401(k) · DOL Form 5500 · 2022

J.Y. Legner Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
102
Participants Small participant base
36th
Percentile by assets National rank
$23,322
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: J.Y. Legner Associates, Inc. 401(k) Plan · Sponsored by J.Y. Legner Associates, Inc. · Kentucky · Professional & Technical Services

$2M in assets, 102 participants

J.Y. Legner Associates, Inc.'s J.Y. Legner Associates, Inc. 401(k) Plan reported $2M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,184 in Professional & Technical Services (21,562 peers)

Coverage in Kentucky

J.Y. Legner Associates, Inc. 401(k) Plan covers 102 participants in Kentucky, about 16% of the average Kentucky filer (state average ~647 per filing). Assets: $2M.

#7,184
in Professional & Technical Services (21,562 peers)
-14.2%
assets change YoY

The plan reported a net loss of $395K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.Y. Legner Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

J.Y. Legner Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$2,378,887 36th percentile higher than 36% 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

J.Y. Legner Associates, Inc. 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. J.Y. Legner Associates, Inc. 401(k) Plan sits mid-pack in the medium band (102 participants).

Plan-year Form 5500 strip

Filing strip 611353367 · J.Y. Legner Associates, Inc. PY 2022 · 401(k)

J.Y. Legner Associates, Inc. 401(k) Plan · $2M · 102 · 36th

  • PHOTO $2M
  • IND 102
  • EOY 36th
  • 5500 401(k)
  • ASSETS near Inserts East, Inc. 401(k) Profit Sharing Plan
  • PCT ind #7184

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 Kentucky →

J.Y. Legner Associates, Inc. 401(k) Plan in the asset neighbourhood

J.Y. Legner Associates, Inc. 401(k) PlanJ.Y. Legner Associates, Inc.…$2MInserts East, Inc. 401(k) Profit Sharing PlanInserts East, Inc. 401(k) Pr…$2MMass Design Incorporated 401(k) Profit Sharing Plan & TrustMass Design Incorporated 401…$2MRoth and Spellman LLP Employee's 401(k) PlanRoth and Spellman LLP Employ…$2MBlair County Oil & Supply Co. Profit Sharing PlanBlair County Oil & Supply Co…$2M
End-of-year total assets ($M) among J.Y. Legner Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$395K
Employer EIN611353367
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

J.Y. Legner Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants J.Y. Legner Associates, Inc. 401(k) Plan, Total assets ($B): 0.002378887 · Participants: 102J.Y. Legner Associates, Inc. 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
J.Y. Legner Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare J.Y. Legner Associates, Inc. 401(k) Plan side-by-side with 3 peers →

J.Y. Legner Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Inserts East, Inc. 401(k) Profit Sharing Plan in NJ ($2M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 J.Y. Legner Associates, Inc. 401(k) Plan assets move in 2022? ▼
J.Y. Legner Associates, Inc. 401(k) Plan pulled back noticeably - down 14.2% during 2022, from $3M to $2M. Reported net income was -$395K.
Which 401(k) plans are similar in size to J.Y. Legner Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inserts East, Inc. 401(k) Profit Sharing Plan in NJ ($2M, 144 participants).
Which 401(k) plans cover a similar participant headcount to J.Y. Legner Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 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 611353367.

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.