Defined Benefit (Pension) · DOL Form 5500 · 2023

Liberta & Milo LLP Pension Plan

Data updated 2026-08-25

$744K
Total assets Small plan by assets
8
Participants Small participant base
21st
Percentile by assets National rank
$93,050
Avg per participant Below avg balance/head
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Official DOL plan name: Liberta & Milo LLP Cash Balance Plan · Sponsored by Liberta & Milo LLP · New York · Professional & Technical Services

$744K in assets, 8 participants

Liberta & Milo LLP's Liberta & Milo LLP Cash Balance Plan reported $744K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,301 in Professional & Technical Services (20,321 peers)

Liberta & Milo LLP multi-year trail

Liberta & Milo LLP's plans moved +38.2% in assets from 2022 to 2023; this filing shows Liberta & Milo LLP Cash Balance Plan at $744K / 8 participants.

#3,301
in Professional & Technical Services (20,321 peers)
+36.7%
assets growth YoY

Liberta & Milo LLP Cash Balance Plan among the smaller filed plans by assets

Liberta & Milo LLP Cash Balance Plan vs every filed plan by assets

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

$744,396 21st percentile higher than 21% 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

Liberta & Milo LLP Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberta & Milo LLP Cash Balance Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberta & Milo LLP Cash Balance Plan end-of-year assets rose from $544K in the plan year 2022 filing to $744K in the plan year 2023 filing.
  • Liberta & Milo LLP Cash Balance Plan reported net income rose from $149K in the plan year 2022 filing to $200K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112876516 · Liberta & Milo LLP PY 2023 · Defined Benefit (Pension)

Liberta & Milo LLP Cash Balance Plan · $744K · 8 · 21st

  • VS-ST $744K
  • VS-ST 8
  • VS-ST 21st
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Shearer & Bonney, P.C. Cash Balance Plan
  • VS-ST ind #3301

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 Professional & Technical Services retirement plans → · Plans in New York →

Liberta & Milo LLP Cash Balance Plan in the asset neighbourhood

Shearer & Bonney, P.C. Cash Balance PlanShearer & Bonney, P.C. Cash …$747KOddworld Inhabitants Inc Defined Benefit Pension PlanOddworld Inhabitants Inc Def…$747KRebecca Lee Dds a Dental Corp Defined Benefit Pension PlanRebecca Lee Dds a Dental Cor…$747KLiberta & Milo LLP Cash Balance PlanLiberta & Milo LLP Cash Bala…$744KNielsen & Bainbridge Employees' Retirement Income PlanNielsen & Bainbridge Employe…$742K
End-of-year total assets ($M) among Liberta & Milo LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Liberta & Milo LLP multi-year asset trail

Sponsor-wide plan assets over time

All Liberta & Milo LLP plans reported in each filing year

Latest sponsor-wide plan assets
$971K 38.211937397461234% vs 2022
2023 filing year
$0.6M$0.7M$0.8M$0.9M$1M 20222023 $0.7M $0.97M ▲ +38.6%
Year Plans Participants Total Assets
2022 2 16 $703K
2023 2 16 $971K

Liberta & Milo LLP filing trail (2023)

Total Assets (Beginning of Year)$544K
Net Assets (End of Year)$744K
Net Income$200K
Employer EIN112876516
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Liberta & Milo LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Liberta & Milo LLP Cash Balance Plan, Total assets ($B): 0.000744396 · Participants: 8Liberta & Milo LLP Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Liberta & Milo LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Liberta & Milo LLP Cash Balance Plan side-by-side with 3 peers →

Liberta & Milo LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Shearer & Bonney, P.C. Cash Balance Plan in ID ($747K); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Liberta & Milo LLP Cash Balance Plan assets move in 2023? ▼
Liberta & Milo LLP Cash Balance Plan surged - up 36.7% during 2023, from $544K to $744K. Reported net income was $200K.
How have Liberta & Milo LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Liberta & Milo LLP's sponsor-wide assets grew 38.2%, from $703K to $971K.
Where does Liberta & Milo LLP Cash Balance Plan rank by assets among Form 5500 filers? ▼
Liberta & Milo LLP Cash Balance Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Liberta & Milo LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Shearer & Bonney, P.C. Cash Balance Plan in ID ($747K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Liberta & Milo LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $992K 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 112876516.

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.