401(k) · DOL Form 5500 · 2023

Board of Trustees of the Liuna National 401(k) Retirement Savings Plan 401(k) Plan

Data updated 2026-08-25

$163M
Total assets Near avg plan size
961
Participants Near avg headcount
94th
Percentile by assets National rank
$169,152
Avg per participant Above avg balance/head
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Official DOL plan name: Liuna National 401(k) Retirement Savings Plan · Sponsored by Board of Trustees of the Liuna National 401(k) Retirement Savings Plan · District of Columbia · Other Services

$163M in assets, 961 participants

Board of Trustees of the Liuna National 401(k) Retirement Savings Plan's Liuna National 401(k) Retirement Savings Plan reported $163M in total assets and 961 participants in its 2023 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.

  • #7,710 in Other Services (7,857 peers)

Where Liuna National 401(k) Retirement Savings Plan sits by assets

Liuna National 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $163M for 961 participants (~$169,152/participant), up 18.6% in 2023.

#7,710
in Other Services (7,857 peers)
+18.6%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Liuna National 401(k) Retirement Savings Plan's outsized position by total assets

Liuna National 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$162,554,920 Top 6% higher than 94% of 127,068 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 2023

Liuna National 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liuna National 401(k) Retirement Savings Plan sits mid-pack in the medium band (961 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liuna National 401(k) Retirement Savings Plan reported net income rose from -$22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Liuna National 401(k) Retirement Savings Plan end-of-year assets rose from $137M in the plan year 2022 filing to $163M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 526941497 · Board of Trustees of the Liuna National 401(k) Retirement Savings Plan PY 2023 · 401(k)

Liuna National 401(k) Retirement Savings Plan · $163M · 961 · 94th

  • EOY $163M
  • 5500 961
  • ASSETS 94th
  • PCT 401(k)
  • EIN near Hood Container Corporation 401(k) Savings Plan
  • RANK ind #7710

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 Other Services retirement plans → · Plans in District of Columbia →

Liuna National 401(k) Retirement Savings Plan in the asset neighbourhood

Hood Container Corporation 401(k) Savings PlanHood Container Corporation 4…$163MLiuna National 401(k) Retirement Savings PlanLiuna National 401(k) Retire…$163MFleetpride Inc. Retirement & Savings PlanFleetpride Inc. Retirement &…$163MCascades 401(k) Savings and Retirement PlanCascades 401(k) Savings and …$162MTerteling Employees' Profit Sharing and Thrift Savings PlanTerteling Employees' Profit …$162M
End-of-year total assets ($M) among Liuna National 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$162M
Net Income$25M
Employer EIN526941497
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Liuna National 401(k) Retirement Savings Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Liuna National 401(k) Retirement Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$182M 32.4383890581366% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $137M $182M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 970 $137M
2023 1 961 $163M
2024 1 1,623 $182M

Nearby 401(k) Plans in District of Columbia

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

Liuna National 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Liuna National 401(k) Retirement Savings Plan, Total assets ($B): 0.16255492 · Participants: 961Liuna National 401(k) Retirement Savings PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Liuna National 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Liuna National 401(k) Retirement Savings Plan side-by-side with 3 peers →

Liuna National 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Hood Container Corporation 401(k) Savings Plan in GA ($163M); by covered participants it is City Year 401(k) Savings Plan in MA (961 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (961 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Liuna National 401(k) Retirement Savings Plan assets move in 2023? ▼
Liuna National 401(k) Retirement Savings Plan grew sharply - up 18.6% during 2023, from $137M to $163M. Reported net income was $25M.
How have Board of Trustees of the Liuna National 401(k) Retirement Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Liuna National 401(k) Retirement Savings Plan's sponsor-wide assets grew 32.4%, from $137M to $182M.
Where does Liuna National 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Liuna National 401(k) Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Liuna National 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hood Container Corporation 401(k) Savings Plan in GA ($163M, 2,712 participants).
Which 401(k) plans cover a similar participant headcount to Liuna National 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is City Year 401(k) Savings Plan in MA (961 participants, $71M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 526941497.

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.