401(k) · DOL Form 5500 · 2024
Liberty Healthcare Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $96M
- Total assets Below avg plan size
- 6,111
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $15,640
- Avg per participant Low balance/head
Official DOL plan name: Liberty Healthcare Services Retirement Plan · Sponsored by Liberty Healthcare Management, Inc. · North Carolina · Healthcare & Social Assistance
$96M in assets, 6,111 participants
Liberty Healthcare Management, Inc.'s Liberty Healthcare Services Retirement Plan reported $96M in total assets and 6,111 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,445 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Liberty Healthcare Services Retirement Plan covers 6,111 participants in North Carolina, 7.5x the typical North Carolina plan (state average ~819 per filing). Assets: $96M.
- #15,445
- in Healthcare & Social Assistance (16,916 peers)
- +18.6%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Liberty Healthcare Services Retirement Plan's outsized position by total assets
Liberty Healthcare Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$95,573,440 Top 10% higher than 90% 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 Healthcare Services Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberty Healthcare Services Retirement Plan lands in the large band (6,111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liberty Healthcare Services Retirement Plan end-of-year assets rose from $81M in the plan year 2023 filing to $96M in the plan year 2024 filing.
- Liberty Healthcare Services Retirement Plan reported participants rose from 5,641 in the plan year 2023 filing to 6,111 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 562116528 · Liberty Healthcare Management, Inc. PY 2024 · 401(k)
Liberty Healthcare Services Retirement Plan · $96M · 6,111 · 90th
- ASSETS $96M
- ASSETS 6,111
- ASSETS 90th
- ASSETS 401(k)
- ASSETS near Trueblue, Inc. 401(k) Plan
- ASSETS ind #15445
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 North Carolina →
Liberty Healthcare Services Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $96M |
| Net Income | $15M |
| Employer EIN | 562116528 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Healthcare Management, Inc.)
Sponsor-wide plan assets over time
All Liberty Healthcare Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $96M 45.55791420168584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,117 | $66M |
| 2023 | 1 | 5,641 | $81M |
| 2024 | 1 | 6,111 | $96M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Scale composition for Liberty Healthcare Services Retirement Plan
Liberty Healthcare Services Retirement Plan reports $96M in end-of-year assets across 6,111 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $15,640 per participant (11% of the national average assets-per-participant) . Net income for plan year 2024 was $15M.
This plan identity (EIN 562116528, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $66M to $96M (+45.6%) while covered participants moved from 5,117 to 6,111 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,117 | $66M | Open filing |
| 2023 | 5,641 | $81M | Open filing |
| 2024 · index core | 6,111 | $96M | This page |
Liberty Healthcare Services Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Trueblue, Inc. 401(k) Plan in WA ($96M); by covered participants it is Retirement Savings Plan for Daikin Group Affiliated Companies in MN (6,112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96M here).
- Trueblue, Inc. 401(k) Plan (WA) $96M · 5,914
- Derrick Corporation Profit Sharing Plan (NY) $96M · 611
- Anesthesia Associates of Boise 401(k) Salary Savings Plan (ID) $96M · 146
- Teijin Automotive Technologies 401(k) Plan (MI) $96M · 4,399
Similar participant headcount
Nearest other-state filings by covered participants (6,111 participants); asset peers above are excluded.
- Retirement Savings Plan for Daikin Group Affiliated Companies (MN) 6,112 · 1 off
- Tegna 401(k) Savings Plan (VA) 6,116 · 5 off
- Mv Transportation, Inc. 401(k) Plan (TX) 6,116 · 5 off
- Dassault Systemes Employee Savings Plan Plus (MA) 6,105 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.