401(k) · DOL Form 5500 · 2024

Lively. Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
149
Participants Small participant base
54th
Percentile by assets National rank
$60,505
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lively, Inc. · Sponsored by Lively. Inc. · California · Information & Media

$9M in assets, 149 participants

Lively. Inc.'s Lively, Inc. reported $9M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #1,116 in Information & Media (2,822 peers)

Coverage in California

Lively, Inc. covers 149 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $9M.

#1,116
in Information & Media (2,822 peers)
+41.3%
assets growth YoY

Lively, Inc.'s mid-pack asset rank among Information & Media and all filers

Lively, Inc. vs every filed plan by assets

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

$9,015,226 Top 46% higher than 54% 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

Lively, Inc. 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. Lively, Inc. sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lively, Inc. end-of-year assets rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Lively, Inc. reported participants fell from 185 in the plan year 2023 filing to 149 in the plan year 2024 filing.
  • Lively, Inc. reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 811358008 · Lively. Inc. PY 2024 · 401(k)

Lively, Inc. · $9M · 149 · 54th

  • EIN $9M
  • RANK 149
  • PHOTO 54th
  • IND 401(k)
  • EOY near Fsg, Inc. 401(k) Plan
  • 5500 ind #1116

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 Information & Media retirement plans → · Plans in California →

Lively, Inc. in the asset neighbourhood

Lively, Inc.$9MFsg, Inc. 401(k) Plan$9MNear Earth Autonomy 401(k) Retirement PlanNear Earth Autonomy 401(k) R…$9MBouten Construction Company Retirement Savings PlanBouten Construction Company …$9MThe Blackburn Group 401(k) PlanThe Blackburn Group 401(k) P…$9M
End-of-year total assets ($M) among Lively, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN811358008
Plan Effective Date2017-02-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Lively. Inc.)

Sponsor-wide plan assets over time

All Lively. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 127.76040458733074% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.96M $9.02M ▲ +127.8%
Year Plans Participants Total Assets
2022 1 118 $4M
2023 1 185 $6M
2024 1 149 $9M

Nearby 401(k) Plans in California

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

Lively, Inc. vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lively, Inc., Total assets ($B): 0.009015226 · Participants: 149Lively, Inc.Google LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Lively, Inc. vs. nearby 401(k) plans in California, assets vs. participants
Compare Lively, Inc. side-by-side with 3 peers →

Lively, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fsg, Inc. 401(k) Plan in MA ($9M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Lively, Inc. assets move in 2024? ▼
Lively, Inc. surged - up 41.3% during 2024, from $6M to $9M. Reported net income was $3M.
How have Lively. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lively. Inc.'s sponsor-wide assets grew 127.8%, from $4M to $9M.
Which 401(k) plans are similar in size to Lively, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Fsg, Inc. 401(k) Plan in MA ($9M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Lively, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants, $646K 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 811358008.

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.