401(k) ยท DOL Form 5500 ยท 2023

Mary Ann Liebert, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$17M
Total assets
132
Participants
48th
Percentile by assets

Sponsored by Mary Ann Liebert, Inc. ยท New York ยท Wholesale Trade

What the 2023 filing shows

Mary Ann Liebert, Inc. 401(k) Plan holds $17M for 132 participants - about $125,419 per participant, in the lower half of filed plans by assets, up 17.9% over the 2023 plan year.

$17M
total plan assets (2023 EOY)
132
covered participants
48th
percentile by assets (of 72,800 plans)
$125,419
avg assets per participant
Total Assets (2023)
$17M
Participants
132
State
Industry
Wholesale Trade

What the Filing Says About Mary Ann Liebert, Inc. 401(k) Plan

Mary Ann Liebert, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Mary Ann Liebert, Inc., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 132 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 133025783, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2023 to $17M at year-end - a gain of 17.9%. Net assets (after liabilities) closed the year at $17M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$3M
Plan Type401(k)
Employer EIN133025783
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mary Ann Liebert, Inc.)

Year Plans Participants Total Assets
2022 1 126 $14M
2023 1 132 $17M
2024 1 141 $18M

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Frequently Asked Questions

How much money is in the Mary Ann Liebert, Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, Mary Ann Liebert, Inc. 401(k) Plan holds $17M in total assets with 132 participants. It is sponsored by Mary Ann Liebert, Inc..
What type of plan is Mary Ann Liebert, Inc. 401(k) Plan?
Mary Ann Liebert, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 133025783.
Who sponsors the Mary Ann Liebert, Inc. 401(k) Plan?
Mary Ann Liebert, Inc. 401(k) Plan is sponsored by Mary Ann Liebert, Inc., located in New York. The sponsor's EIN is 133025783 and the plan operates in the Wholesale Trade industry.
How did Mary Ann Liebert, Inc. 401(k) Plan perform in 2023?
Mary Ann Liebert, Inc. 401(k) Plan grew by 17.9% during 2023, moving from $14M to $17M in total assets. Net income was $3M.
Where can I find official filings for Mary Ann Liebert, Inc. 401(k) Plan?
Official Form 5500 filings for Mary Ann Liebert, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133025783 or plan name at efast.dol.gov.
How does Mary Ann Liebert, Inc. 401(k) Plan compare to other plans?
You can compare Mary Ann Liebert, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 133025783.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.