401(k) · DOL Form 5500 · 2024
Liberty Bank 401(k) Plan
Data updated 2026-08-11
- $126M
- Total assets
- 788
- Participants
- 92nd
- Percentile by assets
- $159,939
- Avg per participant
Official DOL plan name: Liberty Bank 401(k) Plan · Sponsored by Liberty Bank · Connecticut · Finance & Insurance
$126M in assets, 788 participants
Liberty Bank's Liberty Bank 401(k) Plan reported $126M in total assets and 788 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #7,479 in Finance & Insurance (8,549 peers)
Where Liberty Bank 401(k) Plan sits by assets
Liberty Bank 401(k) Plan sits in the top 10% of all filed plans by assets, $126M for 788 participants (~$159,939/participant), up 20.0% in 2024.
- $126M
- total plan assets (2024 EOY)
- 788
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $159,939
- avg assets per participant
Where Liberty Bank 401(k) Plan sits by total assets
Liberty Bank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$126,031,595 Top 8% higher than 92% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liberty Bank 401(k) Plan end-of-year assets rose from $105M in the plan year 2023 filing to $126M in the plan year 2024 filing.
- Liberty Bank 401(k) Plan reported participants rose from 707 in the plan year 2023 filing to 788 in the plan year 2024 filing.
Liberty Bank 401(k) Plan vs the 2024 asset distribution
By assets, Liberty Bank 401(k) Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | $21M |
| Employer EIN | 060452570 |
| Plan Effective Date | 1985-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Bank)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,207 | $216M |
| 2023 | 2 | 1,280 | $251M |
| 2024 | 2 | 1,436 | $275M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Liberty Bank 401(k) Plan by total assets, not by location.
- Nugget Market, Inc. 401(k) Profit Sharing Plan & Trust (CA) $126M · 1,728
- Ipc 401(k) Plan (NJ) $126M · 431
- Quartz Health Solutions, Inc. 401(k) Plan (WI) $126M · 713
- Chamberlain, Hrdlicka, White, Williams & Aughtry Profit Sharing and 401(k)Plan (TX) $126M · 369
Frequently Asked Questions
How did Liberty Bank 401(k) Plan assets move in 2024? ▼
How have Liberty Bank plan assets changed over time? ▼
Where does Liberty Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Liberty Bank 401(k) Plan? ▼
Next read for Liberty Bank 401(k) Plan
Scale reading
Ways to act on Liberty Bank 401(k) Plan's numbers.
- By total assets, Liberty Bank 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Liberty Bank's sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Finance & Insurance plans