401(k) · DOL Form 5500 · 2023

Liberty Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
110
Participants Small participant base
76th
Percentile by assets National rank
$214,664
Avg per participant Above avg balance/head
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Official DOL plan name: Liberty Capital, Inc. 401(k) Profit Sharing Plan · Sponsored by Liberty Capital, Inc. · Ohio · Finance & Insurance

$24M in assets, 110 participants

Liberty Capital, Inc.'s Liberty Capital, Inc. 401(k) Profit Sharing Plan reported $24M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,589 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Liberty Capital, Inc. 401(k) Profit Sharing Plan covers 110 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $24M.

#5,589
in Finance & Insurance (8,869 peers)
+11.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Liberty Capital, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Liberty Capital, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,613,058 Top 24% higher than 76% 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 Capital, Inc. 401(k) Profit Sharing 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 Capital, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberty Capital, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Liberty Capital, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Liberty Capital, Inc. 401(k) Profit Sharing Plan reported participants fell from 118 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311159734 · Liberty Capital, Inc. PY 2023 · 401(k)

Liberty Capital, Inc. 401(k) Profit Sharing Plan · $24M · 110 · 76th

  • PHOTO $24M
  • IND 110
  • EOY 76th
  • 5500 401(k)
  • ASSETS near Pillen Family Farms, Inc. 401(k) Plan
  • PCT ind #5589

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 Ohio →

Liberty Capital, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Aetos Alternatives Management, LP 401(k) Employee Savings PlanAetos Alternatives Managemen…$24MLiberty Capital, Inc. 401(k) Profit Sharing PlanLiberty Capital, Inc. 401(k)…$24MPillen Family Farms, Inc. 401(k) PlanPillen Family Farms, Inc. 40…$24MInfinite Legacy, Inc. Retirement Savings PlanInfinite Legacy, Inc. Retire…$24MFlint 401(k) Retirement/Profit Sharing PlanFlint 401(k) Retirement/Prof…$24M
End-of-year total assets ($M) among Liberty Capital, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN311159734
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Capital, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$23M 10.536910514882624% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $21.1M $23.4M ▲ +10.6%
Year Plans Participants Total Assets
2022 1 118 $21M
2023 1 110 $24M
2024 1 100 $23M

Nearby 401(k) Plans in Ohio

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

Liberty Capital, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Liberty Capital, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.023613058 · Participants: 110Liberty Capital, Inc. 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Liberty Capital, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Liberty Capital, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Liberty Capital, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Pillen Family Farms, Inc. 401(k) Plan in NE ($24M); by covered participants it is Presbyterian Christian School, Inc. 401(k) Plan in MS (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Capital, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Liberty Capital, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 11.8% during 2023, from $21M to $24M. Reported net income was $2M.
How have Liberty Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Capital, Inc.'s sponsor-wide assets grew 10.5%, from $21M to $23M.
Where does Liberty Capital, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Liberty Capital, Inc. 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Liberty Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pillen Family Farms, Inc. 401(k) Plan in NE ($24M, 965 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Presbyterian Christian School, Inc. 401(k) Plan in MS (110 participants, $3M 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 311159734.

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.