Other · DOL Form 5500 · 2022
Liberty Resources Inc Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $19,095
- Avg per participant Low balance/head
Official DOL plan name: Liberty Resources 403b Retirement Plan · Sponsored by Liberty Resources Inc · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 193 participants
Liberty Resources Inc's Liberty Resources 403b Retirement Plan reported $4M in total assets and 193 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #9,819 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Liberty Resources 403b Retirement Plan covers 193 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.
- #9,819
- in Healthcare & Social Assistance (20,060 peers)
- -5.9%
- assets change YoY
The plan reported a net loss of $229K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Liberty Resources 403b Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Liberty Resources 403b Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,685,270 44th percentile higher than 44% 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 Resources 403b Retirement 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. Liberty Resources 403b Retirement Plan sits mid-pack in the medium band (193 participants).
EBSA filing schedule strip
Filing strip 222483916 · Liberty Resources Inc PY 2022 · Other
Liberty Resources 403b Retirement Plan · $4M · 193 · 44th
- IND $4M
- IND 193
- IND 44th
- IND Other
- IND near 403(b) Thrift Plan of Feedmore of Western New York, Inc.
- IND ind #9819
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 Pennsylvania →
Liberty Resources 403b Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$229K |
| Employer EIN | 222483916 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Resources Inc)
Sponsor-wide plan assets over time
All Liberty Resources Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 23.72330928263058% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $4M |
| 2023 | 1 | 204 | $4M |
| 2024 | 1 | 200 | $5M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Liberty Resources 403b Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan of Feedmore of Western New York, Inc. in NY ($4M); by covered participants it is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (193 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.