401(k) · DOL Form 5500 · 2023
LIVEONNY 401(k) Plan
Data updated 2026-08-11
- $40M
- Total assets
- 234
- Participants
- 83rd
- Percentile by assets
- $170,607
- Avg per participant
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.
- 83rd percentile by assets (of 127,072 plans)
- #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.
- $40M
- total plan assets (2023 EOY)
- 234
- covered participants
- 83rd
- percentile by assets (of 127,072 plans)
- $170,607
- avg assets per participant
Where Liveonny Tax Deferred Annuity Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Liveonny Tax Deferred Annuity Plan reports 234 participants - about 29% of that state average ($40M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $5M |
| Employer EIN | 132945229 |
| Plan Effective Date | 1978-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LIVEONNY)
| 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.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Liveonny Tax Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Liveonny Tax Deferred Annuity Plan assets move in 2023? ▼
How have LIVEONNY plan assets changed over time? ▼
Where does Liveonny Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Liveonny Tax Deferred Annuity Plan? ▼
Next read for Liveonny Tax Deferred Annuity Plan
Filing takeaways
Ways to act on Liveonny Tax Deferred Annuity Plan's numbers.
- By total assets, Liveonny Tax Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- LIVEONNY's sponsor-wide assets have grown 17.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans