Defined Benefit (Pension) · DOL Form 5500 · 2024
Liberty Bank Pension Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 648
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $229,849
- Avg per participant Above avg balance/head
Official DOL plan name: Liberty Bank Pension Plan · Sponsored by Liberty Bank · Connecticut · Finance & Insurance
$149M in assets, 648 participants
Liberty Bank's Liberty Bank Pension Plan reported $149M in total assets and 648 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,589 in Finance & Insurance (8,549 peers)
Where Liberty Bank Pension Plan sits by assets
Liberty Bank Pension Plan sits in the top 10% of all filed plans by assets, $149M for 648 participants (~$229,849/participant), up 2.2% in 2024.
- #7,589
- in Finance & Insurance (8,549 peers)
- +2.2%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Liberty Bank Pension Plan's outsized position by total assets
Liberty Bank Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$148,941,861 Top 7% higher than 93% 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 Bank Pension 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 Bank Pension Plan sits mid-pack in the medium band (648 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liberty Bank Pension Plan reported net income fell from $14M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Liberty Bank Pension Plan reported participants rose from 573 in the plan year 2023 filing to 648 in the plan year 2024 filing.
- Liberty Bank Pension Plan end-of-year assets rose from $146M in the plan year 2023 filing to $149M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 060452570 · Liberty Bank PY 2024 · Defined Benefit (Pension)
Liberty Bank Pension Plan · $149M · 648 · 93rd
- EOY $149M
- 5500 648
- ASSETS 93rd
- PCT Defined Benefit (Pension)
- EIN near Central Bancompany Retirement Plan
- RANK ind #7589
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 Connecticut →
Liberty Bank Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $3M |
| Employer EIN | 060452570 |
| Plan Effective Date | 1959-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Bank)
Sponsor-wide plan assets over time
All Liberty Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $275M 27.594937488894978% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,207 | $216M |
| 2023 | 2 | 1,280 | $251M |
| 2024 | 2 | 1,436 | $275M |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Rtx Consolidated Pension Plan $41.6B · 36,180
- The Citigroup Pension Plan $10.0B · 15,906
- Eversource Pension Plan $5.8B · 3,428
- Retirement Plan for Employees of Aetna Inc. $5.2B · 9,682
- The Hartford Retirement Plan for U.S. Employees $3.4B · 7,034
Liberty Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Central Bancompany Retirement Plan in MO ($149M); by covered participants it is The Kroger Co. Pension Plan for Employees Rep. by Amalgamated Meat Cutters and Butcher Workmen of North America, AFL-CIO, Local No. 876 in OH (648 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- Central Bancompany Retirement Plan (MO) $149M · 1,198
- Contractors Laborers Teamsters & Engineers Pension Plan (NE) $149M · 926
- Cablevision Cash Balance Pension Plan (NY) $149M · 1,900
- The Sherwin-Williams Company Employees' Pension Plan (OH) $149M · 885
Similar participant headcount
Nearest other-state filings by covered participants (648 participants); asset peers above are excluded.
- The Kroger Co. Pension Plan for Employees Rep. by Amalgamated Meat Cutters and Butcher Workmen of North America, AFL-CIO, Local No. 876 (OH) 648 · 0 off
- Te Connectivity Legacy Pension Plan (PA) 648 · 0 off
- Pfizer Consolidated Pension Plan for Employees Resident in Puerto Rico (PA) 649 · 1 off
- Sealed Air Corporation Combined Pension Plan (NC) 649 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.