401(k) · DOL Form 5500 · 2022
The Legacy Alliance, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $270,680
- Avg per participant High balance/head
Official DOL plan name: Legacy Alliance, Inc. 401(k) Plan · Sponsored by The Legacy Alliance, Inc. · California · Finance & Insurance
$10M in assets, 36 participants
The Legacy Alliance, Inc.'s Legacy Alliance, Inc. 401(k) Plan reported $10M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #4,427 in Finance & Insurance (9,261 peers)
The Legacy Alliance, Inc. multi-year trail
The Legacy Alliance, Inc.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows Legacy Alliance, Inc. 401(k) Plan at $10M / 36 participants.
- #4,427
- in Finance & Insurance (9,261 peers)
- -10.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legacy Alliance, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Legacy Alliance, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,744,484 Top 36% higher than 64% 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
Legacy Alliance, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Alliance, Inc. 401(k) Plan is a small filing (36 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 271451623 · The Legacy Alliance, Inc. PY 2022 · 401(k)
Legacy Alliance, Inc. 401(k) Plan · $10M · 36 · 64th
- SCH $10M
- EBSA 36
- PART 64th
- TYPE 401(k)
- NET near Mansfield Plumbing Products LLC Employee Savings Plan for Ohio Hourly Employees
- BOOK ind #4427
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 California →
Legacy Alliance, Inc. 401(k) Plan in the asset neighbourhood
The Legacy Alliance, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Legacy Alliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 21.967617782532148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $10M |
| 2023 | 1 | 35 | $11M |
| 2024 | 1 | 37 | $12M |
The Legacy Alliance, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 271451623 |
| Plan Effective Date | 2009-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Legacy Alliance, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Mansfield Plumbing Products LLC Employee Savings Plan for Ohio Hourly Employees in OH ($10M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (36 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 (36 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.