401(k) · DOL Form 5500 · 2024

The Liberty Company Insurance Brokers, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
676
Participants Below avg headcount
77th
Percentile by assets National rank
$44,232
Avg per participant Low balance/head
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Official DOL plan name: The Liberty Company 401(k) Plan · Sponsored by The Liberty Company Insurance Brokers, Inc. · California · Finance & Insurance

$30M in assets, 676 participants

The Liberty Company Insurance Brokers, Inc.'s The Liberty Company 401(k) Plan reported $30M in total assets and 676 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,530 in Finance & Insurance (8,549 peers)

Where The Liberty Company 401(k) Plan sits by assets

The Liberty Company 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 676 participants (~$44,232/participant), up 28.5% in 2024.

#5,530
in Finance & Insurance (8,549 peers)
+28.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Liberty Company 401(k) Plan's outsized position by total assets

The Liberty Company 401(k) Plan vs every filed plan by assets

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

$29,900,686 Top 23% higher than 77% 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

The Liberty Company 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. The Liberty Company 401(k) Plan sits mid-pack in the medium band (676 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Liberty Company 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • The Liberty Company 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The Liberty Company 401(k) Plan reported participants fell from 764 in the plan year 2023 filing to 676 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 270063026 · The Liberty Company Insurance Brokers, Inc. PY 2024 · 401(k)

The Liberty Company 401(k) Plan · $30M · 676 · 77th

  • VS-ST $30M
  • VS-ST 676
  • VS-ST 77th
  • VS-ST 401(k)
  • VS-ST near Leonard's Express, Inc. 401(k) Savings Plan
  • VS-ST ind #5530

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 California →

The Liberty Company 401(k) Plan in the asset neighbourhood

The Liberty Company 401(k) PlanThe Liberty Company 401(k) P…$30MLeonard's Express, Inc. 401(k) Savings PlanLeonard's Express, Inc. 401(…$30MInterstate & Lakeland Lumber Corp. 401(k) PlanInterstate & Lakeland Lumber…$30MChelan Fresh Marketing/Bhpo LP 401(k) PlanChelan Fresh Marketing/Bhpo …$30MThe Philadelphia Zoo 401(k) Retirement Savings PlanThe Philadelphia Zoo 401(k) …$30M
End-of-year total assets ($M) among The Liberty Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$30M
Net Income$7M
Employer EIN270063026
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Liberty Company Insurance Brokers, Inc.)

Sponsor-wide plan assets over time

All The Liberty Company Insurance Brokers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 75.29787203232348% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.1M $29.9M ▲ +75.3%
Year Plans Participants Total Assets
2022 1 300 $17M
2023 1 764 $23M
2024 1 676 $30M

Nearby 401(k) Plans in California

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

The Liberty Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Liberty Company 401(k) Plan, Total assets ($B): 0.029900686 · Participants: 676The Liberty Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
The Liberty Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Liberty Company 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Leonard's Express, Inc. 401(k) Savings Plan in NY ($30M); by covered participants it is Granite Group Wholesalers Profit Sharing Plan & Trust in NH (676 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (676 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 The Liberty Company 401(k) Plan assets move in 2024? ▼
The Liberty Company 401(k) Plan grew sharply - up 28.5% during 2024, from $23M to $30M. Reported net income was $7M.
How have The Liberty Company Insurance Brokers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Liberty Company Insurance Brokers, Inc.'s sponsor-wide assets grew 75.3%, from $17M to $30M.
Where does The Liberty Company 401(k) Plan rank by assets among Form 5500 filers? ▼
The Liberty Company 401(k) Plan ranks in the 77th 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 The Liberty Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leonard's Express, Inc. 401(k) Savings Plan in NY ($30M, 634 participants).
Which 401(k) plans cover a similar participant headcount to The Liberty Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Granite Group Wholesalers Profit Sharing Plan & Trust in NH (676 participants, $65M 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 270063026.

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.