Profit Sharing · DOL Form 5500 · 2024
Liebert & Liebert Cpa Profit Sharing Plan
Data updated 2026-08-11
- $3M
- Total assets
- 9
- Participants
- 36th
- Percentile by assets
- $388,520
- Avg per participant
Official DOL plan name: Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC · Sponsored by Liebert & Liebert Cpa · Oregon · Professional & Technical Services
$3M in assets, 9 participants
Liebert & Liebert Cpa's Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- 36th percentile by assets (of 123,622 plans)
- #6,651 in Professional & Technical Services (20,173 peers)
Liebert & Liebert Cpa multi-year trail
Liebert & Liebert Cpa's plans moved +48.9% in assets from 2022 to 2024; this filing shows Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC at $3M / 9 participants.
- $3M
- total plan assets (2024 EOY)
- 9
- covered participants
- 36th
- percentile by assets (of 123,622 plans)
- $388,520
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC reported participants rose from 7 in the plan year 2023 filing to 9 in the plan year 2024 filing.
- Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC reported net income fell from $611K in the plan year 2023 filing to $538K in the plan year 2024 filing.
Liebert & Liebert Cpa across 3 plan years on file
Across the 3 plan years Liebert & Liebert Cpa has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 48.9%, while reported participants moved from 6 to 9 (+50.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).
Liebert & Liebert Cpa multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 9 | $3M |
Liebert & Liebert Cpa filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $538K |
| Employer EIN | 930659412 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC vs. nearby Profit Sharing plans in Oregon, assets vs. participants
- Les Schwab Profit Sharing Retirement Plan $865M · 5,738
- Legacy Health Defined Contribution Retirement Plan $817M · 12,025
- Willamette University Defined Contribution Retirement Plan $212M · 730
- The Hoffman Employee Retirement Income Plan $191M · 634
- Tuality Healthcare Performance Retirement Plan - 403(b) $120M · 1,263
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC's numbers.
- By total assets, Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
- Liebert & Liebert Cpa's sponsor-wide assets have grown 48.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans