Defined Benefit (Pension) · DOL Form 5500 · 2022

Livanova USA,Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
55th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Livanova USA,Inc. Cash Balance Retirement Plan · Sponsored by Livanova USA,Inc. · Texas · Manufacturing

$6M in assets, 4 participants

Livanova USA,Inc.'s Livanova USA,Inc. Cash Balance Retirement Plan reported $6M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #8,291 in Manufacturing (20,602 peers)

Livanova USA,Inc. multi-year trail

Livanova USA,Inc.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows Livanova USA,Inc. Cash Balance Retirement Plan at $6M / 4 participants.

#8,291
in Manufacturing (20,602 peers)
-22.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Livanova USA,Inc. Cash Balance Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Livanova USA,Inc. Cash Balance Retirement Plan vs every filed plan by assets

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

$6,281,143 Top 45% higher than 55% 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

Livanova USA,Inc. Cash Balance Retirement 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. Livanova USA,Inc. Cash Balance Retirement Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 760236465 · Livanova USA,Inc. PY 2022 · Defined Benefit (Pension)

Livanova USA,Inc. Cash Balance Retirement Plan · $6M · 4 · 55th

  • PCT $6M
  • EIN 4
  • RANK 55th
  • PHOTO Defined Benefit (Pension)
  • IND near Ub Distributors, LLC Pension Plan
  • EOY ind #8291

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 Manufacturing retirement plans → · Plans in Texas →

Livanova USA,Inc. Cash Balance Retirement Plan in the asset neighbourhood

The Dierbergs Market, Inc and Local 655 Variable Annuity PlanThe Dierbergs Market, Inc an…$6MLivanova USA,Inc. Cash Balance Retirement PlanLivanova USA,Inc. Cash Balan…$6MUb Distributors, LLC Pension PlanUb Distributors, LLC Pension…$6MKeystone Folding Box Company Retirement PlanKeystone Folding Box Company…$6MRetail Clerks Specialty Stores Pension PlanRetail Clerks Specialty Stor…$6M
End-of-year total assets ($M) among Livanova USA,Inc. Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Livanova USA,Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Livanova USA,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$265M 25.558266753028825% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $211M $265M ▲ +25.6%
Year Plans Participants Total Assets
2022 2 1,196 $211M
2023 2 1,297 $241M
2024 2 1,334 $265M

Livanova USA,Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN760236465
Plan Effective Date1992-02-28
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Livanova USA,Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Livanova USA,Inc. Cash Balance Retirement Plan, Total assets ($B): 0.006281143 · Participants: 4Livanova USA,Inc. Cash Balance Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Livanova USA,Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Livanova USA,Inc. Cash Balance Retirement Plan side-by-side with 3 peers →

Livanova USA,Inc. Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Ub Distributors, LLC Pension Plan in NY ($6M); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Livanova USA,Inc. Cash Balance Retirement Plan assets move in 2022? ▼
Livanova USA,Inc. Cash Balance Retirement Plan declined sharply - down 22.1% during 2022, from $8M to $6M. Reported net income was -$2M.
How have Livanova USA,Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Livanova USA,Inc.'s sponsor-wide assets grew 25.6%, from $211M to $265M.
Which Defined Benefit (Pension) plans are similar in size to Livanova USA,Inc. Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ub Distributors, LLC Pension Plan in NY ($6M, 123 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Livanova USA,Inc. Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valher Inc Defined Benefit Pension Plan in CA (4 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 760236465.

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.