inc. · North Carolina · Healthcare & Social Assistance
$66M in assets, 5,117 participants
Liberty Healthcare Management, Inc.'s Liberty Healthcare Services Retirement Plan reported $66M in total assets and 5,117 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #18,356 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Liberty Healthcare Services Retirement Plan covers 5,117 participants in North Carolina, 6.2x the typical North Carolina plan (state average ~819 per filing). Assets: $66M.
- #18,356
- in Healthcare & Social Assistance (20,060 peers)
- -14.5%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Liberty Healthcare Services Retirement Plan's outsized position by total assets
Liberty Healthcare Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$65,660,078 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Liberty Healthcare Services Retirement 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 Healthcare Services Retirement Plan lands in the large band (5,117 participants).
EBSA filing schedule strip
Filing strip 562116528 · Liberty Healthcare Management, Inc. PY 2022 · 401(k)
Liberty Healthcare Services Retirement Plan · $66M · 5,117 · 90th
- SCH $66M
- SCH 5,117
- SCH 90th
- SCH 401(k)
- SCH near The Save Program for Employees of Viskase Companies, Inc.
- SCH ind #18356
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 North Carolina →
Liberty Healthcare Services Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | -$11M |
| Employer EIN | 562116528 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Healthcare Management, Inc.)
Sponsor-wide plan assets over time
All Liberty Healthcare Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $96M 45.55791420168584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,117 | $66M |
| 2023 | 1 | 5,641 | $81M |
| 2024 | 1 | 6,111 | $96M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Scale composition for Liberty Healthcare Services Retirement Plan
Liberty Healthcare Services Retirement Plan reports $66M in end-of-year assets across 5,117 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $12,832 per participant (9% of the national average assets-per-participant) . Net income for plan year 2022 was -$11M.
This plan identity (EIN 562116528, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $66M to $96M (+45.6%) while covered participants moved from 5,117 to 6,111 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,117 | $66M | This page |
| 2023 | 5,641 | $81M | Open filing |
| 2024 · index core | 6,111 | $96M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Liberty Healthcare Services Retirement Plan (401(k), $96M, 6,111 participants)
Liberty Healthcare Services Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is The Save Program for Employees of Viskase Companies, Inc. in IL ($66M); by covered participants it is U.S. Anesthesia Partners, Inc. 401(k) Plan in TX (5,118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,117 participants); asset peers above are excluded.
- U.S. Anesthesia Partners, Inc. 401(k) Plan (TX) 5,118 · 1 off
- Tkc Holdings, Inc. Retirement Plan (MO) 5,118 · 1 off
- Western Washington U.a. Supplemental Pension Plan (WA) 5,114 · 3 off
- Clark Associates, Inc. Multiple Employer 401(k) Plan (PA) 5,122 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.