Profit Sharing · DOL Form 5500 · 2023

Lively Group, LLC Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
43
Participants Small participant base
61st
Percentile by assets National rank
$254,966
Avg per participant Above avg balance/head
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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.

  • #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.

#1,368
in Information & Media (2,818 peers)
+27.9%
assets growth YoY

Lively Group, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Information & Media and all filers

Lively Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,963,551 Top 39% higher than 61% 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

Lively Group, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lively Group, LLC 401(k) Profit Sharing Plan is a small filing (43 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205004641 · Lively Group, LLC PY 2023 · Profit Sharing

Lively Group, LLC 401(k) Profit Sharing Plan · $11M · 43 · 61st

  • PART $11M
  • TYPE 43
  • NET 61st
  • BOOK Profit Sharing
  • VS-ST near Casa Colina, Inc. Retirement Plan
  • BOY ind #1368

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 Information & Media retirement plans → · Plans in New York →

Lively Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Lively Group, LLC 401(k) Profit Sharing PlanLively Group, LLC 401(k) Pro…$11MCasa Colina, Inc. Retirement PlanCasa Colina, Inc. Retirement…$11MCollegiate Academies 403(b) PlanCollegiate Academies 403(b) …$11MVisiting Nurse Association Retirement PlanVisiting Nurse Association R…$11MPeabody Essex Museum 401(a) PlanPeabody Essex Museum 401(a) …$11M
End-of-year total assets ($M) among Lively Group, LLC 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Lively Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lively Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 51.04581251488977% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.57M $13M ▲ +51.1%
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 EIN205004641
Plan Effective Date1985-12-31
Filing StatusFILING 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 Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Lively Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.010963551 · Participants: 43Lively Group, LLC 401(k) Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Lively Group, LLC 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Lively Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lively Group, LLC 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Casa Colina, Inc. Retirement Plan in CA ($11M); by covered participants it is Athenia Mason Profit-Sharing Plan in NJ (43 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Lively Group, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Lively Group, LLC 401(k) Profit Sharing Plan grew sharply - up 27.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have Lively Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lively Group, LLC's sponsor-wide assets grew 51.0%, from $9M to $13M.
Which Profit Sharing plans are similar in size to Lively Group, LLC 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Casa Colina, Inc. Retirement Plan in CA ($11M, 783 participants).
Which Profit Sharing plans cover a similar participant headcount to Lively Group, LLC 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Athenia Mason Profit-Sharing Plan in NJ (43 participants, $1M 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 205004641.

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.