401(k) · DOL Form 5500 · 2023

Port Liberty USA LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
130
Participants Small participant base
86th
Percentile by assets National rank
$402,987
Avg per participant High balance/head
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Official DOL plan name: Port Liberty Retirement Plan · Sponsored by Port Liberty USA LLC · New York · Transportation & Warehousing

$52M in assets, 130 participants

Port Liberty USA LLC's Port Liberty Retirement Plan reported $52M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,820 in Transportation & Warehousing (3,362 peers)

Coverage in New York

Port Liberty Retirement Plan covers 130 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $52M.

#2,820
in Transportation & Warehousing (3,362 peers)
+19.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Port Liberty Retirement Plan's outsized position by total assets

Port Liberty Retirement Plan vs every filed plan by assets

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

$52,388,339 Top 14% higher than 86% 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

Port Liberty 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. Port Liberty Retirement Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Port Liberty Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Port Liberty Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471713574 · Port Liberty USA LLC PY 2023 · 401(k)

Port Liberty Retirement Plan · $52M · 130 · 86th

  • EBSA $52M
  • EBSA 130
  • EBSA 86th
  • EBSA 401(k)
  • EBSA near Neophotonics Corporation 401(k) Profit Sharing Plan & Trust
  • EBSA ind #2820

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 Transportation & Warehousing retirement plans → · Plans in New York →

Port Liberty Retirement Plan in the asset neighbourhood

Pgav Savings and Investment PlanPgav Savings and Investment …$52MPort Liberty Retirement Plan$52MNeophotonics Corporation 401(k) Profit Sharing Plan & TrustNeophotonics Corporation 401…$52MInvitation Homes 401(k) Plan$52MSonterra Medical Management Group Profit Sharing 401(k) PlanSonterra Medical Management …$52M
End-of-year total assets ($M) among Port Liberty Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$52M
Net Income$9M
Employer EIN471713574
Plan Effective Date2007-01-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Port Liberty USA LLC)

Sponsor-wide plan assets over time

All Port Liberty USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$58M 33.04965337105395% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.8M $58.3M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 130 $44M
2023 1 130 $52M
2024 1 119 $58M

Nearby 401(k) Plans in New York

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

Port Liberty Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Port Liberty Retirement Plan, Total assets ($B): 0.052388339 · Participants: 130Port Liberty Retirement 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
Port Liberty Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Port Liberty Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Neophotonics Corporation 401(k) Profit Sharing Plan & Trust in CA ($52M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Port Liberty Retirement Plan assets move in 2023? ▼
Port Liberty Retirement Plan grew sharply - up 19.6% during 2023, from $44M to $52M. Reported net income was $9M.
How have Port Liberty USA LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Port Liberty USA LLC's sponsor-wide assets grew 33.0%, from $44M to $58M.
Where does Port Liberty Retirement Plan rank by assets among Form 5500 filers? ▼
Port Liberty Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Port Liberty Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neophotonics Corporation 401(k) Profit Sharing Plan & Trust in CA ($52M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Port Liberty Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 471713574.

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.