Profit Sharing · DOL Form 5500 · 2024
9 Liberty Inc. Profit Sharing Plan
Data updated 2026-08-25
- $32K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $31,801
- Avg per participant Low balance/head
Official DOL plan name: 9 Liberty Inc. Retirement Plan · Sponsored by 9 Liberty Inc. · Florida · Information & Media
$32K in assets, 1 participants
9 Liberty Inc.'s 9 Liberty Inc. Retirement Plan reported $32K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #49 in Information & Media (2,822 peers)
2024 asset change
9 Liberty Inc. Retirement Plan declined sharply 15.5% in 2024 ($38K → $32K) for 1 participant.
- #49
- in Information & Media (2,822 peers)
- -15.5%
- assets change YoY
The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
9 Liberty Inc. Retirement Plan among the smaller filed plans by assets
9 Liberty Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,801 3rd percentile higher than 3% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
9 Liberty Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 9 Liberty Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 9 Liberty Inc. Retirement Plan reported net income fell from $6K in the plan year 2023 filing to -$6K in the plan year 2024 filing.
- 9 Liberty Inc. Retirement Plan end-of-year assets fell from $38K in the plan year 2023 filing to $32K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 453277329 · 9 Liberty Inc. PY 2024 · Profit Sharing
9 Liberty Inc. Retirement Plan · $32K · 1 · 3rd
- PART $32K
- TYPE 1
- NET 3rd
- BOOK Profit Sharing
- VS-ST near E. Cortes-Rivera Retirement Plan
- BOY ind #49
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 Information & Media retirement plans → · Plans in Florida →
9 Liberty Inc. Retirement Plan in the asset neighbourhood
9 Liberty Inc. years around the 2024 move
Sponsor-wide plan assets over time
All 9 Liberty Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32K 0.9715691464515928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $32K |
| 2023 | 1 | 1 | $38K |
| 2024 | 1 | 1 | $32K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $38K |
|---|---|
| Net Assets (End of Year) | $32K |
| Net Income | -$6K |
| Employer EIN | 453277329 |
| Plan Effective Date | 2011-09-16 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
9 Liberty Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is E. Cortes-Rivera Retirement Plan in PR ($32K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.