401(k) · DOL Form 5500 · 2022

Legend Bank 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
165
Participants Small participant base
83rd
Percentile by assets National rank
$181,559
Avg per participant Above avg balance/head
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Official DOL plan name: Legend Bank Employee Stock Ownership and 401(k) Plan · Sponsored by Legend Bank · Texas · Finance & Insurance

$30M in assets, 165 participants

Legend Bank's Legend Bank Employee Stock Ownership and 401(k) Plan reported $30M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,688 in Finance & Insurance (9,261 peers)

Coverage in Texas

Legend Bank Employee Stock Ownership and 401(k) Plan covers 165 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $30M.

#6,688
in Finance & Insurance (9,261 peers)
+0.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Legend Bank Employee Stock Ownership and 401(k) Plan's outsized position by total assets

Legend Bank Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$29,957,209 Top 17% higher than 83% 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

Legend Bank Employee Stock Ownership and 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. Legend Bank Employee Stock Ownership and 401(k) Plan sits mid-pack in the medium band (165 participants).

Form 5500 schedule snapshot

Filing strip 750150372 · Legend Bank PY 2022 · 401(k)

Legend Bank Employee Stock Ownership and 401(k) Plan · $30M · 165 · 83rd

  • RANK $30M
  • PHOTO 165
  • IND 83rd
  • EOY 401(k)
  • 5500 near Professional Engineering Consultants, P.a. 401(k) Retirement Plan
  • ASSETS ind #6688

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 Texas →

Legend Bank Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Legend Bank Employee Stock Ownership and 401(k) PlanLegend Bank Employee Stock O…$30MProfessional Engineering Consultants, P.a. 401(k) Retirement PlanProfessional Engineering Con…$30MPublic Partnerships LLC 401(k) Profit Sharing PlanPublic Partnerships LLC 401(…$30MBennett Motor Express Management, Inc. 401(k) PlanBennett Motor Express Manage…$30MDwfritz Automation LLC 401(k) PlanDwfritz Automation LLC 401(k…$30M
End-of-year total assets ($M) among Legend Bank Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$30M
Net Income$96K
Employer EIN750150372
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legend Bank)

Sponsor-wide plan assets over time

All Legend Bank plans reported in each filing year

Latest sponsor-wide plan assets
$37M 24.34097916130972% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30M $37.3M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 165 $30M
2023 1 178 $34M
2024 1 181 $37M

Nearby 401(k) Plans in Texas

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

Legend Bank Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Legend Bank Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.029957209 · Participants: 165Legend Bank Employee Stock Ownership and 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Legend Bank Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Legend Bank Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

Legend Bank Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Professional Engineering Consultants, P.a. 401(k) Retirement Plan in KS ($30M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Legend Bank Employee Stock Ownership and 401(k) Plan assets move in 2022? ▼
Legend Bank Employee Stock Ownership and 401(k) Plan held essentially flat - up 0.3% during 2022, from $30M to $30M. Reported net income was $96K.
How have Legend Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legend Bank's sponsor-wide assets grew 24.3%, from $30M to $37M.
Where does Legend Bank Employee Stock Ownership and 401(k) Plan rank by assets among Form 5500 filers? ▼
Legend Bank Employee Stock Ownership and 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Legend Bank Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Professional Engineering Consultants, P.a. 401(k) Retirement Plan in KS ($30M, 326 participants).
Which 401(k) plans cover a similar participant headcount to Legend Bank Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg 401(k) Retirement Plan in TN (165 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 750150372.

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.