401(k) · DOL Form 5500 · 2024
Port Liberty USA LLC 401(k) Plan
Data updated 2026-08-06
- $58M
- Total assets
- 119
- Participants
- 86th
- Percentile by assets
- $489,822
- Avg per participant
Official DOL plan name: Port Liberty Retirement Plan · Sponsored by Port Liberty USA LLC · New York · Transportation & Warehousing
$58M in assets, 119 participants
Port Liberty USA LLC's Port Liberty Retirement Plan reported $58M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 116,472 plans)
- #2,642 in Transportation & Warehousing (3,127 peers)
Coverage in New York
Port Liberty Retirement Plan covers 119 participants in New York, about 15% of the average New York filer (state average ~795 per filing). Assets: $58M.
- $58M
- total plan assets (2024 EOY)
- 119
- covered participants
- 86th
- percentile by assets (of 116,472 plans)
- $489,822
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Port Liberty Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Port Liberty Retirement Plan end-of-year assets rose from $52M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Port Liberty Retirement Plan reported participants fell from 130 in the plan year 2023 filing to 119 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Port Liberty Retirement Plan reports 119 participants - about 15% of that state average ($58M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $6M |
| Employer EIN | 471713574 |
| Plan Effective Date | 2007-01-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Port Liberty USA LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $44M |
| 2023 | 1 | 130 | $52M |
| 2024 | 1 | 119 | $58M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Port Liberty Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Port Liberty Retirement Plan by total assets, not by location.
- Lmn Architects Employees' 401(k)/Profit Sharing Plan (WA) $58M · 138
- Avma Employees Retirement Plan (IL) $58M · 171
- Jep Management & Affiliates 401(k) Plan (PA) $58M · 389
- Edison Properties, LLC 401(k) Plan (NJ) $58M · 308
Frequently Asked Questions
How did Port Liberty Retirement Plan assets move in 2024? ▼
How have Port Liberty USA LLC plan assets changed over time? ▼
Where does Port Liberty Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Port Liberty Retirement Plan? ▼
Next read for Port Liberty Retirement Plan
Filing takeaways
Ways to act on Port Liberty Retirement Plan's numbers.
- By total assets, Port Liberty Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Port Liberty USA LLC's sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Transportation & Warehousing plans