401(k) · DOL Form 5500 · 2022

Legacy Operating Company, LLC 401(k) Plan

Data updated 2026-08-25

$836K
Total assets Small plan by assets
324
Participants Below avg headcount
23rd
Percentile by assets National rank
$2,579
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Legacy Operating Company, LLC 401(k) Plan · Sponsored by Legacy Operating Company, LLC · Alabama · Healthcare & Social Assistance

$836K in assets, 324 participants

Legacy Operating Company, LLC's Legacy Operating Company, LLC 401(k) Plan reported $836K in total assets and 324 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,963 in Healthcare & Social Assistance (20,060 peers)

Legacy Operating Company, LLC multi-year trail

Legacy Operating Company, LLC's plans moved +36.4% in assets from 2022 to 2024; this filing shows Legacy Operating Company, LLC 401(k) Plan at $836K / 324 participants.

#3,963
in Healthcare & Social Assistance (20,060 peers)
+53.6%
assets growth YoY

Legacy Operating Company, LLC 401(k) Plan among the smaller filed plans by assets

Legacy Operating Company, LLC 401(k) Plan vs every filed plan by assets

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

$835,612 23rd percentile higher than 23% 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 Operating Company, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Operating Company, LLC 401(k) Plan sits mid-pack in the medium band (324 participants).

Published 5500 schedule card

Filing strip 843242066 · Legacy Operating Company, LLC PY 2022 · 401(k)

Legacy Operating Company, LLC 401(k) Plan · $836K · 324 · 23rd

  • EOY $836K
  • EOY 324
  • EOY 23rd
  • EOY 401(k)
  • EOY near Fellsway Pediatrics PC 401(k) Profit Sharing Plan & Trust
  • EOY ind #3963

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Legacy Operating Company, LLC 401(k) Plan in the asset neighbourhood

Legacy Operating Company, LLC 401(k) PlanLegacy Operating Company, LL…$836KFellsway Pediatrics PC 401(k) Profit Sharing Plan & TrustFellsway Pediatrics PC 401(k…$836KIowa Tribe of Kansas and Nebraska Employees Savings TrustIowa Tribe of Kansas and Neb…$836KDoodle Pies Retirement Plan$835KCloverfields 401(k) Retirement PlanCloverfields 401(k) Retireme…$835K
End-of-year total assets ($M) among Legacy Operating Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Legacy Operating Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Legacy Operating Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 36.43844272222036% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.84M $1.14M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 324 $836K
2023 1 388 $1M
2024 1 330 $1M

Legacy Operating Company, LLC filing trail (2022)

Total Assets (Beginning of Year)$544K
Net Assets (End of Year)$836K
Net Income$292K
Employer EIN843242066
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Legacy Operating Company, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Legacy Operating Company, LLC 401(k) Plan, Total assets ($B): 0.000835612 · Participants: 324Legacy Operating Company, LLC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Legacy Operating Company, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Legacy Operating Company, LLC 401(k) Plan side-by-side with 3 peers →

Legacy Operating Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Fellsway Pediatrics PC 401(k) Profit Sharing Plan & Trust in MA ($836K); by covered participants it is Preston Memorial Hospital 403 (B) Plan in WV (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Operating Company, LLC 401(k) Plan assets move in 2022? ▼
Legacy Operating Company, LLC 401(k) Plan surged - up 53.6% during 2022, from $544K to $836K. Reported net income was $292K.
How have Legacy Operating Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Operating Company, LLC's sponsor-wide assets grew 36.4%, from $836K to $1M.
Where does Legacy Operating Company, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Legacy Operating Company, LLC 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Legacy Operating Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fellsway Pediatrics PC 401(k) Profit Sharing Plan & Trust in MA ($836K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Operating Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preston Memorial Hospital 403 (B) Plan in WV (324 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 843242066.

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.