401(k) · DOL Form 5500 · 2022

The Liberty Company Insurance Brokers, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
300
Participants Below avg headcount
75th
Percentile by assets National rank
$56,857
Avg per participant Low balance/head
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Official DOL plan name: The Liberty Company 401(k) Plan · Sponsored by The Liberty Company Insurance Brokers, Inc. · California · Finance & Insurance

$17M in assets, 300 participants

The Liberty Company Insurance Brokers, Inc.'s The Liberty Company 401(k) Plan reported $17M in total assets and 300 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,590 in Finance & Insurance (9,261 peers)

Coverage in California

The Liberty Company 401(k) Plan covers 300 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $17M.

#5,590
in Finance & Insurance (9,261 peers)
+170.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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

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

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

$17,057,073 Top 25% higher than 75% 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

The Liberty Company 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. The Liberty Company 401(k) Plan sits mid-pack in the medium band (300 participants).

Form 5500 schedule snapshot

Filing strip 270063026 · The Liberty Company Insurance Brokers, Inc. PY 2022 · 401(k)

The Liberty Company 401(k) Plan · $17M · 300 · 75th

  • PCT $17M
  • EIN 300
  • RANK 75th
  • PHOTO 401(k)
  • IND near Ioffice + Spaceiq 401(k) Savings Plan
  • EOY ind #5590

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 California →

The Liberty Company 401(k) Plan in the asset neighbourhood

The Liberty Company 401(k) PlanThe Liberty Company 401(k) P…$17MIoffice + Spaceiq 401(k) Savings PlanIoffice + Spaceiq 401(k) Sav…$17MKruggel, Lawton & Co. Employees' Benefit PlanKruggel, Lawton & Co. Employ…$17MOvative Group 401(k) Plan$17MMarsh Automotive Group 401(k) Plan & TrustMarsh Automotive Group 401(k…$17M
End-of-year total assets ($M) among The Liberty Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$17M
Net Income$6M
Employer EIN270063026
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Liberty Company Insurance Brokers, Inc.)

Sponsor-wide plan assets over time

All The Liberty Company Insurance Brokers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 75.29787203232348% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.1M $29.9M ▲ +75.3%
Year Plans Participants Total Assets
2022 1 300 $17M
2023 1 764 $23M
2024 1 676 $30M

Nearby 401(k) Plans in California

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

The Liberty Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Liberty Company 401(k) Plan, Total assets ($B): 0.017057073 · Participants: 300The Liberty Company 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Liberty Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Liberty Company 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ioffice + Spaceiq 401(k) Savings Plan in GA ($17M); by covered participants it is Parry's Pizza 401(k) Plan in CO (300 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (300 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 The Liberty Company 401(k) Plan assets move in 2022? ▼
The Liberty Company 401(k) Plan surged - up 170.8% during 2022, from $6M to $17M. Reported net income was $6M.
How have The Liberty Company Insurance Brokers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Liberty Company Insurance Brokers, Inc.'s sponsor-wide assets grew 75.3%, from $17M to $30M.
Where does The Liberty Company 401(k) Plan rank by assets among Form 5500 filers? ▼
The Liberty Company 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Liberty Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ioffice + Spaceiq 401(k) Savings Plan in GA ($17M, 272 participants).
Which 401(k) plans cover a similar participant headcount to The Liberty Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parry's Pizza 401(k) Plan in CO (300 participants, $606K 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 270063026.

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.