Defined Benefit (Pension) · DOL Form 5500 · 2022

Liberty Bank Pension Plan

Data updated 2026-08-25

$132M
Total assets Near avg plan size
557
Participants Below avg headcount
94th
Percentile by assets National rank
$236,140
Avg per participant Above avg balance/head
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Official DOL plan name: Liberty Bank Pension Plan · Sponsored by Liberty Bank · Connecticut · Finance & Insurance

$132M in assets, 557 participants

Liberty Bank's Liberty Bank Pension Plan reported $132M in total assets and 557 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,363 in Finance & Insurance (9,261 peers)

Where Liberty Bank Pension Plan sits by assets

Liberty Bank Pension Plan sits in the top 10% of all filed plans by assets, $132M for 557 participants (~$236,140/participant), down 25.2% in 2022.

#8,363
in Finance & Insurance (9,261 peers)
-25.2%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Liberty Bank Pension Plan's outsized position by total assets

Liberty Bank Pension Plan vs every filed plan by assets

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

$131,529,870 Top 6% higher than 94% 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 Bank Pension 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 Bank Pension Plan sits mid-pack in the medium band (557 participants).

Plan-year Form 5500 strip

Filing strip 060452570 · Liberty Bank PY 2022 · Defined Benefit (Pension)

Liberty Bank Pension Plan · $132M · 557 · 94th

  • ASSETS $132M
  • ASSETS 557
  • ASSETS 94th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Construction & General Laborers' Local 190 Pension Fund
  • ASSETS ind #8363

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Liberty Bank Pension Plan in the asset neighbourhood

New York-New Jersey Amalgamated Pension Plan for Acme EmployeesNew York-New Jersey Amalgama…$132MFci, Inc. Pension Plan for Bargaining Unit Employees - Marshalltown, IowaFci, Inc. Pension Plan for B…$132MConstruction & General Laborers' Local 190 Pension FundConstruction & General Labor…$132MLiberty Bank Pension Plan$132MOperating Engineers Local No 37 Pension FundOperating Engineers Local No…$131M
End-of-year total assets ($M) among Liberty Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$176M
Net Assets (End of Year)$132M
Net Income-$44M
Employer EIN060452570
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Bank)

Sponsor-wide plan assets over time

All Liberty Bank plans reported in each filing year

Latest sponsor-wide plan assets
$275M 27.594937488894978% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $216M $275M ▲ +27.6%
Year Plans Participants Total Assets
2022 2 1,207 $216M
2023 2 1,280 $251M
2024 2 1,436 $275M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Liberty Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Liberty Bank Pension Plan, Total assets ($B): 0.13152987 · Participants: 557Liberty Bank Pension PlanGE Pension Plan, Total assets ($B): 45.011810846 · Participants: 24626GE Pension PlanRaytheon Company Pension Plan for Salaried Employees, Total assets ($B): 11.559983892 · Participants: 13495Raytheon Company Pension Plan for Salaried EmployeesThe Citigroup Pension Plan, Total assets ($B): 10.501575547 · Participants: 18484The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.933906102 · Participants: 4126Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.359687499 · Participants: 11471Retirement Plan for Employees of Aetna Inc.
Liberty Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Liberty Bank Pension Plan side-by-side with 3 peers →

Liberty Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Construction & General Laborers' Local 190 Pension Fund in NY ($132M); by covered participants it is Ssl Pension Plan in CO (556 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (557 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 Bank Pension Plan assets move in 2022? ▼
Liberty Bank Pension Plan declined sharply - down 25.2% during 2022, from $176M to $132M. Reported net income was -$44M.
How have Liberty Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Bank's sponsor-wide assets grew 27.6%, from $216M to $275M.
Where does Liberty Bank Pension Plan rank by assets among Form 5500 filers? ▼
Liberty Bank Pension Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Liberty Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Construction & General Laborers' Local 190 Pension Fund in NY ($132M, 701 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Liberty Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ssl Pension Plan in CO (556 participants, $347M 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 060452570.

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.