401(k) · DOL Form 5500 · 2023

Liberty Excavators, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
196
Participants Below avg headcount
69th
Percentile by assets National rank
$84,222
Avg per participant Below avg balance/head
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Official DOL plan name: Future Solutions Retirement Plan · Sponsored by Liberty Excavators, Inc. · Pennsylvania · Construction

$17M in assets, 196 participants

Liberty Excavators, Inc.'s Future Solutions Retirement Plan reported $17M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,108 in Construction (9,030 peers)

Coverage in Pennsylvania

Future Solutions Retirement Plan covers 196 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $17M.

#6,108
in Construction (9,030 peers)
+14.4%
assets growth YoY

Future Solutions Retirement Plan's outsized position by total assets

Future Solutions Retirement Plan vs every filed plan by assets

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

$16,507,554 Top 31% higher than 69% 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

Future Solutions Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Future Solutions Retirement Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Future Solutions Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Future Solutions Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Future Solutions Retirement Plan reported participants fell from 223 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232023985 · Liberty Excavators, Inc. PY 2023 · 401(k)

Future Solutions Retirement Plan · $17M · 196 · 69th

  • VS-ST $17M
  • BOY 196
  • SCH 69th
  • EBSA 401(k)
  • PART near First Western Bancshares, Inc. Employee Stock Ownership and 401(k) Plan
  • TYPE ind #6108

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 Construction retirement plans → · Plans in Pennsylvania →

Future Solutions Retirement Plan in the asset neighbourhood

Future Solutions Retirement PlanFuture Solutions Retirement …$17MFirst Western Bancshares, Inc. Employee Stock Ownership and 401(k) PlanFirst Western Bancshares, In…$17MFirst Oklahoma Bank 401(k) Employee Stock Ownership PlanFirst Oklahoma Bank 401(k) E…$17MWittmann USA Inc.$17MBenfield Electric Company, Inc. 401(k) Profit Sharing PlanBenfield Electric Company, I…$17M
End-of-year total assets ($M) among Future Solutions Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN232023985
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Excavators, Inc.)

Sponsor-wide plan assets over time

All Liberty Excavators, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 31.205140319904217% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.4M $18.9M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 223 $14M
2023 1 196 $17M
2024 1 198 $19M

Nearby 401(k) Plans in Pennsylvania

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

Future Solutions Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Future Solutions Retirement Plan, Total assets ($B): 0.016507554 · Participants: 196Future Solutions Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Future Solutions Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Future Solutions Retirement Plan side-by-side with 3 peers →

Future Solutions Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is First Western Bancshares, Inc. Employee Stock Ownership and 401(k) Plan in AR ($17M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Future Solutions Retirement Plan assets move in 2023? ▼
Future Solutions Retirement Plan grew at a solid clip - up 14.4% during 2023, from $14M to $17M. Reported net income was $2M.
How have Liberty Excavators, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Excavators, Inc.'s sponsor-wide assets grew 31.2%, from $14M to $19M.
Which 401(k) plans are similar in size to Future Solutions Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Western Bancshares, Inc. Employee Stock Ownership and 401(k) Plan in AR ($17M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Future Solutions Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logicworks 401(k) Plan in NY (196 participants, N/A 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 232023985.

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.