401(k) · DOL Form 5500 · 2022

Legacy Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
23
Participants Small participant base
64th
Percentile by assets National rank
$426,027
Avg per participant High balance/head
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Official DOL plan name: Legacy Wealth Management, Inc. 401(k) Plan · Sponsored by Legacy Wealth Management, Inc. · Tennessee · Professional & Technical Services

$10M in assets, 23 participants

Legacy Wealth Management, Inc.'s Legacy Wealth Management, Inc. 401(k) Plan reported $10M in total assets and 23 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.

  • #13,638 in Professional & Technical Services (21,562 peers)

Legacy Wealth Management, Inc. multi-year trail

Legacy Wealth Management, Inc.'s plans moved +46.0% in assets from 2022 to 2024; this filing shows Legacy Wealth Management, Inc. 401(k) Plan at $10M / 23 participants.

#13,638
in Professional & Technical Services (21,562 peers)
-13.3%
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 Wealth Management, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Legacy Wealth Management, Inc. 401(k) Plan vs every filed plan by assets

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

$9,798,628 Top 36% higher than 64% 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

Legacy Wealth Management, 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 Wealth Management, Inc. 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 621132313 · Legacy Wealth Management, Inc. PY 2022 · 401(k)

Legacy Wealth Management, Inc. 401(k) Plan · $10M · 23 · 64th

  • BOOK $10M
  • VS-ST 23
  • BOY 64th
  • SCH 401(k)
  • EBSA near Valley Youth House Committee, Inc. 401(k) Plan
  • PART ind #13638

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Legacy Wealth Management, Inc. 401(k) Plan in the asset neighbourhood

Legacy Wealth Management, Inc. 401(k) PlanLegacy Wealth Management, In…$10MValley Youth House Committee, Inc. 401(k) PlanValley Youth House Committee…$10MSav-Mor Mechanical, Inc. 401(k) Savings PlanSav-Mor Mechanical, Inc. 401…$10MMancini Sleep World, Inc. 401(k) PlanMancini Sleep World, Inc. 40…$10MRg Industries, Inc. Profit Sharing PlanRg Industries, Inc. Profit S…$10M
End-of-year total assets ($M) among Legacy Wealth Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Legacy Wealth Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Legacy Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 45.96444522641333% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.8M $14.3M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 23 $10M
2023 1 24 $12M
2024 1 21 $14M

Legacy Wealth Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN621132313
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Legacy Wealth Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Legacy Wealth Management, Inc. 401(k) Plan, Total assets ($B): 0.009798628 · Participants: 23Legacy Wealth Management, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Legacy Wealth Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Legacy Wealth Management, Inc. 401(k) Plan side-by-side with 3 peers →

Legacy Wealth Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Valley Youth House Committee, Inc. 401(k) Plan in PA ($10M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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.

Frequently Asked Questions

How did Legacy Wealth Management, Inc. 401(k) Plan assets move in 2022? ▼
Legacy Wealth Management, Inc. 401(k) Plan pulled back noticeably - down 13.3% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Legacy Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Wealth Management, Inc.'s sponsor-wide assets grew 46.0%, from $10M to $14M.
Which 401(k) plans are similar in size to Legacy Wealth Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley Youth House Committee, Inc. 401(k) Plan in PA ($10M, 406 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Wealth Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621132313.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.