401(k) · DOL Form 5500 · 2024

Board of Trustees of the Liuna National 401(k) Retirement Savings Plan 401(k) Plan

Data updated 2026-08-11

$182M
Total assets
1,623
Participants
94th
Percentile by assets
$111,851
Avg per participant
PlainRetire home → About this data

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.

  • 94th percentile by assets (of 123,622 plans)
  • #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.

$182M
total plan assets (2024 EOY)
1,623
covered participants
94th
percentile by assets (of 123,622 plans)
$111,851
avg assets per participant

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.

See the national 2023→2024 release diff →

State
District of Columbia
Industry
Other Services

Liuna National 401(k) Retirement Savings Plan vs the 2024 asset distribution

By assets, Liuna National 401(k) Retirement Savings Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$181M
Net Income$19M
Employer EIN526941497
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Liuna National 401(k) Retirement Savings Plan)

$120M$140M$160M$180M$200M 202220232024 $137M $182M ▲ +32.4%
Total plan assets by year, all Board of Trustees of the Liuna National 401(k) Retirement Savings Plan plans on file
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.

Liuna National 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Liuna National 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Liuna National 401(k…Danaher Corporation …Geico 401(k) Savings…Federal National Mor…Finra Savings Plus P…Hogan Lovells US LLP…
Liuna National 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Liuna National 401(k) Retirement Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Liuna National 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Liuna National 401(k) Retirement Savings Plan assets move in 2024? ▼
Liuna National 401(k) Retirement Savings Plan grew at a solid clip - up 11.7% during 2024, from $163M to $182M. Reported net income was $19M.
How have Board of Trustees of the Liuna National 401(k) Retirement Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Liuna National 401(k) Retirement Savings Plan's sponsor-wide assets grew 32.4%, from $137M to $182M.
Where does Liuna National 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Liuna National 401(k) Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Liuna National 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hornady Manufacturing Company 401(k) Profit Sharing Plan in NE ($181M, 1,061 participants).

Next read for Liuna National 401(k) Retirement Savings…

Scale reading

Ways to act on Liuna National 401(k) Retirement Savings Plan's numbers.

  • By total assets, Liuna National 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
  • Board of Trustees of the Liuna National 401(k) Retirement Savings Plan's sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 526941497.

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.