Profit Sharing · DOL Form 5500 · 2022
New Legacy Development Inc. Profit Sharing Plan
Data updated 2026-08-25
- $220K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $110,000
- Avg per participant Below avg balance/head
Official DOL plan name: New Legacy Development Inc. Retirement Plan · Sponsored by New Legacy Development Inc. · Pennsylvania · Real Estate
$220K in assets, 2 participants
New Legacy Development Inc.'s New Legacy Development Inc. Retirement Plan reported $220K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.
- #884 in Real Estate (5,057 peers)
What the 2022 filing shows
New Legacy Development Inc. Retirement Plan holds $220K for 2 participants - about $110,000 per participant, among the smaller plans by assets on file.
- #884
- in Real Estate (5,057 peers)
- -1.3%
- assets change YoY
The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New Legacy Development Inc. Retirement Plan among the smaller filed plans by assets
New Legacy Development Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$220,000 11th percentile higher than 11% 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
New Legacy Development Inc. Retirement 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. New Legacy Development Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 812630923 · New Legacy Development Inc. PY 2022 · Profit Sharing
New Legacy Development Inc. Retirement Plan · $220K · 2 · 11th
- NET $220K
- BOOK 2
- VS-ST 11th
- BOY Profit Sharing
- SCH near Perkins & Perkins Enterprises Inc. Retirement Plan
- EBSA ind #884
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 Real Estate retirement plans → · Plans in Pennsylvania →
New Legacy Development Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $223K |
|---|---|
| Net Assets (End of Year) | $220K |
| Net Income | -$3K |
| Employer EIN | 812630923 |
| Plan Effective Date | 2016-05-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Legacy Development Inc.)
Sponsor-wide plan assets over time
All New Legacy Development Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $218K 0.8077272727272728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $220K |
| 2023 | 1 | 2 | $220K |
| 2024 | 1 | 2 | $218K |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
New Legacy Development Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Perkins & Perkins Enterprises Inc. Retirement Plan in AZ ($220K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($220K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.