401(k) · DOL Form 5500 · 2024

LIVEONNY 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
252
Participants Below avg headcount
82nd
Percentile by assets National rank
$161,407
Avg per participant Above avg balance/head
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Official DOL plan name: Liveonny Tax Deferred Annuity Plan · Sponsored by LIVEONNY · New York · Healthcare & Social Assistance

$41M in assets, 252 participants

LIVEONNY's Liveonny Tax Deferred Annuity Plan reported $41M in total assets and 252 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,246 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Liveonny Tax Deferred Annuity Plan covers 252 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $41M.

#14,246
in Healthcare & Social Assistance (16,916 peers)
+1.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Liveonny Tax Deferred Annuity Plan's outsized position by total assets

Liveonny Tax Deferred Annuity Plan vs every filed plan by assets

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

$40,674,673 Top 18% higher than 82% 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

Liveonny Tax Deferred Annuity 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. Liveonny Tax Deferred Annuity Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liveonny Tax Deferred Annuity Plan reported net income fell from $5M in the plan year 2023 filing to $753K in the plan year 2024 filing.
  • Liveonny Tax Deferred Annuity Plan reported participants rose from 234 in the plan year 2023 filing to 252 in the plan year 2024 filing.
  • Liveonny Tax Deferred Annuity Plan end-of-year assets rose from $40M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 132945229 · LIVEONNY PY 2024 · 401(k)

Liveonny Tax Deferred Annuity Plan · $41M · 252 · 82nd

  • SCH $41M
  • EBSA 252
  • PART 82nd
  • TYPE 401(k)
  • NET near Rdv Corporation 401(k) Retirement Plan
  • BOOK ind #14246

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 New York →

Liveonny Tax Deferred Annuity Plan in the asset neighbourhood

Cpi Security Systems, Inc. 401(k) PlanCpi Security Systems, Inc. 4…$41MImax Corporation 401(k) Retirement PlanImax Corporation 401(k) Reti…$41MLiveonny Tax Deferred Annuity PlanLiveonny Tax Deferred Annuit…$41MRdv Corporation 401(k) Retirement PlanRdv Corporation 401(k) Retir…$41MSterling Products, Inc. 401(k) Savings and Retirement PlanSterling Products, Inc. 401(…$41M
End-of-year total assets ($M) among Liveonny Tax Deferred Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$41M
Net Income$753K
Employer EIN132945229
Plan Effective Date1978-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LIVEONNY)

Sponsor-wide plan assets over time

All LIVEONNY plans reported in each filing year

Latest sponsor-wide plan assets
$41M 17.383307500621335% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $34.7M $40.7M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 188 $35M
2023 1 234 $40M
2024 1 252 $41M

Nearby 401(k) Plans in New York

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

Liveonny Tax Deferred Annuity Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Liveonny Tax Deferred Annuity Plan, Total assets ($B): 0.040674673 · Participants: 252Liveonny Tax Deferred Annuity 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
Liveonny Tax Deferred Annuity Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Liveonny Tax Deferred Annuity Plan side-by-side with 3 peers →

Liveonny Tax Deferred Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rdv Corporation 401(k) Retirement Plan in MI ($41M); by covered participants it is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Liveonny Tax Deferred Annuity Plan assets move in 2024? ▼
Liveonny Tax Deferred Annuity Plan edged up modestly - up 1.9% during 2024, from $40M to $41M. Reported net income was $753K.
How have LIVEONNY plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), LIVEONNY's sponsor-wide assets grew 17.4%, from $35M to $41M.
Where does Liveonny Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Liveonny Tax Deferred Annuity Plan ranks in the 82nd 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 Liveonny Tax Deferred Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rdv Corporation 401(k) Retirement Plan in MI ($41M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Liveonny Tax Deferred Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 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 132945229.

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.