401(k) · DOL Form 5500 · 2024

Liberty Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,387
Participants Near avg headcount
71st
Percentile by assets National rank
$15,136
Avg per participant Low balance/head
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Official DOL plan name: Liberty Resources Retirement Plan · Sponsored by Liberty Management Services, Inc. · New York · Healthcare & Social Assistance

$21M in assets, 1,387 participants

Liberty Management Services, Inc.'s Liberty Resources Retirement Plan reported $21M in total assets and 1,387 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,784 in Healthcare & Social Assistance (16,916 peers)

Liberty Management Services, Inc. multi-year trail

Liberty Management Services, Inc.'s plans moved +48.6% in assets from 2022 to 2024; this filing shows Liberty Resources Retirement Plan at $21M / 1,387 participants.

#12,784
in Healthcare & Social Assistance (16,916 peers)
+18.4%
assets growth YoY

Liberty Resources Retirement Plan's outsized position by total assets

Liberty Resources Retirement Plan vs every filed plan by assets

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

$20,993,523 Top 29% higher than 71% 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 Resources 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 Resources Retirement Plan lands in the large band (1,387 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liberty Resources Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Liberty Resources Retirement Plan reported participants rose from 1,255 in the plan year 2023 filing to 1,387 in the plan year 2024 filing.
  • Liberty Resources Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 412262515 · Liberty Management Services, Inc. PY 2024 · 401(k)

Liberty Resources Retirement Plan · $21M · 1,387 · 71st

  • BOOK $21M
  • VS-ST 1,387
  • BOY 71st
  • SCH 401(k)
  • EBSA near Keenan, Hopkins, Schmidt and Stowell Contractors, Inc. Savings Plan
  • PART ind #12784

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 →

Liberty Resources Retirement Plan in the asset neighbourhood

Liberty Resources Retirement PlanLiberty Resources Retirement…$21MKeenan, Hopkins, Schmidt and Stowell Contractors, Inc. Savings PlanKeenan, Hopkins, Schmidt and…$21MSpencer Industries, Inc. Employee Retirement Savings PlanSpencer Industries, Inc. Emp…$21MAdvanced Systems Group LLC 401(k) PlanAdvanced Systems Group LLC 4…$21MCarabetta Group 401(k) Profit Sharing PlanCarabetta Group 401(k) Profi…$21M
End-of-year total assets ($M) among Liberty Resources Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Liberty Management Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Liberty Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 48.55352325887728% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.1M $21M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 1,219 $14M
2023 1 1,255 $18M
2024 1 1,387 $21M

Liberty Management Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN412262515
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Liberty Resources Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Liberty Resources Retirement Plan, Total assets ($B): 0.020993523 · Participants: 1387Liberty Resources Retirement 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
Liberty Resources Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Liberty Resources Retirement Plan side-by-side with 3 peers →

Liberty Resources Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Keenan, Hopkins, Schmidt and Stowell Contractors, Inc. Savings Plan in FL ($21M); by covered participants it is Sage Dental 401(k) Plan in FL (1,387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,387 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 Resources Retirement Plan assets move in 2024? ▼
Liberty Resources Retirement Plan grew sharply - up 18.4% during 2024, from $18M to $21M. Reported net income was $3M.
How have Liberty Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Management Services, Inc.'s sponsor-wide assets grew 48.6%, from $14M to $21M.
Which 401(k) plans are similar in size to Liberty Resources Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keenan, Hopkins, Schmidt and Stowell Contractors, Inc. Savings Plan in FL ($21M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Resources Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sage Dental 401(k) Plan in FL (1,387 participants, $16M 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 412262515.

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.