401(k) · DOL Form 5500 · 2023

LIVEONNY 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
234
Participants Below avg headcount
83rd
Percentile by assets National rank
$170,607
Avg per participant Above avg balance/head
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Official DOL plan name: Liveonny Tax Deferred Annuity Plan · Sponsored by LIVEONNY · New York · Healthcare & Social Assistance

$40M in assets, 234 participants

LIVEONNY's Liveonny Tax Deferred Annuity Plan reported $40M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,123 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Liveonny Tax Deferred Annuity Plan covers 234 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $40M.

#15,123
in Healthcare & Social Assistance (17,684 peers)
+15.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Liveonny Tax Deferred Annuity Plan's outsized position by total assets

Liveonny Tax Deferred Annuity Plan vs every filed plan by assets

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

$39,922,086 Top 17% higher than 83% 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

Liveonny Tax Deferred Annuity 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. Liveonny Tax Deferred Annuity Plan sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liveonny Tax Deferred Annuity Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Liveonny Tax Deferred Annuity Plan reported participants rose from 188 in the plan year 2022 filing to 234 in the plan year 2023 filing.
  • Liveonny Tax Deferred Annuity Plan end-of-year assets rose from $35M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132945229 · LIVEONNY PY 2023 · 401(k)

Liveonny Tax Deferred Annuity Plan · $40M · 234 · 83rd

  • VS-ST $40M
  • VS-ST 234
  • VS-ST 83rd
  • VS-ST 401(k)
  • VS-ST near Rocky Brands, Inc. 401(k) Plan and Trust
  • VS-ST ind #15123

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Liveonny Tax Deferred Annuity Plan in the asset neighbourhood

Mccreary Modern, Inc. Employees' 401(k) PlanMccreary Modern, Inc. Employ…$40MLiveonny Tax Deferred Annuity PlanLiveonny Tax Deferred Annuit…$40MRocky Brands, Inc. 401(k) Plan and TrustRocky Brands, Inc. 401(k) Pl…$40MDatacor, Inc. 401(k) Plan$40MPrimary Care Partners/Atlantic Health Partners 401(k) Profit Sharing PlanPrimary Care Partners/Atlant…$40M
End-of-year total assets ($M) among Liveonny Tax Deferred Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN132945229
Plan Effective Date1978-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LIVEONNY)

Sponsor-wide plan assets over time

All LIVEONNY plans reported in each filing year

Latest sponsor-wide plan assets
$41M 17.383307500621335% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $34.7M $40.7M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 188 $35M
2023 1 234 $40M
2024 1 252 $41M

Nearby 401(k) Plans in New York

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

Liveonny Tax Deferred Annuity Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Liveonny Tax Deferred Annuity Plan, Total assets ($B): 0.039922086 · Participants: 234Liveonny Tax Deferred Annuity 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
Liveonny Tax Deferred Annuity Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Liveonny Tax Deferred Annuity Plan side-by-side with 3 peers →

Liveonny Tax Deferred Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rocky Brands, Inc. 401(k) Plan and Trust in OH ($40M); by covered participants it is Toyo Automotive 401(k) Plan in KY (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Liveonny Tax Deferred Annuity Plan assets move in 2023? ▼
Liveonny Tax Deferred Annuity Plan grew sharply - up 15.2% during 2023, from $35M to $40M. Reported net income was $5M.
How have LIVEONNY plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), LIVEONNY's sponsor-wide assets grew 17.4%, from $35M to $41M.
Where does Liveonny Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Liveonny Tax Deferred Annuity Plan ranks in the 83rd 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 Liveonny Tax Deferred Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rocky Brands, Inc. 401(k) Plan and Trust in OH ($40M, 578 participants).
Which 401(k) plans cover a similar participant headcount to Liveonny Tax Deferred Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toyo Automotive 401(k) Plan in KY (234 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 132945229.

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.