Profit Sharing · DOL Form 5500 · 2024

Lively Group, LLC Profit Sharing Plan

Data updated 2026-08-06

$13M
Total assets: 36
Participants: 61st
Percentile by assets: $359,629
Avg per participant

Official DOL plan name: Lively Group, LLC 401(k) Profit Sharing Plan · Sponsored by Lively Group, LLC · New York · Information & Media

$13M in assets, 36 participants

Lively Group, LLC's Lively Group, LLC 401(k) Profit Sharing Plan reported $13M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

61st percentile by assets (of 116,472 plans)

Lively Group, LLC multi-year trail

Lively Group, LLC's plans moved +51.0% in assets from 2022 to 2024; this filing shows Lively Group, LLC 401(k) Profit Sharing Plan at $13M / 36 participants.

$13M
total plan assets (2024 EOY): 36
covered participants: 61st
percentile by assets (of 116,472 plans): $359,629
avg assets per participant

Lively Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Lively Group, LLC 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Lively Group, LLC 401(k) Profit Sharing Plan reported participants fell from 43 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Information & Media

Lively Group, LLC across 3 plan years on file

Across the 3 plan years Lively Group, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $13M, a gain of 51.0%, while reported participants moved from 45 to 36 (-20.0%). Peak year by sponsor assets: 2024 ($13M); trough: 2022 ($9M).

Lively Group, LLC multi-year asset trail

Total plan assets by year, all Lively Group, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	45	$9M
2023	1	43	$11M
2024	1	36	$13M

Lively Group, LLC filing trail (2024)

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$13M
Net Income	$2M
Employer EIN	205004641
Plan Effective Date	1985-12-31
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Lively Group, LLC 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare Lively Group, LLC 401(k) Profit Sharing … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Lively Group, LLC 401(k) Profit Sharing Plan by total assets, not by location.

Lifegift Organ Donation Center Defined Contribution Plan (TX) $13M · 439
Sacramento Children's Home, Inc. 403(b) Plan (CA) $13M · 278
Substation Engineering Company 401(k) Profit Sharing Plan (PA) $13M · 156
Hawaii Island Community Health Center 403(b) Plan (HI) $13M · 441

Frequently Asked Questions

How did Lively Group, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼

Lively Group, LLC 401(k) Profit Sharing Plan grew sharply - up 18.1% during 2024, from $11M to $13M. Reported net income was $2M.

How have Lively Group, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lively Group, LLC's sponsor-wide assets grew 51.0%, from $9M to $13M.

Which Profit Sharing plans are similar in size to Lively Group, LLC 401(k) Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Lifegift Organ Donation Center Defined Contribution Plan in TX ($13M, 439 participants).

Next read for Lively Group, LLC 401(k) Profit Sharing …

Multi-year trail

Ways to act on Lively Group, LLC 401(k) Profit Sharing Plan's numbers.

By total assets, Lively Group, LLC 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Lively Group, LLC's sponsor-wide assets have grown 51.0% since 2022 across 3 plan years on file. More Information & Media 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 205004641.

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.