401(k) · DOL Form 5500 · 2023

Libertyfi LLC 401(k) Plan

Data updated 2026-08-25

$829K
Total assets Small plan by assets: 7
Participants Small participant base: 22nd
Percentile by assets National rank: $118,389
Avg per participant Near avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Libertyfi LLC 401(k) Plan · Sponsored by Libertyfi LLC · Alabama · Finance & Insurance

$829K in assets, 7 participants

Libertyfi LLC's Libertyfi LLC 401(k) Plan reported $829K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#1,230 in Finance & Insurance (8,869 peers)

2023 asset change

Libertyfi LLC 401(k) Plan surged 44.5% in 2023 ($573K → $829K) for 7 participants.

#1,230
in Finance & Insurance (8,869 peers): +44.5%
assets growth YoY

Libertyfi LLC 401(k) Plan among the smaller filed plans by assets

Libertyfi LLC 401(k) Plan vs every filed plan by assets

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

$828,725 22nd percentile higher than 22% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Libertyfi LLC 401(k) 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. Libertyfi LLC 401(k) Plan is a micro filing (7 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Libertyfi LLC 401(k) Plan reported net income rose from $142K in the plan year 2022 filing to $255K in the plan year 2023 filing.
Libertyfi LLC 401(k) Plan end-of-year assets rose from $573K in the plan year 2022 filing to $829K in the plan year 2023 filing.
Libertyfi LLC 401(k) Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 822020482 · Libertyfi LLC PY 2023 · 401(k)

Libertyfi LLC 401(k) Plan · $829K · 7 · 22nd

IND $829K
IND 7
IND 22nd
IND 401(k)
IND near Wja Properties Inc. 401(k) Plan
IND ind #1230

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 Finance & Insurance retirement plans → · Plans in Alabama →

End-of-year total assets ($M) among Libertyfi LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Libertyfi LLC years around the 2023 move

Latest sponsor-wide plan assets: $595K 3.790752552021473% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$573K
2023	1	7	$829K
2024	2	7	$595K

2023 asset-move particulars

Total Assets (Beginning of Year)	$573K
Net Assets (End of Year)	$829K
Net Income	$255K
Employer EIN	822020482
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Libertyfi LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Libertyfi LLC 401(k) Plan side-by-side with 3 peers →

Libertyfi LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Wja Properties Inc. 401(k) Plan in OH ($829K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($829K here).

Wja Properties Inc. 401(k) Plan (OH) $829K · 2
Kcg Transportation Retirement Plan (TN) $829K · 3
Estero Country Club, Inc. 401(k) Plan (FL) $829K · 52
Innovative Choices, Inc. 401(k) Profit Sharing Plan (SC) $828K · 7

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Asana Biosciences, LLC 401(k) Plan (NJ) 7 · 0 off
Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
Marietta Railroad Properties, Inc. 401(k) Plan (NY) 7 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 7 · 0 off

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 Libertyfi LLC 401(k) Plan assets move in 2023? ▼

Libertyfi LLC 401(k) Plan surged - up 44.5% during 2023, from $573K to $829K. Reported net income was $255K.

How have Libertyfi LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Libertyfi LLC's sponsor-wide assets grew 3.8%, from $573K to $595K.

Where does Libertyfi LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Libertyfi LLC 401(k) Plan ranks in the 22nd 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 Libertyfi LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wja Properties Inc. 401(k) Plan in OH ($829K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Libertyfi LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 822020482.