Defined Benefit (Pension) · DOL Form 5500 · 2022

Livanova USA,Inc. Pension Plan

Data updated 2026-08-11

$6M
Total assets
4
Participants
55th
Percentile by assets
$1.6M
Avg per participant
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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.

  • 55th percentile by assets (of 139,126 plans)
  • #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.

$6M
total plan assets (2022 EOY)
4
covered participants
55th
percentile by assets (of 139,126 plans)
$1.6M
avg assets per participant

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.

State
Industry

Livanova USA,Inc. across 3 plan years on file

Across the 3 plan years Livanova USA,Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $211M to $265M, a gain of 25.6%, while reported participants moved from 1,196 to 1,334 (+11.5%). Peak year by sponsor assets: 2024 ($265M); trough: 2022 ($211M).

Livanova USA,Inc. multi-year asset trail

$200M$220M$240M$260M$280M 202220232024 $211M $265M ▲ +25.6%
Total plan assets by year, all Livanova USA,Inc. plans on file
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

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Livanova USA,Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

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. Ca…AT&T Pension Benefit…Shell Pension PlanExxonmobil Pension P…Caterpillar Inc. Ret…Bp Retirement Accumu…
Livanova USA,Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Livanova USA,Inc. Cash Balance Retirement Plan by total assets, not by location.

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).

Next read for Livanova USA,Inc. Cash Balance Retiremen…

Multi-year trail

Ways to act on Livanova USA,Inc. Cash Balance Retirement Plan's numbers.

  • By total assets, Livanova USA,Inc. Cash Balance Retirement Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
  • Livanova USA,Inc.'s sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Manufacturing plans