401(k) · DOL Form 5500 · 2024

Liberty Bank 401(k) Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
788
Participants Near avg headcount
92nd
Percentile by assets National rank
$159,939
Avg per participant Above avg balance/head
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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.

  • #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.

#7,479
in Finance & Insurance (8,549 peers)
+20.0%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Liberty Bank 401(k) Plan's outsized position 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

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 Bank 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 Bank 401(k) Plan sits mid-pack in the medium band (788 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060452570 · Liberty Bank PY 2024 · 401(k)

Liberty Bank 401(k) Plan · $126M · 788 · 92nd

  • IND $126M
  • IND 788
  • IND 92nd
  • IND 401(k)
  • IND near Nugget Market, Inc. 401(k) Profit Sharing Plan & Trust
  • IND ind #7479

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 Connecticut →

Liberty Bank 401(k) Plan in the asset neighbourhood

Chamberlain, Hrdlicka, White, Williams & Aughtry Profit Sharing and 401(k)PlanChamberlain, Hrdlicka, White…$126MLiberty Bank 401(k) Plan$126MNugget Market, Inc. 401(k) Profit Sharing Plan & TrustNugget Market, Inc. 401(k) P…$126MIpc 401(k) Plan$126MQuartz Health Solutions, Inc. 401(k) PlanQuartz Health Solutions, Inc…$126M
End-of-year total assets ($M) among Liberty Bank 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)$105M
Net Assets (End of Year)$126M
Net Income$21M
Employer EIN060452570
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Bank)

Sponsor-wide plan assets over time

All Liberty Bank plans reported in each filing year

Latest sponsor-wide plan assets
$275M 27.594937488894978% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $216M $275M ▲ +27.6%
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.

Liberty Bank 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Liberty Bank 401(k) Plan, Total assets ($B): 0.126031595 · Participants: 788Liberty Bank 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Liberty Bank 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Liberty Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Nugget Market, Inc. 401(k) Profit Sharing Plan & Trust in CA ($126M); by covered participants it is Celebree Learning Centers 401(k) Retirement Savings Plan in MD (788 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (788 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 Bank 401(k) Plan assets move in 2024? ▼
Liberty Bank 401(k) Plan grew sharply - up 20.0% during 2024, from $105M to $126M. Reported net income was $21M.
How have Liberty Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Bank's sponsor-wide assets grew 27.6%, from $216M to $275M.
Where does Liberty Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Liberty Bank 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Liberty Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nugget Market, Inc. 401(k) Profit Sharing Plan & Trust in CA ($126M, 1,728 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Celebree Learning Centers 401(k) Retirement Savings Plan in MD (788 participants, $2M 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 060452570.

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.