401(k) · DOL Form 5500 · 2022

Livewell Alliance, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
181
Participants Below avg headcount
68th
Percentile by assets National rank
$65,040
Avg per participant Low balance/head
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Official DOL plan name: Livewell Alliance, Inc. 401(k) Plan · Sponsored by Livewell Alliance, Inc. · Connecticut · Healthcare & Social Assistance

$12M in assets, 181 participants

Livewell Alliance, Inc.'s Livewell Alliance, Inc. 401(k) Plan reported $12M in total assets and 181 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,694 in Healthcare & Social Assistance (20,060 peers)

Coverage in Connecticut

Livewell Alliance, Inc. 401(k) Plan covers 181 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $12M.

#14,694
in Healthcare & Social Assistance (20,060 peers)
-18.8%
assets change YoY

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.

Livewell Alliance, Inc. 401(k) Plan's outsized position by total assets

Livewell Alliance, Inc. 401(k) Plan vs every filed plan by assets

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

$11,772,264 Top 32% higher than 68% 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

Livewell Alliance, Inc. 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. Livewell Alliance, Inc. 401(k) Plan sits mid-pack in the medium band (181 participants).

EBSA filing schedule strip

Filing strip 223068632 · Livewell Alliance, Inc. PY 2022 · 401(k)

Livewell Alliance, Inc. 401(k) Plan · $12M · 181 · 68th

  • EIN $12M
  • RANK 181
  • PHOTO 68th
  • IND 401(k)
  • EOY near Settle Muter Electric 401(k) Profit Sharing Plan
  • 5500 ind #14694

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 Connecticut →

Livewell Alliance, Inc. 401(k) Plan in the asset neighbourhood

Livewell Alliance, Inc. 401(k) PlanLivewell Alliance, Inc. 401(…$12MSettle Muter Electric 401(k) Profit Sharing PlanSettle Muter Electric 401(k)…$12MBeam Technologies 401(k) Plan$12MEarth Mechanics, Inc. Profit Sharing PlanEarth Mechanics, Inc. Profit…$12MIowa Legal Aid 401(k) Profit Sharing PlanIowa Legal Aid 401(k) Profit…$12M
End-of-year total assets ($M) among Livewell Alliance, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN223068632
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Livewell Alliance, Inc.)

Sponsor-wide plan assets over time

All Livewell Alliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 24.949330052401137% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $11.8M $14.7M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 181 $12M
2023 1 205 $13M
2024 1 190 $15M

Nearby 401(k) Plans in Connecticut

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

Livewell Alliance, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Livewell Alliance, Inc. 401(k) Plan, Total assets ($B): 0.011772264 · Participants: 181Livewell Alliance, Inc. 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
Livewell Alliance, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Livewell Alliance, Inc. 401(k) Plan side-by-side with 3 peers →

Livewell Alliance, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Settle Muter Electric 401(k) Profit Sharing Plan in OH ($12M); by covered participants it is Rob's Automotive & Collision in PA (181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Livewell Alliance, Inc. 401(k) Plan assets move in 2022? ▼
Livewell Alliance, Inc. 401(k) Plan declined sharply - down 18.8% during 2022, from $14M to $12M. Reported net income was -$3M.
How have Livewell Alliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Livewell Alliance, Inc.'s sponsor-wide assets grew 24.9%, from $12M to $15M.
Which 401(k) plans are similar in size to Livewell Alliance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Settle Muter Electric 401(k) Profit Sharing Plan in OH ($12M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Livewell Alliance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rob's Automotive & Collision in PA (181 participants, N/A 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 223068632.

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.