401(k) · DOL Form 5500 · 2023

Liberty Dental Plan Corporation 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
1,148
Participants Near avg headcount
82nd
Percentile by assets National rank
$33,002
Avg per participant Low balance/head
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Official DOL plan name: Liberty Dental Plan Corporation 401(k) Plan · Sponsored by Liberty Dental Plan Corporation · California · Finance & Insurance

$38M in assets, 1,148 participants

Liberty Dental Plan Corporation's Liberty Dental Plan Corporation 401(k) Plan reported $38M in total assets and 1,148 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,468 in Finance & Insurance (8,869 peers)

Where Liberty Dental Plan Corporation 401(k) Plan sits by assets

Liberty Dental Plan Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 1,148 participants (~$33,002/participant), up 25.1% in 2023.

#6,468
in Finance & Insurance (8,869 peers)
+25.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Liberty Dental Plan Corporation 401(k) Plan's outsized position by total assets

Liberty Dental Plan Corporation 401(k) Plan vs every filed plan by assets

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

$37,886,304 Top 18% higher than 82% 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 Dental Plan Corporation 401(k) 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 Dental Plan Corporation 401(k) Plan lands in the large band (1,148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberty Dental Plan Corporation 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Liberty Dental Plan Corporation 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Liberty Dental Plan Corporation 401(k) Plan reported participants rose from 1,074 in the plan year 2022 filing to 1,148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 264074848 · Liberty Dental Plan Corporation PY 2023 · 401(k)

Liberty Dental Plan Corporation 401(k) Plan · $38M · 1,148 · 82nd

  • PHOTO $38M
  • PHOTO 1,148
  • PHOTO 82nd
  • PHOTO 401(k)
  • PHOTO near Ourisman Fairfax Toyota 401(k) Plan
  • PHOTO ind #6468

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 California →

Liberty Dental Plan Corporation 401(k) Plan in the asset neighbourhood

Liberty Dental Plan Corporation 401(k) PlanLiberty Dental Plan Corporat…$38MOurisman Fairfax Toyota 401(k) PlanOurisman Fairfax Toyota 401(…$38MStellis Health, P.a. 401(k) Profit Sharing PlanStellis Health, P.a. 401(k) …$38MUngerboeck Systems International, Inc. Profit Sharing 401(k) PlanUngerboeck Systems Internati…$38MEmployees' Profit Sharing Plan and Trust of Boch EnterprisesEmployees' Profit Sharing Pl…$38M
End-of-year total assets ($M) among Liberty Dental Plan Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$38M
Net Income$8M
Employer EIN264074848
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Dental Plan Corporation)

Sponsor-wide plan assets over time

All Liberty Dental Plan Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$48M 57.9785541671381% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $30.3M $47.9M ▲ +58.0%
Year Plans Participants Total Assets
2022 1 1,074 $30M
2023 1 1,148 $38M
2024 1 1,111 $48M

Nearby 401(k) Plans in California

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

Liberty Dental Plan Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Liberty Dental Plan Corporation 401(k) Plan, Total assets ($B): 0.037886304 · Participants: 1148Liberty Dental Plan Corporation 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Liberty Dental Plan Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Liberty Dental Plan Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ourisman Fairfax Toyota 401(k) Plan in VA ($38M); by covered participants it is Professional Orthopedic and Sports Physical Therapy, P.C. Employee Savings Plan in NY (1,148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,148 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 Dental Plan Corporation 401(k) Plan assets move in 2023? ▼
Liberty Dental Plan Corporation 401(k) Plan grew sharply - up 25.1% during 2023, from $30M to $38M. Reported net income was $8M.
How have Liberty Dental Plan Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Dental Plan Corporation's sponsor-wide assets grew 58.0%, from $30M to $48M.
Where does Liberty Dental Plan Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Liberty Dental Plan Corporation 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Liberty Dental Plan Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ourisman Fairfax Toyota 401(k) Plan in VA ($38M, 516 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Dental Plan Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Professional Orthopedic and Sports Physical Therapy, P.C. Employee Savings Plan in NY (1,148 participants, $55M 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 264074848.

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.