Defined Benefit (Pension) · DOL Form 5500 · 2024

Livanova USA,Inc. Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
2
Participants Small participant base
50th
Percentile by assets National rank
$3.8M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Livanova USA,Inc. Cash Balance Retirement Plan · Sponsored by Livanova USA,Inc. · Texas · Manufacturing

$8M in assets, 2 participants

Livanova USA,Inc.'s Livanova USA,Inc. Cash Balance Retirement Plan reported $8M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,111 in Manufacturing (17,777 peers)

Livanova USA,Inc. multi-year trail

Livanova USA,Inc.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows Livanova USA,Inc. Cash Balance Retirement Plan at $8M / 2 participants.

#6,111
in Manufacturing (17,777 peers)
-0.9%
assets change YoY

The plan reported a net loss of $91K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Livanova USA,Inc. Cash Balance Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Livanova USA,Inc. Cash Balance Retirement Plan vs every filed plan by assets

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

$7,601,364 Top 50% higher than 50% 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

Livanova USA,Inc. Cash Balance Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Livanova USA,Inc. Cash Balance Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Livanova USA,Inc. Cash Balance Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$91K in the plan year 2024 filing.
  • Livanova USA,Inc. Cash Balance Retirement Plan reported participants fell from 4 in the plan year 2023 filing to 2 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 760236465 · Livanova USA,Inc. PY 2024 · Defined Benefit (Pension)

Livanova USA,Inc. Cash Balance Retirement Plan · $8M · 2 · 50th

  • RANK $8M
  • PHOTO 2
  • IND 50th
  • EOY Defined Benefit (Pension)
  • 5500 near Professional Business Associates, Inc. Defined Benefit Pension Plan
  • ASSETS ind #6111

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 Manufacturing retirement plans → · Plans in Texas →

Livanova USA,Inc. Cash Balance Retirement Plan in the asset neighbourhood

Agm Container Controls, Inc. Defined Benefit Pension PlanAgm Container Controls, Inc.…$8MLivanova USA,Inc. Cash Balance Retirement PlanLivanova USA,Inc. Cash Balan…$8MProfessional Business Associates, Inc. Defined Benefit Pension PlanProfessional Business Associ…$8MExcel Orthopaedic Specialists Cash Balance PlanExcel Orthopaedic Specialist…$8MHecht, Kleeger & Damashek, P.C. Defined Benefit PlanHecht, Kleeger & Damashek, P…$8M
End-of-year total assets ($M) among Livanova USA,Inc. Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Livanova USA,Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Livanova USA,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$265M 25.558266753028825% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $211M $265M ▲ +25.6%
Year Plans Participants Total Assets
2022 2 1,196 $211M
2023 2 1,297 $241M
2024 2 1,334 $265M

Livanova USA,Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$91K
Employer EIN760236465
Plan Effective Date1992-02-28
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Livanova USA,Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Livanova USA,Inc. Cash Balance Retirement Plan, Total assets ($B): 0.007601364 · Participants: 2Livanova USA,Inc. Cash Balance Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Livanova USA,Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Livanova USA,Inc. Cash Balance Retirement Plan side-by-side with 3 peers →

Livanova USA,Inc. Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Professional Business Associates, Inc. Defined Benefit Pension Plan in CA ($8M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Livanova USA,Inc. Cash Balance Retirement Plan assets move in 2024? ▼
Livanova USA,Inc. Cash Balance Retirement Plan held essentially flat - down 0.9% during 2024, from $8M to $8M. Reported net income was -$91K.
How have Livanova USA,Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Livanova USA,Inc.'s sponsor-wide assets grew 25.6%, from $211M to $265M.
Which Defined Benefit (Pension) plans are similar in size to Livanova USA,Inc. Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Professional Business Associates, Inc. Defined Benefit Pension Plan in CA ($8M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Livanova USA,Inc. Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 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 760236465.

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.