Livewell Alliance, Inc. 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Livewell Alliance, Inc. · Connecticut · Healthcare & Social Assistance
What the 2023 filing shows
Livewell Alliance, Inc. 401(k) Plan holds $12M for 181 participants — about $65,040 per participant, down 18.8% over the 2022 plan year.
- $12M
- total plan assets (2022 EOY)
- 181
- covered participants
- $65,040
- avg assets per participant
- -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.
What the Filing Says About Livewell Alliance, Inc. 401(k) Plan
Livewell Alliance, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Livewell Alliance, Inc., headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 181 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 223068632, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $14M at the beginning of 2022 to $12M at year-end — a decline of 18.8%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-2,721,306 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $14M |
| Total Assets (End of Year) | $12M |
| Net Assets (End of Year) | $12M |
| Net Income | $-2,721,306 |
| Plan Type | 401(k) |
| Employer EIN | 223068632 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Livewell Alliance, Inc.)
| 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.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- Xerox Corporation Savings Plan $3.9B · 10,291
- Linde Retirement Savings Plan $2.8B · 10,671
- Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Savings Plan $2.8B · 8,467
Related Data
Guides
Frequently Asked Questions
How much money is in the Livewell Alliance, Inc. 401(k) Plan? ▼
What type of plan is Livewell Alliance, Inc. 401(k) Plan? ▼
Who sponsors the Livewell Alliance, Inc. 401(k) Plan? ▼
How did Livewell Alliance, Inc. 401(k) Plan perform in 2022? ▼
Where can I find official filings for Livewell Alliance, Inc. 401(k) Plan? ▼
How does Livewell Alliance, Inc. 401(k) Plan compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.