401(k) · DOL Form 5500 · 2022
Legacy Advisors, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $323,113
- Avg per participant High balance/head
Official DOL plan name: Legacy Advisors, Inc 401(k) Profit Sharing Plan · Sponsored by Legacy Advisors, Inc. · Alabama · Finance & Insurance
$2M in assets, 5 participants
Legacy Advisors, Inc.'s Legacy Advisors, Inc 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- #1,909 in Finance & Insurance (9,261 peers)
Legacy Advisors, Inc. multi-year trail
Legacy Advisors, Inc.'s plans moved +54.3% in assets from 2022 to 2024; this filing shows Legacy Advisors, Inc 401(k) Profit Sharing Plan at $2M / 5 participants.
- #1,909
- in Finance & Insurance (9,261 peers)
- -11.9%
- assets change YoY
The plan reported a net loss of $218K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legacy Advisors, Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets
Legacy Advisors, Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,615,567 31st percentile higher than 31% 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 Advisors, Inc 401(k) Profit Sharing 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. Legacy Advisors, Inc 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 631195860 · Legacy Advisors, Inc. PY 2022 · 401(k)
Legacy Advisors, Inc 401(k) Profit Sharing Plan · $2M · 5 · 31st
- VS-ST $2M
- VS-ST 5
- VS-ST 31st
- VS-ST 401(k)
- VS-ST near Inner Force Tots 401(k)
- VS-ST ind #1909
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 Alabama →
Legacy Advisors, Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Legacy Advisors, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Legacy Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 54.28570898019086% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $2M |
Legacy Advisors, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$218K |
| Employer EIN | 631195860 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Legacy Advisors, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Inner Force Tots 401(k) in NY ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Inner Force Tots 401(k) (NY) $2M · 106
- Immigrant Defenders Law Center 401(k) Profit Sharing Plan & Trust (CA) $2M · 122
- Plainview Healthcare 401(k) Plan (NY) $2M · 1,974
- Parks-Village Nashville, LLC 401(k) Plan (TN) $2M · 143
Similar participant headcount
Nearest other-state filings by covered participants (5 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.