401(k) · DOL Form 5500 · 2024

Liberty Behavioral Management Corp 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
463
Participants Below avg headcount
55th
Percentile by assets National rank
$20,903
Avg per participant Low balance/head
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Official DOL plan name: Liberty Management Union 401(k) Plan · Sponsored by Liberty Behavioral Management Corp · New York · Healthcare & Social Assistance

$10M in assets, 463 participants

Liberty Behavioral Management Corp's Liberty Management Union 401(k) Plan reported $10M in total assets and 463 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,231 in Healthcare & Social Assistance (16,916 peers)

Liberty Behavioral Management Corp multi-year trail

Liberty Behavioral Management Corp's plans moved +144.1% in assets from 2022 to 2024; this filing shows Liberty Management Union 401(k) Plan at $10M / 463 participants.

#10,231
in Healthcare & Social Assistance (16,916 peers)
+12.9%
assets growth YoY

Liberty Management Union 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Liberty Management Union 401(k) Plan vs every filed plan by assets

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

$9,677,924 Top 45% higher than 55% 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 Management Union 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 Management Union 401(k) Plan sits mid-pack in the medium band (463 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liberty Management Union 401(k) Plan reported net income rose from $497K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Liberty Management Union 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Liberty Management Union 401(k) Plan reported participants fell from 511 in the plan year 2023 filing to 463 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043284656 · Liberty Behavioral Management Corp PY 2024 · 401(k)

Liberty Management Union 401(k) Plan · $10M · 463 · 55th

  • EIN $10M
  • RANK 463
  • PHOTO 55th
  • IND 401(k)
  • EOY near American Portfolio Mortgage Corporation 401(k) Plan
  • 5500 ind #10231

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Liberty Management Union 401(k) Plan in the asset neighbourhood

Liberty Management Union 401(k) PlanLiberty Management Union 401…$10MAmerican Portfolio Mortgage Corporation 401(k) PlanAmerican Portfolio Mortgage …$10MJournal Publishing Co. 401(k) Savings PlanJournal Publishing Co. 401(k…$10MCustom Decorators, Inc. 401(k) PlanCustom Decorators, Inc. 401(…$10MMorris Packaging 401(k) Plan$10M
End-of-year total assets ($M) among Liberty Management Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Liberty Behavioral Management Corp multi-year asset trail

Sponsor-wide plan assets over time

All Liberty Behavioral Management Corp plans reported in each filing year

Latest sponsor-wide plan assets
$20M 144.058945722% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.1M $19.8M ▲ +144.0%
Year Plans Participants Total Assets
2022 1 537 $8M
2023 1 511 $9M
2024 2 463 $20M

Liberty Behavioral Management Corp filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN043284656
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Liberty Management Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Liberty Management Union 401(k) Plan, Total assets ($B): 0.009677924 · Participants: 463Liberty Management Union 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Liberty Management Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Liberty Management Union 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is American Portfolio Mortgage Corporation 401(k) Plan in IL ($10M); by covered participants it is Ti 401(k) Savings Plan in TX (463 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (463 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 Management Union 401(k) Plan assets move in 2024? ▼
Liberty Management Union 401(k) Plan grew at a solid clip - up 12.9% during 2024, from $9M to $10M. Reported net income was $1M.
How have Liberty Behavioral Management Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Behavioral Management Corp's sponsor-wide assets grew 144.1%, from $8M to $20M.
Which 401(k) plans are similar in size to Liberty Management Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Portfolio Mortgage Corporation 401(k) Plan in IL ($10M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Management Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ti 401(k) Savings Plan in TX (463 participants, $1.1B 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 043284656.

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.