401(k) · DOL Form 5500 · 2022

Pre-Paid Legal Services, Inc. Dba Legalshield 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
653
Participants Below avg headcount
84th
Percentile by assets National rank
$50,817
Avg per participant Low balance/head
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Official DOL plan name: Pplsi 401(k) Plan · Sponsored by Pre-Paid Legal Services, Inc. Dba Legalshield · Oklahoma · Professional & Technical Services

$33M in assets, 653 participants

Pre-Paid Legal Services, Inc. Dba Legalshield's Pplsi 401(k) Plan reported $33M in total assets and 653 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,254 in Professional & Technical Services (21,562 peers)

Where Pplsi 401(k) Plan sits by assets

Pplsi 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 653 participants (~$50,817/participant), down 13.8% in 2022.

#18,254
in Professional & Technical Services (21,562 peers)
-13.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pplsi 401(k) Plan's outsized position by total assets

Pplsi 401(k) Plan vs every filed plan by assets

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

$33,183,515 Top 16% higher than 84% 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

Pplsi 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. Pplsi 401(k) Plan sits mid-pack in the medium band (653 participants).

DOL schedule card

Filing strip 731016728 · Pre-Paid Legal Services, Inc. Dba Legalshield PY 2022 · 401(k)

Pplsi 401(k) Plan · $33M · 653 · 84th

  • VS-ST $33M
  • BOY 653
  • SCH 84th
  • EBSA 401(k)
  • PART near Inova Diagnostics, Inc. Salary Savings Plan
  • TYPE ind #18254

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 Oklahoma →

Pplsi 401(k) Plan in the asset neighbourhood

Sizewise 401(k) Retirement PlanSizewise 401(k) Retirement P…$33MPplsi 401(k) Plan$33MInova Diagnostics, Inc. Salary Savings PlanInova Diagnostics, Inc. Sala…$33MParker Towing Company, Inc. 401(k) Profit Sharing PlanParker Towing Company, Inc. …$33MStar of the West Savings and Protection PlanStar of the West Savings and…$33M
End-of-year total assets ($M) among Pplsi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$33M
Net Income-$5M
Employer EIN731016728
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pre-Paid Legal Services, Inc. Dba Legalshield)

Sponsor-wide plan assets over time

All Pre-Paid Legal Services, Inc. Dba Legalshield plans reported in each filing year

Latest sponsor-wide plan assets
$46M 38.57923731105641% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.2M $46M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 653 $33M
2023 1 653 $41M
2024 1 606 $46M

Nearby 401(k) Plans in Oklahoma

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

Pplsi 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Pplsi 401(k) Plan, Total assets ($B): 0.033183515 · Participants: 653Pplsi 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Pplsi 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Pplsi 401(k) Plan side-by-side with 3 peers →

Pplsi 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Inova Diagnostics, Inc. Salary Savings Plan in CA ($33M); by covered participants it is Atrion Corporation 401(k) Savings Plan in TX (653 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (653 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 Pplsi 401(k) Plan assets move in 2022? ▼
Pplsi 401(k) Plan pulled back noticeably - down 13.8% during 2022, from $39M to $33M. Reported net income was -$5M.
How have Pre-Paid Legal Services, Inc. Dba Legalshield plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pre-Paid Legal Services, Inc. Dba Legalshield's sponsor-wide assets grew 38.6%, from $33M to $46M.
Where does Pplsi 401(k) Plan rank by assets among Form 5500 filers? ▼
Pplsi 401(k) Plan ranks in the 84th 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 Pplsi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inova Diagnostics, Inc. Salary Savings Plan in CA ($33M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Pplsi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atrion Corporation 401(k) Savings Plan in TX (653 participants, $53M 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 731016728.

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.