Defined Benefit (Pension) · DOL Form 5500 · 2023

Liberta & Milo LLP Pension Plan

Data updated 2026-08-11

$744K
Total assets
8
Participants
21st
Percentile by assets
$93,050
Avg per participant
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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.

  • 21st percentile by assets (of 127,072 plans)
  • #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.

$744K
total plan assets (2023 EOY)
8
covered participants
21st
percentile by assets (of 127,072 plans)
$93,050
avg assets per participant

Where Liberta & Milo LLP Cash Balance Plan sits by total 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 $2,010,000,000 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

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 →

State
New York
Industry
Professional & Technical Services

Liberta & Milo LLP across 2 plan years on file

Across the 2 plan years Liberta & Milo LLP has on file (2022-2023), sponsor-wide plan assets have moved from $703K to $971K, a gain of 38.2%, while reported participants moved from 16 to 16 (+0.0%).

Liberta & Milo LLP multi-year asset trail

$0.6M$0.7M$0.8M$0.9M$1M 20222023 $0.7M $0.97M ▲ +38.6%
Total plan assets by year, all Liberta & Milo LLP plans on file
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 ($B) Participants Liberta & Milo LLP C…, Total assets ($B): 0.000744396 · Participants: 8Liberta & Milo LLP C…IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Liberta & Milo LLP Cash Balance Plan by total assets, not by location.

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).

Next read for Liberta & Milo LLP Cash Balance Plan

Multi-year trail

Ways to act on Liberta & Milo LLP Cash Balance Plan's numbers.

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.