401(k) · DOL Form 5500 · 2022

Legence Holdings LLC 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
1,229
Participants Near avg headcount
92nd
Percentile by assets National rank
$66,138
Avg per participant Below avg balance/head
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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.

  • #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.

#8,954
in Construction (9,927 peers)
+64.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Legence 401(k) Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Legence 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legence 401(k) Profit Sharing Plan lands in the large band (1,229 participants).

DOL schedule card

Filing strip 854033009 · Legence Holdings LLC PY 2022 · 401(k)

Legence 401(k) Profit Sharing Plan · $81M · 1,229 · 92nd

  • EOY $81M
  • 5500 1,229
  • ASSETS 92nd
  • PCT 401(k)
  • EIN near Teachers Credit Union 401(k) Plan
  • RANK ind #8954

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 Construction retirement plans → · Plans in California →

Legence 401(k) Profit Sharing Plan in the asset neighbourhood

Sub-Zero/Wolf Production Employees' 401(k) PlanSub-Zero/Wolf Production Emp…$81MCarestream Dental Retirement Savings PlanCarestream Dental Retirement…$81MLegence 401(k) Profit Sharing PlanLegence 401(k) Profit Sharin…$81MTeachers Credit Union 401(k) PlanTeachers Credit Union 401(k)…$81MR.J. O'brien & Associates, LLC Profit Sharing and Savings PlanR.J. O'brien & Associates, L…$81M
End-of-year total assets ($M) among Legence 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Legence Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$217M 166.7507155936544% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $81.3M $217M ▲ +166.8%
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 ($B) Participants Legence 401(k) Profit Sharing Plan, Total assets ($B): 0.081283211 · Participants: 1229Legence 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
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 →

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

Outside California, the nearest 401(k) by assets is Teachers Credit Union 401(k) Plan in IN ($81M); by covered participants it is Helios Technologies, Inc. 401(k) Retirement Plan in FL (1,229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,229 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 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).
Which 401(k) plans cover a similar participant headcount to Legence 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Helios Technologies, Inc. 401(k) Retirement Plan in FL (1,229 participants, $114M 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 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.