401(k) · DOL Form 5500 · 2023
Liberty Healthcare Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 5,641
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $14,287
- Avg per participant Low balance/head
Official DOL plan name: Liberty Healthcare Services Retirement Plan · Sponsored by Liberty Healthcare Management, Inc. · North Carolina · Healthcare & Social Assistance
$81M in assets, 5,641 participants
Liberty Healthcare Management, Inc.'s Liberty Healthcare Services Retirement Plan reported $81M in total assets and 5,641 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #16,122 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Liberty Healthcare Services Retirement Plan covers 5,641 participants in North Carolina, 6.9x the typical North Carolina plan (state average ~819 per filing). Assets: $81M.
- #16,122
- in Healthcare & Social Assistance (17,684 peers)
- +22.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Liberty Healthcare Services Retirement Plan's outsized position by total assets
Liberty Healthcare Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,592,277 Top 10% higher than 90% 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
Liberty Healthcare Services Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberty Healthcare Services Retirement Plan lands in the large band (5,641 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Liberty Healthcare Services Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Liberty Healthcare Services Retirement Plan end-of-year assets rose from $66M in the plan year 2022 filing to $81M in the plan year 2023 filing.
- Liberty Healthcare Services Retirement Plan reported participants rose from 5,117 in the plan year 2022 filing to 5,641 in the plan year 2023 filing.
DOL schedule card
Filing strip 562116528 · Liberty Healthcare Management, Inc. PY 2023 · 401(k)
Liberty Healthcare Services Retirement Plan · $81M · 5,641 · 90th
- EBSA $81M
- EBSA 5,641
- EBSA 90th
- EBSA 401(k)
- EBSA near Crocs, Inc. 401(k) Plan
- EBSA ind #16122
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 North Carolina →
Liberty Healthcare Services Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $15M |
| Employer EIN | 562116528 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Healthcare Management, Inc.)
Sponsor-wide plan assets over time
All Liberty Healthcare Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $96M 45.55791420168584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,117 | $66M |
| 2023 | 1 | 5,641 | $81M |
| 2024 | 1 | 6,111 | $96M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Scale composition for Liberty Healthcare Services Retirement Plan
Liberty Healthcare Services Retirement Plan reports $81M in end-of-year assets across 5,641 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $14,287 per participant (10% of the national average assets-per-participant) . Net income for plan year 2023 was $15M.
This plan identity (EIN 562116528, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $66M to $96M (+45.6%) while covered participants moved from 5,117 to 6,111 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,117 | $66M | Open filing |
| 2023 | 5,641 | $81M | This page |
| 2024 · index core | 6,111 | $96M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Liberty Healthcare Services Retirement Plan (401(k), $96M, 6,111 participants)
Liberty Healthcare Services Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Crocs, Inc. 401(k) Plan in CO ($81M); by covered participants it is Icon Clinical Research, LLC 401(k) Plan in PA (5,641 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Crocs, Inc. 401(k) Plan (CO) $81M · 4,526
- Marquette Transportation Company 401(k) Plan (KY) $81M · 1,577
- Fairbanks Morse Retirement Savings Plan (WI) $81M · 819
- Execustaff Hr, Inc. Multiple Employer Plan (CA) $81M · 918
Similar participant headcount
Nearest other-state filings by covered participants (5,641 participants); asset peers above are excluded.
- Icon Clinical Research, LLC 401(k) Plan (PA) 5,641 · 0 off
- Zillow Group 401(k) Plan (WA) 5,644 · 3 off
- Igt 401(k) Retirement Savings Plan (RI) 5,645 · 4 off
- Vibra Healthcare Retirement Plan (PA) 5,645 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.