401(k) · DOL Form 5500 · 2022
Davis Legacy, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $267,472
- Avg per participant High balance/head
Official DOL plan name: Davis Legacy, Inc. 401(k) Profit Sharing Plan · Sponsored by Davis Legacy, Inc. · Missouri · Retail Trade
$1M in assets, 4 participants
Davis Legacy, Inc.'s Davis Legacy, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #3,398 in Retail Trade (9,519 peers)
Davis Legacy, Inc. multi-year trail
Davis Legacy, Inc.'s plans moved +15.5% in assets from 2022 to 2024; this filing shows Davis Legacy, Inc. 401(k) Profit Sharing Plan at $1M / 4 participants.
- #3,398
- in Retail Trade (9,519 peers)
- +236.6%
- assets growth YoY
Davis Legacy, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Davis Legacy, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,069,889 26th percentile higher than 26% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Davis Legacy, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis Legacy, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 843519953 · Davis Legacy, Inc. PY 2022 · 401(k)
Davis Legacy, Inc. 401(k) Profit Sharing Plan · $1M · 4 · 26th
- PHOTO $1M
- PHOTO 4
- PHOTO 26th
- PHOTO 401(k)
- PHOTO near Hardy Window Company Retirement Savings Plan
- PHOTO ind #3398
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 Retail Trade retirement plans → · Plans in Missouri →
Davis Legacy, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Davis Legacy, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Davis Legacy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 15.458426061021283% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 8 | $1M |
Davis Legacy, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $318K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $752K |
| Employer EIN | 843519953 |
| Plan Effective Date | 2019-10-29 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Davis Legacy, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Hardy Window Company Retirement Savings Plan in CA ($1M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.