Other · DOL Form 5500 · 2024
Liberty Resources Inc Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 200
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $22,798
- Avg per participant Low balance/head
Official DOL plan name: Liberty Resources 403b Retirement Plan · Sponsored by Liberty Resources Inc · Pennsylvania · Healthcare & Social Assistance
$5M in assets, 200 participants
Liberty Resources Inc's Liberty Resources 403b Retirement Plan reported $5M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,234 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Liberty Resources 403b Retirement Plan covers 200 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.
- #7,234
- in Healthcare & Social Assistance (16,916 peers)
- +5.7%
- assets growth YoY
Liberty Resources 403b Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Liberty Resources 403b Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,559,538 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Liberty Resources 403b 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. Liberty Resources 403b Retirement Plan sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liberty Resources 403b Retirement Plan reported net income fell from $629K in the plan year 2023 filing to $246K in the plan year 2024 filing.
- Liberty Resources 403b Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Liberty Resources 403b Retirement Plan reported participants fell from 204 in the plan year 2023 filing to 200 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 222483916 · Liberty Resources Inc PY 2024 · Other
Liberty Resources 403b Retirement Plan · $5M · 200 · 40th
- NET $5M
- BOOK 200
- VS-ST 40th
- BOY Other
- SCH near American Heritage Schools 403(b) Plan
- EBSA ind #7234
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Liberty Resources 403b Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $246K |
| Employer EIN | 222483916 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Resources Inc)
Sponsor-wide plan assets over time
All Liberty Resources Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 23.72330928263058% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $4M |
| 2023 | 1 | 204 | $4M |
| 2024 | 1 | 200 | $5M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Liberty Resources 403b Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is American Heritage Schools 403(b) Plan in UT ($5M); by covered participants it is Dana Hall School Retirement Plan for Employees in MA (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (200 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.