401(k) · DOL Form 5500 · 2024

Liberty Behavioral Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
170
Participants Small participant base
75th
Percentile by assets National rank
$156,758
Avg per participant Above avg balance/head
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Official DOL plan name: Liberty Management Non-Union Employee Stock Ownership 401(k)Plan · Sponsored by Liberty Behavioral Management Group, Inc. · New York · Healthcare & Social Assistance

$27M in assets, 170 participants

Liberty Behavioral Management Group, Inc.'s Liberty Management Non-Union Employee Stock Ownership 401(k)Plan reported $27M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,379 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $27M.

#13,379
in Healthcare & Social Assistance (16,916 peers)
+96.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan's outsized position by total assets

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan vs every filed plan by assets

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

$26,648,840 Top 25% higher than 75% 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 Management Non-Union Employee Stock Ownership 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. Liberty Management Non-Union Employee Stock Ownership 401(k)Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liberty Management Non-Union Employee Stock Ownership 401(k)Plan reported net income rose from -$14M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Liberty Management Non-Union Employee Stock Ownership 401(k)Plan end-of-year assets rose from $14M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Liberty Management Non-Union Employee Stock Ownership 401(k)Plan reported participants fell from 203 in the plan year 2023 filing to 170 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 815260872 · Liberty Behavioral Management Group, Inc. PY 2024 · 401(k)

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan · $27M · 170 · 75th

  • PART $27M
  • PART 170
  • PART 75th
  • PART 401(k)
  • PART near Hyaxiom, Inc. 401(k) Plan
  • PART ind #13379

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 Management Non-Union Employee Stock Ownership 401(k)Plan in the asset neighbourhood

Liberty Management Non-Union Employee Stock Ownership 401(k)PlanLiberty Management Non-Union…$27MHyaxiom, Inc. 401(k) Plan$27MJohns Hopkins Regional Physicians LLC 401(k) Plan and TrustJohns Hopkins Regional Physi…$27MTeel Retirement Plan$27MEdifice, Inc. 401(k) Plan$27M
End-of-year total assets ($M) among Liberty Management Non-Union Employee Stock Ownership 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)$14M
Net Assets (End of Year)$27M
Net Income$23M
Employer EIN815260872
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Behavioral Management Group, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$27M 4.395024665542915% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $27.9M $26.7M ▼ -4.4%
Year Plans Participants Total Assets
2022 1 185 $28M
2023 1 203 $14M
2024 1 170 $27M

Nearby 401(k) Plans in New York

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

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Liberty Management Non-Union Employee Stock Ownership 401(k)Plan, Total assets ($B): 0.02664884 · Participants: 170Liberty Management Non-Union Employee Stock Ownership 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
Liberty Management Non-Union Employee Stock Ownership 401(k)Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Liberty Management Non-Union Employee Stock Ownership 401(k)Plan side-by-side with 3 peers →

Liberty Management Non-Union Employee Stock Ownership 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hyaxiom, Inc. 401(k) Plan in CT ($27M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Management Non-Union Employee Stock Ownership 401(k)Plan assets move in 2024? ▼
Liberty Management Non-Union Employee Stock Ownership 401(k)Plan surged - up 96.9% during 2024, from $14M to $27M. Reported net income was $23M.
How have Liberty Behavioral Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Behavioral Management Group, Inc.'s sponsor-wide assets declined 4.4%, from $28M to $27M.
Where does Liberty Management Non-Union Employee Stock Ownership 401(k)Plan rank by assets among Form 5500 filers? ▼
Liberty Management Non-Union Employee Stock Ownership 401(k)Plan ranks in the 75th 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 Liberty Management Non-Union Employee Stock Ownership 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hyaxiom, Inc. 401(k) Plan in CT ($27M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Management Non-Union Employee Stock Ownership 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants, $1M 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 815260872.

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.