401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$163M
Total assets: 961
Participants: 94th
Percentile by assets: $169,152
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$163M
total plan assets (2023 EOY): 961
covered participants: 94th
percentile by assets (of 127,072 plans): $169,152
avg assets per participant

Where Liuna National 401(k) Retirement Savings Plan sits 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

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 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 →

State

District of Columbia

Industry

Other Services

Liuna National 401(k) Retirement Savings Plan vs the 2023 asset distribution

By assets, Liuna National 401(k) Retirement Savings Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$137M
Net Assets (End of Year)	$162M
Net Income	$25M
Employer EIN	526941497
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees of the Liuna National 401(k) Retirement Savings Plan plans on file

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

Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
Geico 401(k) Savings Plan $5.8B · 39,034
Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
Finra Savings Plus Plan $2.2B · 3,958
Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870

Compare Liuna National 401(k) Retirement Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Liuna National 401(k) Retirement Savings Plan by total assets, not by location.

Hood Container Corporation 401(k) Savings Plan (GA) $163M · 2,712
Fleetpride Inc. Retirement & Savings Plan (TX) $163M · 4,220
Cascades 401(k) Savings and Retirement Plan (NY) $162M · 2,288
Terteling Employees' Profit Sharing and Thrift Savings Plan (ID) $162M · 1,211

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).

Next read for Liuna National 401(k) Retirement Savings…

Scale reading

Ways to act on Liuna National 401(k) Retirement Savings Plan's numbers.

By total assets, Liuna National 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
Board of Trustees of the Liuna National 401(k) Retirement Savings Plan's sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Other Services plans

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.