401(k) · DOL Form 5500 · 2024

Mary Ann Liebert, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
141
Participants Small participant base
69th
Percentile by assets National rank
$130,341
Avg per participant Near avg balance/head
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Official DOL plan name: Mary Ann Liebert, Inc. 401(k) Plan · Sponsored by Mary Ann Liebert, Inc. · New York · Wholesale Trade

$18M in assets, 141 participants

Mary Ann Liebert, Inc.'s Mary Ann Liebert, Inc. 401(k) Plan reported $18M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,874 in Wholesale Trade (6,080 peers)

Coverage in New York

Mary Ann Liebert, Inc. 401(k) Plan covers 141 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $18M.

#3,874
in Wholesale Trade (6,080 peers)
+11.0%
assets growth YoY

Mary Ann Liebert, Inc. 401(k) Plan's outsized position by total assets

Mary Ann Liebert, Inc. 401(k) Plan vs every filed plan by assets

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

$18,378,089 Top 31% higher than 69% 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

Mary Ann Liebert, Inc. 401(k) 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. Mary Ann Liebert, Inc. 401(k) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mary Ann Liebert, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mary Ann Liebert, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Mary Ann Liebert, Inc. 401(k) Plan reported participants rose from 132 in the plan year 2023 filing to 141 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133025783 · Mary Ann Liebert, Inc. PY 2024 · 401(k)

Mary Ann Liebert, Inc. 401(k) Plan · $18M · 141 · 69th

  • IND $18M
  • IND 141
  • IND 69th
  • IND 401(k)
  • IND near Tropical Financial Credit Union 401(k) Profit Sharing Plan
  • IND ind #3874

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 Wholesale Trade retirement plans → · Plans in New York →

Mary Ann Liebert, Inc. 401(k) Plan in the asset neighbourhood

Mary Ann Liebert, Inc. 401(k) PlanMary Ann Liebert, Inc. 401(k…$18MTropical Financial Credit Union 401(k) Profit Sharing PlanTropical Financial Credit Un…$18MNeurospine Center of Wisconsin, S.C. 401(k) Profit Sharing PlanNeurospine Center of Wiscons…$18MHoj Management Co., Inc. 401(k) Profit Sharing PlanHoj Management Co., Inc. 401…$18MBall Healthcare Services, Inc. 401(k) Retirement PlanBall Healthcare Services, In…$18M
End-of-year total assets ($M) among Mary Ann Liebert, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN133025783
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mary Ann Liebert, Inc.)

Sponsor-wide plan assets over time

All Mary Ann Liebert, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 30.842974098086334% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $18.4M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 126 $14M
2023 1 132 $17M
2024 1 141 $18M

Nearby 401(k) Plans in New York

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

Mary Ann Liebert, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mary Ann Liebert, Inc. 401(k) Plan, Total assets ($B): 0.018378089 · Participants: 141Mary Ann Liebert, Inc. 401(k) 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
Mary Ann Liebert, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mary Ann Liebert, Inc. 401(k) Plan side-by-side with 3 peers →

Mary Ann Liebert, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tropical Financial Credit Union 401(k) Profit Sharing Plan in FL ($18M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Mary Ann Liebert, Inc. 401(k) Plan assets move in 2024? ▼
Mary Ann Liebert, Inc. 401(k) Plan grew at a solid clip - up 11.0% during 2024, from $17M to $18M. Reported net income was $2M.
How have Mary Ann Liebert, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mary Ann Liebert, Inc.'s sponsor-wide assets grew 30.8%, from $14M to $18M.
Which 401(k) plans are similar in size to Mary Ann Liebert, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tropical Financial Credit Union 401(k) Profit Sharing Plan in FL ($18M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Mary Ann Liebert, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 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 133025783.

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.