401(k)
2023 plan-year 401(k) DOL Form 5500

Liebherr-America Inc. Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Liebherr Mining & Construction · Virginia · Manufacturing

What the 2023 filing shows

Liebherr-America Inc. Pension Plan holds $223M for 1,354 participants — about $164,854 per participant, up 23.0% over the 2023 plan year.

$223M
total plan assets (2023 EOY)
1,354
covered participants
$164,854
avg assets per participant
+23.0%
assets growth YoY
Total Assets (2023)
$223M
Participants
1,354
State
Industry
Manufacturing

What the Filing Says About Liebherr-America Inc. Pension Plan

Liebherr-America Inc. Pension Plan is a 401(k) retirement plan sponsored by Liebherr Mining & Construction, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $223M in total end-of-year assets and covers 1,354 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 540885749, and the plan has been effective since 1979-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $181M at the beginning of 2023 to $223M at year-end — a gain of 23.0%. Net assets (after liabilities) closed the year at $223M, with reported net income of $42M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$181M
Total Assets (End of Year)$223M
Net Assets (End of Year)$223M
Net Income$42M
Plan Type401(k)
Employer EIN540885749
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liebherr Mining & Construction)

Year Plans Participants Total Assets
2022 1 1,251 $181M
2023 1 1,354 $223M
2024 1 1,556 $264M

Nearby 401(k) Plans in Virginia

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

Frequently Asked Questions

How much money is in the Liebherr-America Inc. Pension Plan?
As of the 2023 Form 5500 filing, Liebherr-America Inc. Pension Plan holds $223M in total assets with 1,354 participants. It is sponsored by Liebherr Mining & Construction.
What type of plan is Liebherr-America Inc. Pension Plan?
Liebherr-America Inc. Pension Plan is a 401(k) plan. It has been effective since 1979-01-01. The plan is filed with the U.S. Department of Labor under EIN 540885749.
Who sponsors the Liebherr-America Inc. Pension Plan?
Liebherr-America Inc. Pension Plan is sponsored by Liebherr Mining & Construction, located in Virginia. The sponsor's EIN is 540885749 and the plan operates in the Manufacturing industry.
How did Liebherr-America Inc. Pension Plan perform in 2023?
Liebherr-America Inc. Pension Plan grew by 23.0% during 2023, moving from $181M to $223M in total assets. Net income was $42M.
Where can I find official filings for Liebherr-America Inc. Pension Plan?
Official Form 5500 filings for Liebherr-America Inc. Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540885749 or plan name at efast.dol.gov.
How does Liebherr-America Inc. Pension Plan compare to other plans?
You can compare Liebherr-America Inc. Pension Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 540885749.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.