Profit Sharing · DOL Form 5500 · 2022

Judge Legacy Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$748,715
Avg per participant High balance/head
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Official DOL plan name: Judge Legacy Inc. Retirement Plan · Sponsored by Judge Legacy Inc. · North Carolina · Other Services

$1M in assets, 2 participants

Judge Legacy Inc.'s Judge Legacy Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,490 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Judge Legacy Inc. Retirement Plan ranks #4,490 of 8,398 2022 filers by assets (1340% of the sector average)-$1M for 2 participants.

#4,490
in Other Services (8,398 peers)
+87.5%
assets growth YoY

Judge Legacy Inc. Retirement Plan among the smaller filed plans by assets

Judge Legacy Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,497,430 30th percentile higher than 30% of 139,123 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 2022

Judge Legacy 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. Judge Legacy Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 852800237 · Judge Legacy Inc. PY 2022 · Profit Sharing

Judge Legacy Inc. Retirement Plan · $1M · 2 · 30th

  • VS-ST $1M
  • BOY 2
  • SCH 30th
  • EBSA Profit Sharing
  • PART near David a Herf, Md Profit Sharing Plan
  • TYPE ind #4490

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 Other Services retirement plans → · Plans in North Carolina →

Judge Legacy Inc. Retirement Plan in the asset neighbourhood

Judge Legacy Inc. Retirement PlanJudge Legacy Inc. Retirement…$1MDavid a Herf, Md Profit Sharing PlanDavid a Herf, Md Profit Shar…$1MEasterbrook Enterprises, Inc. Retirement PlanEasterbrook Enterprises, Inc…$1MTowner & Towner PC Delcharter Guarantee & Trust Co PrototypeTowner & Towner PC Delcharte…$1MTait Roofing Co., Inc. Profit Sharing PlanTait Roofing Co., Inc. Profi…$1M
End-of-year total assets ($M) among Judge Legacy Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$799K
Net Assets (End of Year)$1M
Net Income$699K
Employer EIN852800237
Plan Effective Date2020-09-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Judge Legacy Inc.)

Sponsor-wide plan assets over time

All Judge Legacy Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.8669654007199% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.5M $2.2M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $3M
2024 1 2 $2M

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Judge Legacy Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Judge Legacy Inc. Retirement Plan, Total assets ($B): 0.00149743 · Participants: 2Judge Legacy Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Judge Legacy Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Judge Legacy Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is David a Herf, Md Profit Sharing Plan in FL ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Judge Legacy Inc. Retirement Plan assets move in 2022?
Judge Legacy Inc. Retirement Plan surged - up 87.5% during 2022, from $799K to $1M. Reported net income was $699K.
How have Judge Legacy Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Judge Legacy Inc.'s sponsor-wide assets grew 46.9%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Judge Legacy Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is David a Herf, Md Profit Sharing Plan in FL ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Judge Legacy Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).