401(k) · DOL Form 5500 · 2022

Liberty Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
1,219
Participants Near avg headcount
72nd
Percentile by assets National rank
$11,593
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Liberty Resources Retirement Plan · Sponsored by Liberty Management Services, Inc. · New York · Healthcare & Social Assistance

$14M in assets, 1,219 participants

Liberty Management Services, Inc.'s Liberty Resources Retirement Plan reported $14M in total assets and 1,219 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,272 in Healthcare & Social Assistance (20,060 peers)

Liberty Management Services, Inc. multi-year trail

Liberty Management Services, Inc.'s plans moved +48.6% in assets from 2022 to 2024; this filing shows Liberty Resources Retirement Plan at $14M / 1,219 participants.

#15,272
in Healthcare & Social Assistance (20,060 peers)
-8.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Liberty Resources Retirement Plan's outsized position by total assets

Liberty Resources Retirement Plan vs every filed plan by assets

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

$14,131,959 Top 28% higher than 72% 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 Resources 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 Resources Retirement Plan lands in the large band (1,219 participants).

Published 5500 schedule card

Filing strip 412262515 · Liberty Management Services, Inc. PY 2022 · 401(k)

Liberty Resources Retirement Plan · $14M · 1,219 · 72nd

  • BOY $14M
  • BOY 1,219
  • BOY 72nd
  • BOY 401(k)
  • BOY near United Forming, Inc. 401(k) Psp
  • BOY ind #15272

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 New York →

Liberty Resources Retirement Plan in the asset neighbourhood

Liberty Resources Retirement PlanLiberty Resources Retirement…$14MUnited Forming, Inc. 401(k) PspUnited Forming, Inc. 401(k) …$14MHead Start for Kent County 401(k) Retirement PlanHead Start for Kent County 4…$14MRady Children's Physician Management Services, Inc. 401(k) PlanRady Children's Physician Ma…$14MPedigo 401(k) Savings Plan$14M
End-of-year total assets ($M) among Liberty Resources Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Liberty Management Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Liberty Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 48.55352325887728% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.1M $21M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 1,219 $14M
2023 1 1,255 $18M
2024 1 1,387 $21M

Liberty Management Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN412262515
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Liberty Resources Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Liberty Resources Retirement Plan, Total assets ($B): 0.014131959 · Participants: 1219Liberty Resources Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Liberty Resources Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Liberty Resources Retirement Plan side-by-side with 3 peers →

Liberty Resources Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is United Forming, Inc. 401(k) Psp in GA ($14M); by covered participants it is Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan in CA (1,219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,219 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 Resources Retirement Plan assets move in 2022? ▼
Liberty Resources Retirement Plan pulled back noticeably - down 8.7% during 2022, from $15M to $14M. Reported net income was -$1M.
How have Liberty Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Management Services, Inc.'s sponsor-wide assets grew 48.6%, from $14M to $21M.
Which 401(k) plans are similar in size to Liberty Resources Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Forming, Inc. 401(k) Psp in GA ($14M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Resources Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan in CA (1,219 participants, $103M 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 412262515.

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.