401(k) · DOL Form 5500 · 2023

Lively. Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 185
Participants Below avg headcount: 49th
Percentile by assets National rank: $34,483
Avg per participant Low balance/head

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Official DOL plan name: Lively, Inc. · Sponsored by Lively. Inc. · California · Information & Media

$6M in assets, 185 participants

Lively. Inc.'s Lively, Inc. reported $6M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

#962 in Information & Media (2,818 peers)

Coverage in California

Lively, Inc. covers 185 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $6M.

#962
in Information & Media (2,818 peers): +61.2%
assets growth YoY

Lively, Inc.'s mid-pack asset rank among Information & Media and all filers

Lively, Inc. vs every filed plan by assets

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

$6,379,308 49th percentile higher than 49% 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

Lively, Inc. 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. Lively, Inc. sits mid-pack in the medium band (185 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lively, Inc. reported net income rose from $883K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Lively, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Lively, Inc. reported participants rose from 118 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 811358008 · Lively. Inc. PY 2023 · 401(k)

Lively, Inc. · $6M · 185 · 49th

BOOK $6M
BOOK 185
BOOK 49th
BOOK 401(k)
BOOK near The Davis Companies 401(k) Retirement Plan
BOOK ind #962

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 Information & Media retirement plans → · Plans in California →

End-of-year total assets ($M) among Lively, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	811358008
Plan Effective Date	2017-02-04
Filing Status	FILING RECEIVED

Sponsor Plan History (Lively. Inc.)

Latest sponsor-wide plan assets: $9M 127.76040458733074% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	118	$4M
2023	1	185	$6M
2024	1	149	$9M

Nearby 401(k) Plans in California

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

Lively, Inc. vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Lively, Inc. side-by-side with 3 peers →

Lively, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Davis Companies 401(k) Retirement Plan in MA ($6M); by covered participants it is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

The Davis Companies 401(k) Retirement Plan (MA) $6M · 786
Gerbers Poultry, Inc. 401(k) Plan (OH) $6M · 433
Cmd Agency Retirement Plan (OR) $6M · 91
Boys & Girls Clubs of Central Florida, Inc. 401(k) Profit Sharing Plan (FL) $6M · 156

Similar participant headcount

Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.

Aerie Pharmaceuticals 401(k) Plan (TX) 185 · 0 off
Screen-It Graphics of Lawrence 401(k) Profit Sharing Plan and T (KS) 185 · 0 off
Don's Appliances Ltd 401(k) Profit Sharing Plan and Trust (PA) 185 · 0 off
Fresh Products LLC. 401(k) (OH) 185 · 0 off

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 Lively, Inc. assets move in 2023? ▼

Lively, Inc. surged - up 61.2% during 2023, from $4M to $6M. Reported net income was $2M.

How have Lively. Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lively. Inc.'s sponsor-wide assets grew 127.8%, from $4M to $9M.

Which 401(k) plans are similar in size to Lively, Inc.? ▼

Among 401(k) plans in other states, the closest by assets is The Davis Companies 401(k) Retirement Plan in MA ($6M, 786 participants).

Which 401(k) plans cover a similar participant headcount to Lively, Inc.? ▼

Among 401(k) plans in other states, the closest by covered participants is Aerie Pharmaceuticals 401(k) Plan in TX (185 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 811358008.