401(k) · DOL Form 5500 · 2022

Liberty Behavioral Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
185
Participants Below avg headcount
82nd
Percentile by assets National rank
$150,670
Avg per participant Above avg balance/head
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Official DOL plan name: Liberty Management Non-Union Employee Stock Ownership 401(k)Plan · Sponsored by Liberty Behavioral Management Group, Inc. · New York · Healthcare & Social Assistance

$28M in assets, 185 participants

Liberty Behavioral Management Group, Inc.'s Liberty Management Non-Union Employee Stock Ownership 401(k)Plan reported $28M in total assets and 185 participants in its 2022 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.

  • #16,979 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan covers 185 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $28M.

#16,979
in Healthcare & Social Assistance (20,060 peers)
+19.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan's outsized position by total assets

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$27,873,905 Top 18% higher than 82% of 139,123 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 2022

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberty Management Non-Union Employee Stock Ownership 401(k)Plan sits mid-pack in the medium band (185 participants).

DOL schedule card

Filing strip 815260872 · Liberty Behavioral Management Group, Inc. PY 2022 · 401(k)

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan · $28M · 185 · 82nd

  • PCT $28M
  • EIN 185
  • RANK 82nd
  • PHOTO 401(k)
  • IND near Tanadgusix Corporation 401(k) Plan and Trust
  • EOY ind #16979

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan in the asset neighbourhood

Bush Ross, P.a. 401(k) Profit Sharing PlanBush Ross, P.a. 401(k) Profi…$28MLiberty Management Non-Union Employee Stock Ownership 401(k)PlanLiberty Management Non-Union…$28MTanadgusix Corporation 401(k) Plan and TrustTanadgusix Corporation 401(k…$28MSimonmed 401(k) Profit Sharing PlanSimonmed 401(k) Profit Shari…$28MFirst Choice Health Network, Inc 401(k) PlanFirst Choice Health Network,…$28M
End-of-year total assets ($M) among Liberty Management Non-Union Employee Stock Ownership 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN815260872
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Behavioral Management Group, Inc.)

Sponsor-wide plan assets over time

All Liberty Behavioral Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 4.395024665542915% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $27.9M $26.7M ▼ -4.4%
Year Plans Participants Total Assets
2022 1 185 $28M
2023 1 203 $14M
2024 1 170 $27M

Nearby 401(k) Plans in New York

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

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Liberty Management Non-Union Employee Stock Ownership 401(k)Plan, Total assets ($B): 0.027873905 · Participants: 185Liberty Management Non-Union Employee Stock Ownership 401(k)PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Liberty Management Non-Union Employee Stock Ownership 401(k)Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Liberty Management Non-Union Employee Stock Ownership 401(k)Plan side-by-side with 3 peers →

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tanadgusix Corporation 401(k) Plan and Trust in AK ($28M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Liberty Management Non-Union Employee Stock Ownership 401(k)Plan assets move in 2022? ▼
Liberty Management Non-Union Employee Stock Ownership 401(k)Plan grew sharply - up 19.1% during 2022, from $23M to $28M. Reported net income was $4M.
How have Liberty Behavioral Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Behavioral Management Group, Inc.'s sponsor-wide assets declined 4.4%, from $28M to $27M.
Where does Liberty Management Non-Union Employee Stock Ownership 401(k)Plan rank by assets among Form 5500 filers? ▼
Liberty Management Non-Union Employee Stock Ownership 401(k)Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Liberty Management Non-Union Employee Stock Ownership 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tanadgusix Corporation 401(k) Plan and Trust in AK ($28M, 537 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Management Non-Union Employee Stock Ownership 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brew City Pizza, Inc. Retirement Plan in WI (185 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 815260872.

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.