401(k) · DOL Form 5500 · 2024

Liviniti Intermediate II, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
364
Participants Below avg headcount
62nd
Percentile by assets National rank
$36,691
Avg per participant Low balance/head
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Official DOL plan name: Liviniti Intermediate II, LLC 401(k) Plan · Sponsored by Liviniti Intermediate II, LLC · Louisiana · Finance & Insurance

$13M in assets, 364 participants

Liviniti Intermediate II, LLC's Liviniti Intermediate II, LLC 401(k) Plan reported $13M in total assets and 364 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,926 in Finance & Insurance (8,549 peers)

Liviniti Intermediate II, LLC multi-year trail

Liviniti Intermediate II, LLC's plans moved +99.9% in assets from 2022 to 2024; this filing shows Liviniti Intermediate II, LLC 401(k) Plan at $13M / 364 participants.

#3,926
in Finance & Insurance (8,549 peers)
+36.5%
assets growth YoY

Liviniti Intermediate II, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Liviniti Intermediate II, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,355,649 Top 38% higher than 62% of 123,620 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 2024

Liviniti Intermediate II, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liviniti Intermediate II, LLC 401(k) Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liviniti Intermediate II, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Liviniti Intermediate II, LLC 401(k) Plan reported participants rose from 302 in the plan year 2023 filing to 364 in the plan year 2024 filing.
  • Liviniti Intermediate II, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 845140855 · Liviniti Intermediate II, LLC PY 2024 · 401(k)

Liviniti Intermediate II, LLC 401(k) Plan · $13M · 364 · 62nd

  • PART $13M
  • PART 364
  • PART 62nd
  • PART 401(k)
  • PART near Sterman Masser, Inc. 401(k) Plan
  • PART ind #3926

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 Finance & Insurance retirement plans → · Plans in Louisiana →

Liviniti Intermediate II, LLC 401(k) Plan in the asset neighbourhood

Liviniti Intermediate II, LLC 401(k) PlanLiviniti Intermediate II, LL…$13MSterman Masser, Inc. 401(k) PlanSterman Masser, Inc. 401(k) …$13MNew Fashion Pork 401(k) Plan$13MWeber & Grahn 401(k) Plan$13MHarlem Children's Zone, Inc. Profit Sharing PlanHarlem Children's Zone, Inc.…$13M
End-of-year total assets ($M) among Liviniti Intermediate II, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Liviniti Intermediate II, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Liviniti Intermediate II, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 99.86000752412794% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $6.68M $13.4M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 217 $7M
2023 1 302 $10M
2024 1 364 $13M

Liviniti Intermediate II, LLC filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN845140855
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Liviniti Intermediate II, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Liviniti Intermediate II, LLC 401(k) Plan, Total assets ($B): 0.013355649 · Participants: 364Liviniti Intermediate II, LLC 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Liviniti Intermediate II, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Liviniti Intermediate II, LLC 401(k) Plan side-by-side with 3 peers →

Liviniti Intermediate II, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Sterman Masser, Inc. 401(k) Plan in PA ($13M); by covered participants it is Pennsylvania Transformer Technology, Inc. 401(k) Retirement Plan in PA (364 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (364 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Liviniti Intermediate II, LLC 401(k) Plan assets move in 2024? ▼
Liviniti Intermediate II, LLC 401(k) Plan surged - up 36.5% during 2024, from $10M to $13M. Reported net income was $4M.
How have Liviniti Intermediate II, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liviniti Intermediate II, LLC's sponsor-wide assets grew 99.9%, from $7M to $13M.
Which 401(k) plans are similar in size to Liviniti Intermediate II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sterman Masser, Inc. 401(k) Plan in PA ($13M, 359 participants).
Which 401(k) plans cover a similar participant headcount to Liviniti Intermediate II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pennsylvania Transformer Technology, Inc. 401(k) Retirement Plan in PA (364 participants, N/A in assets).

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 845140855.

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.