401(k) · DOL Form 5500 · 2022

Liberty Bank 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
650
Participants Below avg headcount
92nd
Percentile by assets National rank
$129,192
Avg per participant Near avg balance/head
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Official DOL plan name: Liberty Bank 401(k) Plan · Sponsored by Liberty Bank · Connecticut · Finance & Insurance

$84M in assets, 650 participants

Liberty Bank's Liberty Bank 401(k) Plan reported $84M in total assets and 650 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,037 in Finance & Insurance (9,261 peers)

Where Liberty Bank 401(k) Plan sits by assets

Liberty Bank 401(k) Plan sits in the top 10% of all filed plans by assets, $84M for 650 participants (~$129,192/participant), down 16.7% in 2022.

#8,037
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Liberty Bank 401(k) Plan's outsized position by total assets

Liberty Bank 401(k) Plan vs every filed plan by assets

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

$83,975,119 Top 8% higher than 92% 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 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 Bank 401(k) Plan sits mid-pack in the medium band (650 participants).

EBSA filing schedule strip

Filing strip 060452570 · Liberty Bank PY 2022 · 401(k)

Liberty Bank 401(k) Plan · $84M · 650 · 92nd

  • EOY $84M
  • 5500 650
  • ASSETS 92nd
  • PCT 401(k)
  • EIN near San Diego County Credit Union Employees Salary Savings Plan
  • RANK ind #8037

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 401(k) Plan in the asset neighbourhood

Datalogic 401(k) Plan$84MBlue & Co. 401(k) Plan$84MLiberty Bank 401(k) Plan$84MSan Diego County Credit Union Employees Salary Savings PlanSan Diego County Credit Unio…$84MAutomattic Inc. 401(k) Plan$84M
End-of-year total assets ($M) among Liberty Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$84M
Net Income-$17M
Employer EIN060452570
Plan Effective Date1985-02-01
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 401(k) Plans in Connecticut

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

Liberty Bank 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Liberty Bank 401(k) Plan, Total assets ($B): 0.083975119 · Participants: 650Liberty Bank 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Liberty Bank 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Liberty Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is San Diego County Credit Union Employees Salary Savings Plan in CA ($84M); by covered participants it is Whoop 401(k) Plan in MA (650 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($84M here).

Similar participant headcount

Nearest other-state filings by covered participants (650 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 401(k) Plan assets move in 2022? ▼
Liberty Bank 401(k) Plan declined sharply - down 16.7% during 2022, from $101M to $84M. Reported net income was -$17M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Liberty Bank 401(k) Plan ranks in the 92nd 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 401(k) plans are similar in size to Liberty Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is San Diego County Credit Union Employees Salary Savings Plan in CA ($84M, 795 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whoop 401(k) Plan in MA (650 participants, $8M 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.