Defined Benefit (Pension) · DOL Form 5500 · 2023

Livanova USA,Inc. Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
4
Participants Small participant base
53rd
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Livanova USA,Inc. Cash Balance Retirement Plan · Sponsored by Livanova USA,Inc. · Texas · Manufacturing

$8M in assets, 4 participants

Livanova USA,Inc.'s Livanova USA,Inc. Cash Balance Retirement Plan reported $8M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #7,052 in Manufacturing (18,722 peers)

Livanova USA,Inc. multi-year trail

Livanova USA,Inc.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows Livanova USA,Inc. Cash Balance Retirement Plan at $8M / 4 participants.

#7,052
in Manufacturing (18,722 peers)
+22.1%
assets growth YoY

Livanova USA,Inc. Cash Balance Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Livanova USA,Inc. Cash Balance Retirement Plan vs every filed plan by assets

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

$7,670,694 Top 47% higher than 53% 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

Livanova USA,Inc. Cash Balance Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Livanova USA,Inc. Cash Balance Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Livanova USA,Inc. Cash Balance Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Livanova USA,Inc. Cash Balance Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 760236465 · Livanova USA,Inc. PY 2023 · Defined Benefit (Pension)

Livanova USA,Inc. Cash Balance Retirement Plan · $8M · 4 · 53rd

  • IND $8M
  • IND 4
  • IND 53rd
  • IND Defined Benefit (Pension)
  • IND near Strippit, Inc. Pension Plan for Salaried Employees
  • IND ind #7052

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 Manufacturing retirement plans → · Plans in Texas →

Livanova USA,Inc. Cash Balance Retirement Plan in the asset neighbourhood

Retail Bakers Pension Trust Fund of St LouisRetail Bakers Pension Trust …$8MStrippit, Inc. Pension Plan for Salaried EmployeesStrippit, Inc. Pension Plan …$8MPension Fund for the Employees of Ufw of America & Related OrganizationsPension Fund for the Employe…$8MLivanova USA,Inc. Cash Balance Retirement PlanLivanova USA,Inc. Cash Balan…$8MPb Leiner USA Corp. Pension Plan for Davenport Collectively Bargained EmployeesPb Leiner USA Corp. Pension …$8M
End-of-year total assets ($M) among Livanova USA,Inc. Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Livanova USA,Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Livanova USA,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$265M 25.558266753028825% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $211M $265M ▲ +25.6%
Year Plans Participants Total Assets
2022 2 1,196 $211M
2023 2 1,297 $241M
2024 2 1,334 $265M

Livanova USA,Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN760236465
Plan Effective Date1992-02-28
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Livanova USA,Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Livanova USA,Inc. Cash Balance Retirement Plan, Total assets ($B): 0.007670694 · Participants: 4Livanova USA,Inc. Cash Balance Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Livanova USA,Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Livanova USA,Inc. Cash Balance Retirement Plan side-by-side with 3 peers →

Livanova USA,Inc. Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Strippit, Inc. Pension Plan for Salaried Employees in NY ($8M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Livanova USA,Inc. Cash Balance Retirement Plan assets move in 2023? ▼
Livanova USA,Inc. Cash Balance Retirement Plan grew sharply - up 22.1% during 2023, from $6M to $8M. Reported net income was $1M.
How have Livanova USA,Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Livanova USA,Inc.'s sponsor-wide assets grew 25.6%, from $211M to $265M.
Which Defined Benefit (Pension) plans are similar in size to Livanova USA,Inc. Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Strippit, Inc. Pension Plan for Salaried Employees in NY ($8M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Livanova USA,Inc. Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 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 760236465.

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.