401(k) · DOL Form 5500 · 2023

Liberta & Milo LLP 401(k) Plan

Data updated 2026-08-25

$227K
Total assets Small plan by assets
8
Participants Small participant base
12th
Percentile by assets National rank
$28,367
Avg per participant Low balance/head
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Official DOL plan name: Liberta & Milo LLP 401(k) Profit Sharing Plan · Sponsored by Liberta & Milo LLP · New York · Professional & Technical Services

$227K in assets, 8 participants

Liberta & Milo LLP's Liberta & Milo LLP 401(k) Profit Sharing Plan reported $227K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,832 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 401(k) Profit Sharing Plan at $227K / 8 participants.

#1,832
in Professional & Technical Services (20,321 peers)
+43.3%
assets growth YoY

Liberta & Milo LLP 401(k) Profit Sharing Plan among the smaller filed plans by assets

Liberta & Milo LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$226,934 12th percentile higher than 12% 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 401(k) Profit Sharing 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 401(k) Profit Sharing 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 401(k) Profit Sharing Plan reported net income rose from $8K in the plan year 2022 filing to $69K in the plan year 2023 filing.
  • Liberta & Milo LLP 401(k) Profit Sharing Plan end-of-year assets rose from $158K in the plan year 2022 filing to $227K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112876516 · Liberta & Milo LLP PY 2023 · 401(k)

Liberta & Milo LLP 401(k) Profit Sharing Plan · $227K · 8 · 12th

  • EBSA $227K
  • PART 8
  • TYPE 12th
  • NET 401(k)
  • BOOK near Ocean View Bcs Corporation 401(k) Plan
  • VS-ST ind #1832

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 401(k) Profit Sharing Plan in the asset neighbourhood

Liberta & Milo LLP 401(k) Profit Sharing PlanLiberta & Milo LLP 401(k) Pr…$227KOcean View Bcs Corporation 401(k) PlanOcean View Bcs Corporation 4…$227KRunestone Capital Incorporated Retirement PlanRunestone Capital Incorporat…$227KBearpres, Inc. 401(k) Profit Sharing PlanBearpres, Inc. 401(k) Profit…$227KOn Fire Hospitality Retirement PlanOn Fire Hospitality Retireme…$227K
End-of-year total assets ($M) among Liberta & Milo LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) 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)$158K
Net Assets (End of Year)$227K
Net Income$69K
Employer EIN112876516
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Liberta & Milo LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Liberta & Milo LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.000226934 · Participants: 8Liberta & Milo LLP 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Liberta & Milo LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Liberta & Milo LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Liberta & Milo LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ocean View Bcs Corporation 401(k) Plan in FL ($227K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($227K here).

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 401(k) Profit Sharing Plan assets move in 2023? ▼
Liberta & Milo LLP 401(k) Profit Sharing Plan surged - up 43.3% during 2023, from $158K to $227K. Reported net income was $69K.
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 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Liberta & Milo LLP 401(k) Profit Sharing Plan ranks in the 12th 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 401(k) plans are similar in size to Liberta & Milo LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ocean View Bcs Corporation 401(k) Plan in FL ($227K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Liberta & Milo LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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.