# Liberty Bank N.A. Health & Welfare Plan
Source: https://planprovider.pro/companies/liberty-bank-n-a-853193604-501

> Liberty Bank N.A.'s Health & Welfare plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Liberty Bank N.A.

- **Sponsor EIN:** 853193604

- **Sponsor Address:** 2 PARK PLZ STE 550, IRVINE, CA, 926142518

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 14

- **Total Assets:** $1,078

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|14|$1,078|$0|$37,455|

| 2023|17|$17,606|$0|$16,498|

| 2022|8|$16,246|$0|$15,696|

## Similar Plans

- [City National Bank](https://planprovider.pro/companies/city-national-bank-401k-plan-001-0067) — 8,846 participants

- [East West Bank](https://planprovider.pro/companies/east-west-bank-401k-plan) — 4,204 participants

- [Axos Financial, INC.](https://planprovider.pro/companies/axos-financial-inc-401k-plan) — 1,683 participants

- [Mechanics Bank](https://planprovider.pro/companies/mechanics-bank-plan-001) — 1,484 participants

- [Cvb Financial Corp.](https://planprovider.pro/companies/cvb-financial-corp-plan) — 1,387 participants

- [Pacific Premier Bank](https://planprovider.pro/companies/pacific-premier-bank-401k-plan) — 1,251 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/liberty-bank-n-a-853193604-501)

© 2026 PlanProvider.Pro