401(k) · DOL Form 5500 · 2023

Liberty Lending, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
133
Participants Small participant base
47th
Percentile by assets National rank
$43,983
Avg per participant Low balance/head
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Official DOL plan name: Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Liberty Lending, LLC · New York · Finance & Insurance

$6M in assets, 133 participants

Liberty Lending, LLC's Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust reported $6M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,001 in Finance & Insurance (8,869 peers)

Coverage in New York

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust covers 133 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $6M.

#3,001
in Finance & Insurance (8,869 peers)
+36.8%
assets growth YoY

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,849,744 47th percentile higher than 47% 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 Lending, LLC 401(k) Profit Sharing Plan and Trust 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 Lending, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $748K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 112 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 371779212 · Liberty Lending, LLC PY 2023 · 401(k)

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust · $6M · 133 · 47th

  • BOOK $6M
  • BOOK 133
  • BOOK 47th
  • BOOK 401(k)
  • BOOK near Barrett Financial Group, L.L.C. 401(k) Plan
  • BOOK ind #3001

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 Finance & Insurance retirement plans → · Plans in New York →

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Liberty Lending, LLC 401(k) Profit Sharing Plan and TrustLiberty Lending, LLC 401(k) …$6MBarrett Financial Group, L.L.C. 401(k) PlanBarrett Financial Group, L.L…$6MHagopian & Sons 401(k) Plan$6MPlamondon Enterprises, Inc. Profit Sharing Thrift PlanPlamondon Enterprises, Inc. …$6MAshland Credit Union Plan$6M
End-of-year total assets ($M) among Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN371779212
Plan Effective Date2016-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Lending, LLC)

Sponsor-wide plan assets over time

All Liberty Lending, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 85.88073149677217% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.28M $7.95M ▲ +85.7%
Year Plans Participants Total Assets
2022 1 112 $4M
2023 1 133 $6M
2024 1 126 $8M

Nearby 401(k) Plans in New York

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

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.005849744 · Participants: 133Liberty Lending, LLC 401(k) Profit Sharing Plan and TrustIBM 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 Lending, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Barrett Financial Group, L.L.C. 401(k) Plan in AZ ($6M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Lending, LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust surged - up 36.8% during 2023, from $4M to $6M. Reported net income was $2M.
How have Liberty Lending, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Lending, LLC's sponsor-wide assets grew 85.9%, from $4M to $8M.
Which 401(k) plans are similar in size to Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Barrett Financial Group, L.L.C. 401(k) Plan in AZ ($6M, 510 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 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 371779212.

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.