401(k) · DOL Form 5500 · 2023

Liviniti Intermediate II, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
302
Participants Below avg headcount
58th
Percentile by assets National rank
$32,407
Avg per participant Low balance/head
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Official DOL plan name: Liviniti Intermediate II, LLC 401(k) Plan · Sponsored by Liviniti Intermediate II, LLC · Louisiana · Finance & Insurance

$10M in assets, 302 participants

Liviniti Intermediate II, LLC's Liviniti Intermediate II, LLC 401(k) Plan reported $10M in total assets and 302 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,804 in Finance & Insurance (8,869 peers)

Liviniti Intermediate II, LLC multi-year trail

Liviniti Intermediate II, LLC's plans moved +99.9% in assets from 2022 to 2024; this filing shows Liviniti Intermediate II, LLC 401(k) Plan at $10M / 302 participants.

#3,804
in Finance & Insurance (8,869 peers)
+46.5%
assets growth YoY

Liviniti Intermediate II, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Liviniti Intermediate II, LLC 401(k) Plan vs every filed plan by assets

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

$9,786,916 Top 42% higher than 58% 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

Liviniti Intermediate II, LLC 401(k) 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. Liviniti Intermediate II, LLC 401(k) Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liviniti Intermediate II, LLC 401(k) Plan reported net income rose from $801K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Liviniti Intermediate II, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Liviniti Intermediate II, LLC 401(k) Plan reported participants rose from 217 in the plan year 2022 filing to 302 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 845140855 · Liviniti Intermediate II, LLC PY 2023 · 401(k)

Liviniti Intermediate II, LLC 401(k) Plan · $10M · 302 · 58th

  • SCH $10M
  • EBSA 302
  • PART 58th
  • TYPE 401(k)
  • NET near Bci Burke Company, LLC 401(k) & Profit Sharing Plan
  • BOOK ind #3804

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 Louisiana →

Liviniti Intermediate II, LLC 401(k) Plan in the asset neighbourhood

Liviniti Intermediate II, LLC 401(k) PlanLiviniti Intermediate II, LL…$10MBci Burke Company, LLC 401(k) & Profit Sharing PlanBci Burke Company, LLC 401(k…$10MTaconic Builders 401(k) Plan$10MAgeiss Inc. 401(k) Profit Sharing PlanAgeiss Inc. 401(k) Profit Sh…$10MRag & Bone Industries, LLC 401(k) PlanRag & Bone Industries, LLC 4…$10M
End-of-year total assets ($M) among Liviniti Intermediate II, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Liviniti Intermediate II, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Liviniti Intermediate II, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 99.86000752412794% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $6.68M $13.4M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 217 $7M
2023 1 302 $10M
2024 1 364 $13M

Liviniti Intermediate II, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN845140855
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Liviniti Intermediate II, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Liviniti Intermediate II, LLC 401(k) Plan, Total assets ($B): 0.009786916 · Participants: 302Liviniti Intermediate II, LLC 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Liviniti Intermediate II, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Liviniti Intermediate II, LLC 401(k) Plan side-by-side with 3 peers →

Liviniti Intermediate II, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Bci Burke Company, LLC 401(k) & Profit Sharing Plan in WI ($10M); by covered participants it is Big Village Group USA Retirement Savings Plan in NJ (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Liviniti Intermediate II, LLC 401(k) Plan assets move in 2023? ▼
Liviniti Intermediate II, LLC 401(k) Plan surged - up 46.5% during 2023, from $7M to $10M. Reported net income was $3M.
How have Liviniti Intermediate II, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liviniti Intermediate II, LLC's sponsor-wide assets grew 99.9%, from $7M to $13M.
Which 401(k) plans are similar in size to Liviniti Intermediate II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bci Burke Company, LLC 401(k) & Profit Sharing Plan in WI ($10M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Liviniti Intermediate II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big Village Group USA Retirement Savings Plan in NJ (302 participants, N/A 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 845140855.

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.