401(k) · DOL Form 5500 · 2022
Legacy, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $31,732
- Avg per participant Low balance/head
Official DOL plan name: Legacy, LLC 401(k) Plan · Sponsored by Legacy, LLC · Michigan · Real Estate
$5M in assets, 154 participants
Legacy, LLC's Legacy, LLC 401(k) Plan reported $5M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #3,450 in Real Estate (5,057 peers)
Coverage in Michigan
Legacy, LLC 401(k) Plan covers 154 participants in Michigan, about 24% of the average Michigan filer (state average ~638 per filing). Assets: $5M.
- #3,450
- in Real Estate (5,057 peers)
- -27.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legacy, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Legacy, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,886,758 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Legacy, 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, LLC 401(k) Plan sits mid-pack in the medium band (154 participants).
Plan-year Form 5500 strip
Filing strip 472413816 · Legacy, LLC PY 2022 · 401(k)
Legacy, LLC 401(k) Plan · $5M · 154 · 50th
- NET $5M
- BOOK 154
- VS-ST 50th
- BOY 401(k)
- SCH near John C. Cassidy Air Conditioning, Inc. Thrift & Profit Sharing Plan
- EBSA ind #3450
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 Real Estate retirement plans → · Plans in Michigan →
Legacy, LLC 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 472413816 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy, LLC)
Sponsor-wide plan assets over time
All Legacy, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 0.2191637073086083% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $5M |
| 2023 | 1 | 175 | $5M |
| 2024 | 1 | 142 | $5M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Legacy, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is John C. Cassidy Air Conditioning, Inc. Thrift & Profit Sharing Plan in FL ($5M); by covered participants it is Kenna Security, Inc. 401(k) Plan in CA (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Kenna Security, Inc. 401(k) Plan (CA) 154 · 0 off
- Eagle River Capital 401(k) Plan (CO) 154 · 0 off
- Nextcapital Group Retirement Plan (IL) 154 · 0 off
- Partners in Care 401(k) P/S Plan (FL) 154 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.