401(k) · DOL Form 5500 · 2022
Alegacy Group 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $50,519
- Avg per participant Low balance/head
Official DOL plan name: Alegacy Group Retirement Plan · Sponsored by Alegacy Group · Texas · Manufacturing
$7M in assets, 146 participants
Alegacy Group's Alegacy Group Retirement Plan reported $7M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #9,125 in Manufacturing (20,602 peers)
Coverage in Texas
Alegacy Group Retirement Plan covers 146 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $7M.
- #9,125
- in Manufacturing (20,602 peers)
- +1.0%
- assets growth YoY
Alegacy Group Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Alegacy Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,375,819 Top 41% higher than 59% 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
Alegacy Group Retirement 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. Alegacy Group Retirement Plan sits mid-pack in the medium band (146 participants).
DOL schedule card
Filing strip 463548736 · Alegacy Group PY 2022 · 401(k)
Alegacy Group Retirement Plan · $7M · 146 · 59th
- PART $7M
- PART 146
- PART 59th
- PART 401(k)
- PART near Skorpios Technologies Inc. 401(k) Plan
- PART ind #9125
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 Manufacturing retirement plans → · Plans in Texas →
Alegacy Group Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $70K |
| Employer EIN | 463548736 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alegacy Group)
Sponsor-wide plan assets over time
All Alegacy Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 72.65445369524389% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 146 | $7M |
| 2023 | 1 | 167 | $10M |
| 2024 | 1 | 202 | $13M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Alegacy Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Skorpios Technologies Inc. 401(k) Plan in NM ($7M); by covered participants it is Bcp 401(k) Plan in NC (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Bcp 401(k) Plan (NC) 146 · 0 off
- Club Med Sales and Management Employee Retirement Plan (FL) 146 · 0 off
- Bill's Distributing, Ltd. 401(k) Profit Sharing Plan (WI) 146 · 0 off
- Pacific Dealership Group Retirement Plan (CA) 146 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.