401(k) · DOL Form 5500 · 2023

Liberty Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
1,255
Participants Near avg headcount
70th
Percentile by assets National rank
$14,126
Avg per participant Low balance/head
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Official DOL plan name: Liberty Resources Retirement Plan · Sponsored by Liberty Management Services, Inc. · New York · Healthcare & Social Assistance

$18M in assets, 1,255 participants

Liberty Management Services, Inc.'s Liberty Resources Retirement Plan reported $18M in total assets and 1,255 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,274 in Healthcare & Social Assistance (17,684 peers)

Liberty Management Services, Inc. multi-year trail

Liberty Management Services, Inc.'s plans moved +48.6% in assets from 2022 to 2024; this filing shows Liberty Resources Retirement Plan at $18M / 1,255 participants.

#13,274
in Healthcare & Social Assistance (17,684 peers)
+25.4%
assets growth YoY

Liberty Resources Retirement Plan's outsized position by total assets

Liberty Resources Retirement Plan vs every filed plan by assets

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

$17,727,940 Top 30% higher than 70% 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

Liberty Resources 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 Resources Retirement Plan lands in the large band (1,255 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberty Resources Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Liberty Resources Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Liberty Resources Retirement Plan reported participants rose from 1,219 in the plan year 2022 filing to 1,255 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 412262515 · Liberty Management Services, Inc. PY 2023 · 401(k)

Liberty Resources Retirement Plan · $18M · 1,255 · 70th

  • EIN $18M
  • RANK 1,255
  • PHOTO 70th
  • IND 401(k)
  • EOY near Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan
  • 5500 ind #13274

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 →

Liberty Resources Retirement Plan in the asset neighbourhood

Liberty Resources Retirement PlanLiberty Resources Retirement…$18MWilliams Bros. Healthcare Pharmacy, Inc. 401(k) PlanWilliams Bros. Healthcare Ph…$18MValue Drug, Ltd. Dba Pharmacare 401(k) Profit Sharing PlanValue Drug, Ltd. Dba Pharmac…$18MFloral Benefits 401(k) Profit Sharing PlanFloral Benefits 401(k) Profi…$18MKirtland Federal Credit Union 401(k) Plan and TrustKirtland Federal Credit Unio…$18M
End-of-year total assets ($M) among Liberty Resources Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Liberty Management Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Liberty Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 48.55352325887728% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.1M $21M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 1,219 $14M
2023 1 1,255 $18M
2024 1 1,387 $21M

Liberty Management Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN412262515
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Liberty Resources Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Liberty Resources Retirement Plan, Total assets ($B): 0.01772794 · Participants: 1255Liberty Resources Retirement 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
Liberty Resources Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Liberty Resources Retirement Plan side-by-side with 3 peers →

Liberty Resources Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan in IN ($18M); by covered participants it is Relation Insurance, Inc. Retirement Savings Plan in KS (1,255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,255 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 Liberty Resources Retirement Plan assets move in 2023? ▼
Liberty Resources Retirement Plan grew sharply - up 25.4% during 2023, from $14M to $18M. Reported net income was $4M.
How have Liberty Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Management Services, Inc.'s sponsor-wide assets grew 48.6%, from $14M to $21M.
Which 401(k) plans are similar in size to Liberty Resources Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan in IN ($18M, 547 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Resources Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Relation Insurance, Inc. Retirement Savings Plan in KS (1,255 participants, $100M 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 412262515.

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.