401(k) · DOL Form 5500 · 2022

Liberty Auto Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
366
Participants Below avg headcount
77th
Percentile by assets National rank
$53,264
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Liberty Auto Group, Ltd. 401(k) Plan · Sponsored by Liberty Auto Group, Ltd. · Ohio · Retail Trade

$19M in assets, 366 participants

Liberty Auto Group, Ltd.'s Liberty Auto Group, Ltd. 401(k) Plan reported $19M in total assets and 366 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #8,200 in Retail Trade (9,519 peers)

Coverage in Ohio

Liberty Auto Group, Ltd. 401(k) Plan covers 366 participants in Ohio, about 48% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#8,200
in Retail Trade (9,519 peers)
-11.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Liberty Auto Group, Ltd. 401(k) Plan's outsized position by total assets

Liberty Auto Group, Ltd. 401(k) Plan vs every filed plan by assets

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

$19,494,532 Top 23% higher than 77% 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

Liberty Auto Group, Ltd. 401(k) 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 Auto Group, Ltd. 401(k) Plan sits mid-pack in the medium band (366 participants).

Published 5500 schedule card

Filing strip 341926108 · Liberty Auto Group, Ltd. PY 2022 · 401(k)

Liberty Auto Group, Ltd. 401(k) Plan · $19M · 366 · 77th

  • EBSA $19M
  • PART 366
  • TYPE 77th
  • NET 401(k)
  • BOOK near Healthcare Financial Management Association Retirement and 401(k) Plan
  • VS-ST ind #8200

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 Retail Trade retirement plans → · Plans in Ohio →

Liberty Auto Group, Ltd. 401(k) Plan in the asset neighbourhood

It Group, LLC 401(k) Savings PlanIt Group, LLC 401(k) Savings…$19MRose Associates, Inc. 401(k) PlanRose Associates, Inc. 401(k)…$19MUnqork Inc. 401(k) Retirement PlanUnqork Inc. 401(k) Retiremen…$19MLiberty Auto Group, Ltd. 401(k) PlanLiberty Auto Group, Ltd. 401…$19MHealthcare Financial Management Association Retirement and 401(k) PlanHealthcare Financial Managem…$19M
End-of-year total assets ($M) among Liberty Auto Group, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN341926108
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Auto Group, Ltd.)

Sponsor-wide plan assets over time

All Liberty Auto Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 27.198601125690015% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.5M $24.8M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 366 $19M
2023 1 394 $22M
2024 1 416 $25M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Liberty Auto Group, Ltd. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Liberty Auto Group, Ltd. 401(k) Plan, Total assets ($B): 0.019494532 · Participants: 366Liberty Auto Group, Ltd. 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Liberty Auto Group, Ltd. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Liberty Auto Group, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Healthcare Financial Management Association Retirement and 401(k) Plan in IL ($19M); by covered participants it is American Paper & Twine Company Employee Profit Sharing & Benefit Trust in TN (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 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 Liberty Auto Group, Ltd. 401(k) Plan assets move in 2022?
Liberty Auto Group, Ltd. 401(k) Plan pulled back noticeably - down 11.9% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Liberty Auto Group, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Liberty Auto Group, Ltd.'s sponsor-wide assets grew 27.2%, from $19M to $25M.
Where does Liberty Auto Group, Ltd. 401(k) Plan rank by assets among Form 5500 filers?
Liberty Auto Group, Ltd. 401(k) Plan ranks in the 77th 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 Liberty Auto Group, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Healthcare Financial Management Association Retirement and 401(k) Plan in IL ($19M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Auto Group, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is American Paper & Twine Company Employee Profit Sharing & Benefit Trust in TN (366 participants, N/A in assets).