401(k) · DOL Form 5500 · 2022

Twiggs Legacy Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$131K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$131,107
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan · Sponsored by Twiggs Legacy Foundation, Inc. · Georgia · Retail Trade

$131K in assets, 1 participants

Twiggs Legacy Foundation, Inc.'s Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan reported $131K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,087 in Retail Trade (9,519 peers)

Twiggs Legacy Foundation, Inc. multi-year trail

Twiggs Legacy Foundation, Inc.'s plans moved -18.5% in assets from 2022 to 2024; this filing shows Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan at $131K / 1 participant.

#1,087
in Retail Trade (9,519 peers)
+13.3%
assets growth YoY

Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$131,107 8th percentile higher than 8% 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

Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 844873766 · Twiggs Legacy Foundation, Inc. PY 2022 · 401(k)

Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan · $131K · 1 · 8th

  • EBSA $131K
  • EBSA 1
  • EBSA 8th
  • EBSA 401(k)
  • EBSA near Jax Elite Group Inc. 401(k) Plan
  • EBSA ind #1087

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 Retail Trade retirement plans → · Plans in Georgia →

Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing PlanTwiggs Legacy Foundation, In…$131KJax Elite Group Inc. 401(k) PlanJax Elite Group Inc. 401(k) …$131KBkr Trading Retirement Plan$131KReturns Distribution Specialists LLC Safe Harbor 401(k) PlanReturns Distribution Special…$131KHortancia Puthumana Md LLC 401(k) Profit Sharing Plan & TrustHortancia Puthumana Md LLC 4…$131K
End-of-year total assets ($M) among Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Twiggs Legacy Foundation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Twiggs Legacy Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107K 18.469646929607116% vs 2022
2024 filing year
$0.09M$0.1M$0.11M$0.12M$0.13M$0.14M 202220232024 $0.13M $0.11M ▼ -15.4%
Year Plans Participants Total Assets
2022 1 1 $131K
2023 1 1 $100K
2024 1 1 $107K

Twiggs Legacy Foundation, Inc. filing trail (2022)

Total Assets (Beginning of Year)$116K
Net Assets (End of Year)$131K
Net Income$15K
Employer EIN844873766
Plan Effective Date2020-02-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000131107 · Participants: 1Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Jax Elite Group Inc. 401(k) Plan in IL ($131K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.3% during 2022, from $116K to $131K. Reported net income was $15K.
How have Twiggs Legacy Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Twiggs Legacy Foundation, Inc.'s sponsor-wide assets declined 18.5%, from $131K to $107K.
Where does Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jax Elite Group Inc. 401(k) Plan in IL ($131K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Twiggs Legacy Foundation, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 844873766.

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.