Profit Sharing · DOL Form 5500 · 2023
Lively Group, LLC Profit Sharing Plan
Data updated 2026-08-11
- $11M
- Total assets
- 43
- Participants
- 61st
- Percentile by assets
- $254,966
- Avg per participant
Official DOL plan name: Lively Group, LLC 401(k) Profit Sharing Plan · Sponsored by Lively Group, LLC · New York · Information & Media
$11M in assets, 43 participants
Lively Group, LLC's Lively Group, LLC 401(k) Profit Sharing Plan reported $11M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- 61st percentile by assets (of 127,072 plans)
- #1,368 in Information & Media (2,818 peers)
Lively Group, LLC multi-year trail
Lively Group, LLC's plans moved +51.0% in assets from 2022 to 2024; this filing shows Lively Group, LLC 401(k) Profit Sharing Plan at $11M / 43 participants.
- $11M
- total plan assets (2023 EOY)
- 43
- covered participants
- 61st
- percentile by assets (of 127,072 plans)
- $254,966
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lively Group, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Lively Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Lively Group, LLC 401(k) Profit Sharing Plan reported participants fell from 45 in the plan year 2022 filing to 43 in the plan year 2023 filing.
Lively Group, LLC across 3 plan years on file
Across the 3 plan years Lively Group, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $13M, a gain of 51.0%, while reported participants moved from 45 to 36 (-20.0%). Peak year by sponsor assets: 2024 ($13M); trough: 2022 ($9M).
Lively Group, LLC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $9M |
| 2023 | 1 | 43 | $11M |
| 2024 | 1 | 36 | $13M |
Lively Group, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 205004641 |
| Plan Effective Date | 1985-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Lively Group, LLC 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Lively Group, LLC 401(k) Profit Sharing Plan by total assets, not by location.
- Casa Colina, Inc. Retirement Plan (CA) $11M · 783
- Collegiate Academies 403(b) Plan (LA) $11M · 529
- Visiting Nurse Association Retirement Plan (NJ) $11M · 107
- Peabody Essex Museum 401(a) Plan (MA) $11M · 154
Frequently Asked Questions
How did Lively Group, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
How have Lively Group, LLC plan assets changed over time? ▼
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Multi-year trail
Ways to act on Lively Group, LLC 401(k) Profit Sharing Plan's numbers.
- By total assets, Lively Group, LLC 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Lively Group, LLC's sponsor-wide assets have grown 51.0% since 2022 across 3 plan years on file. More Information & Media plans