Other · DOL Form 5500 · 2023
Liberty Resources Inc Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 204
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $21,147
- Avg per participant Low balance/head
Official DOL plan name: Liberty Resources 403b Retirement Plan · Sponsored by Liberty Resources Inc · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 204 participants
Liberty Resources Inc's Liberty Resources 403b Retirement Plan reported $4M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,921 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Liberty Resources 403b Retirement Plan covers 204 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.
- #7,921
- in Healthcare & Social Assistance (17,684 peers)
- +17.1%
- assets growth YoY
Liberty Resources 403b Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Liberty Resources 403b Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,313,966 42nd percentile higher than 42% 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 Resources 403b Retirement 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. Liberty Resources 403b Retirement Plan sits mid-pack in the medium band (204 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Liberty Resources 403b Retirement Plan reported net income rose from -$229K in the plan year 2022 filing to $629K in the plan year 2023 filing.
- Liberty Resources 403b Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Liberty Resources 403b Retirement Plan reported participants rose from 193 in the plan year 2022 filing to 204 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 222483916 · Liberty Resources Inc PY 2023 · Other
Liberty Resources 403b Retirement Plan · $4M · 204 · 42nd
- SCH $4M
- SCH 204
- SCH 42nd
- SCH Other
- SCH near Monadnock Family Services Tax Sheltered 403(b) Plan
- SCH ind #7921
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 Pennsylvania →
Liberty Resources 403b Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $629K |
| Employer EIN | 222483916 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Resources Inc)
Sponsor-wide plan assets over time
All Liberty Resources Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 23.72330928263058% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $4M |
| 2023 | 1 | 204 | $4M |
| 2024 | 1 | 200 | $5M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Liberty Resources 403b Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Monadnock Family Services Tax Sheltered 403(b) Plan in NH ($4M); by covered participants it is Hcs 403(b) Retirement Plan in NH (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.
- Hcs 403(b) Retirement Plan (NH) 204 · 0 off
- Ceres - 403(b) DC Plan (MA) 204 · 0 off
- Simpson College Defined Contribution Retirement Plan (IA) 204 · 0 off
- Crouse Community Center Employee Retirement Tsa Plan (NY) 204 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.