401(k) · DOL Form 5500 · 2022
Legacy Mortgage, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $52,890
- Avg per participant Low balance/head
Official DOL plan name: Legacy Mortgage, LLC 401(k) Plan · Sponsored by Legacy Mortgage, LLC · New Mexico · Finance & Insurance
$5M in assets, 87 participants
Legacy Mortgage, LLC's Legacy Mortgage, LLC 401(k) Plan reported $5M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #3,144 in Finance & Insurance (9,261 peers)
2022 asset change
Legacy Mortgage, LLC 401(k) Plan pulled back noticeably 13.1% in 2022 ($5M → $5M) for 87 participants.
- #3,144
- in Finance & Insurance (9,261 peers)
- -13.1%
- assets change YoY
The plan reported a net loss of $694K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legacy Mortgage, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Legacy Mortgage, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,601,412 49th percentile higher than 49% 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 Mortgage, LLC 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 Mortgage, LLC 401(k) Plan is a small filing (87 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 270019832 · Legacy Mortgage, LLC PY 2022 · 401(k)
Legacy Mortgage, LLC 401(k) Plan · $5M · 87 · 49th
- SCH $5M
- SCH 87
- SCH 49th
- SCH 401(k)
- SCH near Jernigan Oil Company, Inc. 401(k) Profit Sharing Plan
- SCH ind #3144
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 New Mexico →
Legacy Mortgage, LLC 401(k) Plan in the asset neighbourhood
Legacy Mortgage, LLC years around the 2022 move
Sponsor-wide plan assets over time
All Legacy Mortgage, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 87 | $5M |
| 2023 | 1 | 73 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$694K |
| Employer EIN | 270019832 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $5.0B · 14,007
- Triad 401(k) Retirement Plan $1.5B · 8,535
- Triad 401(k) Savings Plan $750M · 2,476
- Pnm Resources, Inc. Retirement Savings Plan $707M · 1,638
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $445M · 1,553
Legacy Mortgage, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Jernigan Oil Company, Inc. 401(k) Profit Sharing Plan in NC ($5M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (87 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.