ESOP · DOL Form 5500 · 2023

Liberty Electronics, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
220
Participants Below avg headcount
46th
Percentile by assets National rank
$24,905
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Liberty Electronics, Inc. Employee Stock Ownership Plan · Sponsored by Liberty Electronics, Inc. · Pennsylvania · Manufacturing

$5M in assets, 220 participants

Liberty Electronics, Inc.'s Liberty Electronics, Inc. Employee Stock Ownership Plan reported $5M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,517 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Liberty Electronics, Inc. Employee Stock Ownership Plan covers 220 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#5,517
in Manufacturing (18,722 peers)
+56.9%
assets growth YoY

Liberty Electronics, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Liberty Electronics, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,479,049 46th percentile higher than 46% 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 Electronics, Inc. Employee Stock Ownership Plan 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 Electronics, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberty Electronics, Inc. Employee Stock Ownership Plan reported net income rose from -$59K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Liberty Electronics, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Liberty Electronics, Inc. Employee Stock Ownership Plan reported participants fell from 240 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251495476 · Liberty Electronics, Inc. PY 2023 · ESOP

Liberty Electronics, Inc. Employee Stock Ownership Plan · $5M · 220 · 46th

  • RANK $5M
  • PHOTO 220
  • IND 46th
  • EOY ESOP
  • 5500 near First Rate Excavate Inc. Employee Stock Ownership Plan
  • ASSETS ind #5517

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 What is an ESOP? → · Plans in Pennsylvania →

Liberty Electronics, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Liberty Electronics, Inc. Employee Stock Ownership PlanLiberty Electronics, Inc. Em…$5MFirst Rate Excavate Inc. Employee Stock Ownership PlanFirst Rate Excavate Inc. Emp…$5MGoody, Clancy & Associates Employee Stock Ownership PlanGoody, Clancy & Associates E…$5MThe Bostwick-Braun Company Employee Stock Ownership PlanThe Bostwick-Braun Company E…$5MBennett Partners Employee Stock Ownership PlanBennett Partners Employee St…$5M
End-of-year total assets ($M) among Liberty Electronics, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN251495476
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Electronics, Inc.)

Sponsor-wide plan assets over time

All Liberty Electronics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 0.3085374419800412% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.9M $12.9M ▲ +0.3%
Year Plans Participants Total Assets
2022 2 568 $13M
2023 2 552 $16M
2024 1 361 $13M

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

Liberty Electronics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Liberty Electronics, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005479049 · Participants: 220Liberty Electronics, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Liberty Electronics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Liberty Electronics, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Liberty Electronics, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is First Rate Excavate Inc. Employee Stock Ownership Plan in SD ($5M); by covered participants it is Koops, Inc. Employee Stock Ownership Plan in MI (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Electronics, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Liberty Electronics, Inc. Employee Stock Ownership Plan surged - up 56.9% during 2023, from $3M to $5M. Reported net income was $2M.
How have Liberty Electronics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Electronics, Inc.'s sponsor-wide assets grew 0.3%, from $13M to $13M.
Which ESOP plans are similar in size to Liberty Electronics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is First Rate Excavate Inc. Employee Stock Ownership Plan in SD ($5M, 79 participants).
Which ESOP plans cover a similar participant headcount to Liberty Electronics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Koops, Inc. Employee Stock Ownership Plan in MI (220 participants, $45M 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 251495476.

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.