401(k) · DOL Form 5500 · 2024

Port Liberty USA LLC 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
119
Participants Small participant base
86th
Percentile by assets National rank
$489,822
Avg per participant High balance/head
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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.

  • #2,769 in Transportation & Warehousing (3,299 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 ~798 per filing). Assets: $58M.

#2,769
in Transportation & Warehousing (3,299 peers)
+11.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Port Liberty Retirement Plan's outsized position by total assets

Port Liberty Retirement Plan vs every filed plan by assets

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

$58,288,807 Top 14% higher than 86% 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

Port Liberty Retirement 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. Port Liberty Retirement Plan sits mid-pack in the medium band (119 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 471713574 · Port Liberty USA LLC PY 2024 · 401(k)

Port Liberty Retirement Plan · $58M · 119 · 86th

  • BOY $58M
  • BOY 119
  • BOY 86th
  • BOY 401(k)
  • BOY near Lmn Architects Employees' 401(k)/Profit Sharing Plan
  • BOY ind #2769

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 Transportation & Warehousing retirement plans → · Plans in New York →

Port Liberty Retirement Plan in the asset neighbourhood

Avma Employees Retirement PlanAvma Employees Retirement Pl…$58MPort Liberty Retirement Plan$58MLmn Architects Employees' 401(k)/Profit Sharing PlanLmn Architects Employees' 40…$58MJep Management & Affiliates 401(k) PlanJep Management & Affiliates …$58MEdison Properties, LLC 401(k) PlanEdison Properties, LLC 401(k…$58M
End-of-year total assets ($M) among Port Liberty Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$58M
Net Income$6M
Employer EIN471713574
Plan Effective Date2007-01-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Port Liberty USA LLC)

Sponsor-wide plan assets over time

All Port Liberty USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$58M 33.04965337105395% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.8M $58.3M ▲ +33.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Port Liberty Retirement Plan, Total assets ($B): 0.058288807 · Participants: 119Port Liberty Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Port Liberty Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Port Liberty Retirement Plan side-by-side with 3 peers →

Port Liberty Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lmn Architects Employees' 401(k)/Profit Sharing Plan in WA ($58M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Port Liberty Retirement Plan assets move in 2024? ▼
Port Liberty Retirement Plan grew at a solid clip - up 11.3% during 2024, from $52M to $58M. Reported net income was $6M.
How have Port Liberty USA LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Port Liberty USA LLC's sponsor-wide assets grew 33.0%, from $44M to $58M.
Where does Port Liberty Retirement Plan rank by assets among Form 5500 filers? ▼
Port Liberty Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Port Liberty Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lmn Architects Employees' 401(k)/Profit Sharing Plan in WA ($58M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Port Liberty Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 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 471713574.

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.