401(k) · DOL Form 5500 · 2023

Liberty Auto Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
394
Participants Below avg headcount
75th
Percentile by assets National rank
$56,557
Avg per participant Low balance/head
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Official DOL plan name: Liberty Auto Group, Ltd. 401(k) Plan · Sponsored by Liberty Auto Group, Ltd. · Ohio · Retail Trade

$22M in assets, 394 participants

Liberty Auto Group, Ltd.'s Liberty Auto Group, Ltd. 401(k) Plan reported $22M in total assets and 394 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,077 in Retail Trade (8,414 peers)

Where Liberty Auto Group, Ltd. 401(k) Plan sits by assets

Liberty Auto Group, Ltd. 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 394 participants (~$56,557/participant), up 14.3% in 2023.

#7,077
in Retail Trade (8,414 peers)
+14.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Liberty Auto Group, Ltd. 401(k) Plan's outsized position by total assets

Liberty Auto Group, Ltd. 401(k) Plan vs every filed plan by assets

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

$22,283,367 Top 25% higher than 75% 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

Liberty Auto Group, Ltd. 401(k) 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. Liberty Auto Group, Ltd. 401(k) Plan sits mid-pack in the medium band (394 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberty Auto Group, Ltd. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Liberty Auto Group, Ltd. 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Liberty Auto Group, Ltd. 401(k) Plan reported participants rose from 366 in the plan year 2022 filing to 394 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341926108 · Liberty Auto Group, Ltd. PY 2023 · 401(k)

Liberty Auto Group, Ltd. 401(k) Plan · $22M · 394 · 75th

  • BOY $22M
  • SCH 394
  • EBSA 75th
  • PART 401(k)
  • TYPE near Surgical Centers 401(k) Retirement Plan
  • NET ind #7077

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 Retail Trade retirement plans → · Plans in Ohio →

Liberty Auto Group, Ltd. 401(k) Plan in the asset neighbourhood

Genova Diagnostics 401(k) Profit Sharing PlanGenova Diagnostics 401(k) Pr…$22MLiberty Auto Group, Ltd. 401(k) PlanLiberty Auto Group, Ltd. 401…$22MSurgical Centers 401(k) Retirement PlanSurgical Centers 401(k) Reti…$22MTri Star Services, LLC 401(k) PlanTri Star Services, LLC 401(k…$22MLiberty Tire Services, LLC 401(k) PlanLiberty Tire Services, LLC 4…$22M
End-of-year total assets ($M) among Liberty Auto Group, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN341926108
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Auto Group, Ltd.)

Sponsor-wide plan assets over time

All Liberty Auto Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 27.198601125690015% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.5M $24.8M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 366 $19M
2023 1 394 $22M
2024 1 416 $25M

Nearby 401(k) Plans in Ohio

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

Liberty Auto Group, Ltd. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Liberty Auto Group, Ltd. 401(k) Plan, Total assets ($B): 0.022283367 · Participants: 394Liberty Auto Group, Ltd. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Liberty Auto Group, Ltd. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Liberty Auto Group, Ltd. 401(k) Plan side-by-side with 3 peers →

Liberty Auto Group, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Surgical Centers 401(k) Retirement Plan in SD ($22M); by covered participants it is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL (394 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (394 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 Liberty Auto Group, Ltd. 401(k) Plan assets move in 2023? ▼
Liberty Auto Group, Ltd. 401(k) Plan grew at a solid clip - up 14.3% during 2023, from $19M to $22M. Reported net income was $3M.
How have Liberty Auto Group, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Auto Group, Ltd.'s sponsor-wide assets grew 27.2%, from $19M to $25M.
Where does Liberty Auto Group, Ltd. 401(k) Plan rank by assets among Form 5500 filers? ▼
Liberty Auto Group, Ltd. 401(k) Plan ranks in the 75th 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 Liberty Auto Group, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Surgical Centers 401(k) Retirement Plan in SD ($22M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Auto Group, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL (394 participants, $47M 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 341926108.

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.