401(k) · DOL Form 5500 · 2022

Legence Holdings LLC 401(k) Plan

Data updated 2026-08-11

$81M
Total assets
1,229
Participants
92nd
Percentile by assets
$66,138
Avg per participant
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Official DOL plan name: Legence 401(k) Profit Sharing Plan · Sponsored by Legence Holdings LLC · California · Construction

$81M in assets, 1,229 participants

Legence Holdings LLC's Legence 401(k) Profit Sharing Plan reported $81M in total assets and 1,229 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #8,954 in Construction (9,927 peers)

Where Legence 401(k) Profit Sharing Plan sits by assets

Legence 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $81M for 1,229 participants (~$66,138/participant), up 64.4% in 2022.

$81M
total plan assets (2022 EOY)
1,229
covered participants
92nd
percentile by assets (of 139,126 plans)
$66,138
avg assets per participant

Where Legence 401(k) Profit Sharing Plan sits by total assets

Legence 401(k) Profit Sharing Plan vs every filed plan by assets

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

$81,283,211 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Construction

Legence 401(k) Profit Sharing Plan vs the 2022 asset distribution

By assets, Legence 401(k) Profit Sharing Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$81M
Net Income$31M
Employer EIN854033009
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legence Holdings LLC)

$50M$100M$150M$200M$250M 202220232024 $81.3M $217M ▲ +166.8%
Total plan assets by year, all Legence Holdings LLC plans on file
Year Plans Participants Total Assets
2022 1 1,229 $81M
2023 1 2,726 $122M
2024 1 2,464 $217M

Nearby 401(k) Plans in California

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

Legence 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Legence 401(k) Profi…, Total assets ($B): 0.081283211 · Participants: 1229Legence 401(k) Profi…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
Legence 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Legence 401(k) Profit Sharing Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Legence 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Legence 401(k) Profit Sharing Plan assets move in 2022? ▼
Legence 401(k) Profit Sharing Plan surged - up 64.4% during 2022, from $49M to $81M. Reported net income was $31M.
How have Legence Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legence Holdings LLC's sponsor-wide assets grew 166.8%, from $81M to $217M.
Where does Legence 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Legence 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Legence 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teachers Credit Union 401(k) Plan in IN ($81M, 764 participants).

Next read for Legence 401(k) Profit Sharing Plan

Scale reading

Ways to act on Legence 401(k) Profit Sharing Plan's numbers.

  • By total assets, Legence 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Legence Holdings LLC's sponsor-wide assets have grown 166.8% since 2022 across 3 plan years on file. More Construction plans

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 854033009.

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.