401(k) · DOL Form 5500 · 2024
Board of Trustees of the Liuna National 401(k) Retirement Savings Plan 401(k) Plan
Data updated 2026-08-25
- $182M
- Total assets Near avg plan size
- 1,623
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $111,851
- Avg per participant Below avg balance/head
Official DOL plan name: Liuna National 401(k) Retirement Savings Plan · Sponsored by Board of Trustees of the Liuna National 401(k) Retirement Savings Plan · District of Columbia · Other Services
$182M in assets, 1,623 participants
Board of Trustees of the Liuna National 401(k) Retirement Savings Plan's Liuna National 401(k) Retirement Savings Plan reported $182M in total assets and 1,623 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #7,572 in Other Services (7,719 peers)
Where Liuna National 401(k) Retirement Savings Plan sits by assets
Liuna National 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $182M for 1,623 participants (~$111,851/participant), up 11.7% in 2024.
- #7,572
- in Other Services (7,719 peers)
- +11.7%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Liuna National 401(k) Retirement Savings Plan's outsized position by total assets
Liuna National 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$181,534,121 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Liuna National 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liuna National 401(k) Retirement Savings Plan lands in the large band (1,623 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liuna National 401(k) Retirement Savings Plan reported participants rose from 961 in the plan year 2023 filing to 1,623 in the plan year 2024 filing.
- Liuna National 401(k) Retirement Savings Plan reported net income fell from $25M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Liuna National 401(k) Retirement Savings Plan end-of-year assets rose from $163M in the plan year 2023 filing to $182M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 526941497 · Board of Trustees of the Liuna National 401(k) Retirement Savings Plan PY 2024 · 401(k)
Liuna National 401(k) Retirement Savings Plan · $182M · 1,623 · 94th
- EOY $182M
- EOY 1,623
- EOY 94th
- EOY 401(k)
- EOY near Hornady Manufacturing Company 401(k) Profit Sharing Plan
- EOY ind #7572
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 Other Services retirement plans → · Plans in District of Columbia →
Liuna National 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | $19M |
| Employer EIN | 526941497 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Liuna National 401(k) Retirement Savings Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the Liuna National 401(k) Retirement Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $182M 32.4383890581366% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 970 | $137M |
| 2023 | 1 | 961 | $163M |
| 2024 | 1 | 1,623 | $182M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Liuna National 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Hornady Manufacturing Company 401(k) Profit Sharing Plan in NE ($181M); by covered participants it is Fender Musical Instruments 401(k) Plan in AZ (1,622 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($182M here).
- Hornady Manufacturing Company 401(k) Profit Sharing Plan (NE) $181M · 1,061
- Weather Group LLC 401(k) Savings Plan (GA) $182M · 862
- Reece USA 401(k) Plan (TX) $182M · 3,151
- Jre & 4r Employee Retirement Plan (VA) $182M · 1,968
Similar participant headcount
Nearest other-state filings by covered participants (1,623 participants); asset peers above are excluded.
- Fender Musical Instruments 401(k) Plan (AZ) 1,622 · 1 off
- Milan Holdings Retirement Plan (NE) 1,624 · 1 off
- Advics 401(k) Plan (OH) 1,624 · 1 off
- Healthy Living Network Resources 401(k) Plan (CA) 1,625 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.