401(k) · DOL Form 5500 · 2024

Liberty Lending, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
126
Participants Small participant base
51st
Percentile by assets National rank
$63,078
Avg per participant Low balance/head
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Official DOL plan name: Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Liberty Lending, LLC · New York · Finance & Insurance

$8M in assets, 126 participants

Liberty Lending, LLC's Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust reported $8M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,020 in Finance & Insurance (8,549 peers)

Coverage in New York

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $8M.

#3,020
in Finance & Insurance (8,549 peers)
+35.9%
assets growth YoY

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$7,947,853 Top 49% higher than 51% 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

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust 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 Lending, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 133 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 371779212 · Liberty Lending, LLC PY 2024 · 401(k)

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust · $8M · 126 · 51st

  • RANK $8M
  • RANK 126
  • RANK 51st
  • RANK 401(k)
  • RANK near Wolfchase Honda-Nissan Retirement Plan
  • RANK ind #3020

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 New York →

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Liberty Lending, LLC 401(k) Profit Sharing Plan and TrustLiberty Lending, LLC 401(k) …$8MWolfchase Honda-Nissan Retirement PlanWolfchase Honda-Nissan Retir…$8MA. Bellavance & Sons, Inc. 401(k) & Profit Sharing PlanA. Bellavance & Sons, Inc. 4…$8MFamily Healthcare Center 401(k) PlanFamily Healthcare Center 401…$8MEurotech Inc. Profit Sharing 401(k) PlanEurotech Inc. Profit Sharing…$8M
End-of-year total assets ($M) among Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN371779212
Plan Effective Date2016-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Lending, LLC)

Sponsor-wide plan assets over time

All Liberty Lending, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 85.88073149677217% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.28M $7.95M ▲ +85.7%
Year Plans Participants Total Assets
2022 1 112 $4M
2023 1 133 $6M
2024 1 126 $8M

Nearby 401(k) Plans in New York

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

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.007947853 · Participants: 126Liberty Lending, LLC 401(k) Profit Sharing Plan and TrustIBM 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
Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wolfchase Honda-Nissan Retirement Plan in TN ($8M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust surged - up 35.9% during 2024, from $6M to $8M. Reported net income was $2M.
How have Liberty Lending, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Lending, LLC's sponsor-wide assets grew 85.9%, from $4M to $8M.
Which 401(k) plans are similar in size to Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wolfchase Honda-Nissan Retirement Plan in TN ($8M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Lending, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M 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 371779212.

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.