401(k) · DOL Form 5500 · 2023

Mary Ann Liebert, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
132
Participants Small participant base
69th
Percentile by assets National rank
$125,419
Avg per participant Near avg balance/head
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Official DOL plan name: Mary Ann Liebert, Inc. 401(k) Plan · Sponsored by Mary Ann Liebert, Inc. · New York · Wholesale Trade

$17M in assets, 132 participants

Mary Ann Liebert, Inc.'s Mary Ann Liebert, Inc. 401(k) Plan reported $17M in total assets and 132 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.

  • #4,077 in Wholesale Trade (6,309 peers)

Coverage in New York

Mary Ann Liebert, Inc. 401(k) Plan covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $17M.

#4,077
in Wholesale Trade (6,309 peers)
+17.9%
assets growth YoY

Mary Ann Liebert, Inc. 401(k) Plan's outsized position by total assets

Mary Ann Liebert, Inc. 401(k) Plan vs every filed plan by assets

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

$16,555,317 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

Mary Ann Liebert, Inc. 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. Mary Ann Liebert, Inc. 401(k) Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mary Ann Liebert, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mary Ann Liebert, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Mary Ann Liebert, Inc. 401(k) Plan reported participants rose from 126 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133025783 · Mary Ann Liebert, Inc. PY 2023 · 401(k)

Mary Ann Liebert, Inc. 401(k) Plan · $17M · 132 · 69th

  • PART $17M
  • PART 132
  • PART 69th
  • PART 401(k)
  • PART near Rsg Forest Products Inc 401(k) Plan
  • PART ind #4077

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 Wholesale Trade retirement plans → · Plans in New York →

Mary Ann Liebert, Inc. 401(k) Plan in the asset neighbourhood

Mary Ann Liebert, Inc. 401(k) PlanMary Ann Liebert, Inc. 401(k…$17MRsg Forest Products Inc 401(k) PlanRsg Forest Products Inc 401(…$17MRedgrave LLP 401(k) Plan$17MVca Consultants, Inc. 401(k) PlanVca Consultants, Inc. 401(k)…$17MCoast to Coast Computer Products, Inc. 401(k) PlanCoast to Coast Computer Prod…$17M
End-of-year total assets ($M) among Mary Ann Liebert, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN133025783
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mary Ann Liebert, Inc.)

Sponsor-wide plan assets over time

All Mary Ann Liebert, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 30.842974098086334% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $18.4M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 126 $14M
2023 1 132 $17M
2024 1 141 $18M

Nearby 401(k) Plans in New York

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

Mary Ann Liebert, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mary Ann Liebert, Inc. 401(k) Plan, Total assets ($B): 0.016555317 · Participants: 132Mary Ann Liebert, Inc. 401(k) 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
Mary Ann Liebert, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Mary Ann Liebert, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rsg Forest Products Inc 401(k) Plan in WA ($17M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Mary Ann Liebert, Inc. 401(k) Plan assets move in 2023?
Mary Ann Liebert, Inc. 401(k) Plan grew sharply - up 17.9% during 2023, from $14M to $17M. Reported net income was $3M.
How have Mary Ann Liebert, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mary Ann Liebert, Inc.'s sponsor-wide assets grew 30.8%, from $14M to $18M.
Which 401(k) plans are similar in size to Mary Ann Liebert, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Rsg Forest Products Inc 401(k) Plan in WA ($17M, 572 participants).
Which 401(k) plans cover a similar participant headcount to Mary Ann Liebert, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M in assets).