Defined Benefit (Pension) · DOL Form 5500 · 2023

Liggett & Myers Holdings Inc. Pension Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
11
Participants Small participant base
83rd
Percentile by assets National rank
$3.6M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees · Sponsored by Liggett & Myers Holdings Inc. · Florida · Manufacturing

$39M in assets, 11 participants

Liggett & Myers Holdings Inc.'s Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees reported $39M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,168 in Manufacturing (18,722 peers)

Where Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees sits by assets

Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees sits in the top quartile of all filed plans by assets, $39M for 11 participants (~$3.6M/participant), up 1.5% in 2023.

#14,168
in Manufacturing (18,722 peers)
+1.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees's outsized position by total assets

Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees vs every filed plan by assets

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

$39,380,000 Top 17% higher than 83% 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

Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees reported net income rose from -$11M in the plan year 2022 filing to $594K in the plan year 2023 filing.
  • Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees reported participants fell from 14 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees end-of-year assets rose from $39M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 510413146 · Liggett & Myers Holdings Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees · $39M · 11 · 83rd

  • IND $39M
  • IND 11
  • IND 83rd
  • IND Defined Benefit (Pension)
  • IND near Jovia Financial Credit Union Defined Benefit Plan and Trust
  • IND ind #14168

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 Manufacturing retirement plans → · Plans in Florida →

Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees in the asset neighbourhood

Staff Employees Pension Plan of the Cpf of the Iuoe & Part. Empl.Staff Employees Pension Plan…$39MJovia Financial Credit Union Defined Benefit Plan and TrustJovia Financial Credit Union…$39MRetirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit EmployeesRetirement Plan of Liggett G…$39MWashington-Idaho Cement Masons Employers Retirement Trust FundWashington-Idaho Cement Maso…$39MThe Fidelity Bank Pension PlanThe Fidelity Bank Pension Pl…$39M
End-of-year total assets ($M) among Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$39M
Net Income$594K
Employer EIN510413146
Plan Effective Date1941-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liggett & Myers Holdings Inc.)

Sponsor-wide plan assets over time

All Liggett & Myers Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 6.503736940124588% vs 2022
2024 filing year
$82M$84M$86M$88M$90M$92M 202220232024 $84.1M $89.5M ▲ +6.5%
Year Plans Participants Total Assets
2022 2 79 $84M
2023 2 69 $88M
2024 2 59 $90M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees, Total assets ($B): 0.03938 · Participants: 11Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit EmployeesL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees side-by-side with 3 peers →

Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Jovia Financial Credit Union Defined Benefit Plan and Trust in NY ($39M); by covered participants it is Therapeutic Radiation Oncology, P.C. Cash Balance Plan in GA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees assets move in 2023? ▼
Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees edged up modestly - up 1.5% during 2023, from $39M to $39M. Reported net income was $594K.
How have Liggett & Myers Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liggett & Myers Holdings Inc.'s sponsor-wide assets grew 6.5%, from $84M to $90M.
Where does Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees rank by assets among Form 5500 filers? ▼
Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jovia Financial Credit Union Defined Benefit Plan and Trust in NY ($39M, 373 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Therapeutic Radiation Oncology, P.C. Cash Balance Plan in GA (11 participants, $2M 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 510413146.

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.