401(k) · DOL Form 5500 · 2022
Legacy Worx, Inc. 401(k) Plan
Data updated 2026-08-25
- $101K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $50,406
- Avg per participant Low balance/head
Official DOL plan name: Legacy Worx, Inc. Retirement Plan · Sponsored by Legacy Worx, Inc. · North Carolina · Other Services
$101K in assets, 2 participants
Legacy Worx, Inc.'s Legacy Worx, Inc. Retirement Plan reported $101K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.
- #1,154 in Other Services (8,398 peers)
Legacy Worx, Inc. multi-year trail
Legacy Worx, Inc.'s plans moved +47.9% in assets from 2022 to 2024; this filing shows Legacy Worx, Inc. Retirement Plan at $101K / 2 participants.
- #1,154
- in Other Services (8,398 peers)
- +26.0%
- assets growth YoY
Legacy Worx, Inc. Retirement Plan among the smaller filed plans by assets
Legacy Worx, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$100,811 6th percentile higher than 6% 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 Worx, Inc. Retirement 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. Legacy Worx, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 863722293 · Legacy Worx, Inc. PY 2022 · 401(k)
Legacy Worx, Inc. Retirement Plan · $101K · 2 · 6th
- SCH $101K
- EBSA 2
- PART 6th
- TYPE 401(k)
- NET near Modern Data, Inc. 401(k) Plan
- BOOK ind #1154
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 Other Services retirement plans → · Plans in North Carolina →
Legacy Worx, Inc. Retirement Plan in the asset neighbourhood
Legacy Worx, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Legacy Worx, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $149K 47.895566952019124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $101K |
| 2023 | 1 | 2 | $149K |
| 2024 | 1 | 2 | $149K |
Legacy Worx, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $80K |
|---|---|
| Net Assets (End of Year) | $101K |
| Net Income | $21K |
| Employer EIN | 863722293 |
| Plan Effective Date | 2021-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Legacy Worx, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Modern Data, Inc. 401(k) Plan in OH ($101K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101K here).
- Modern Data, Inc. 401(k) Plan (OH) $101K · 8
- Mbe Holdings Inc. 401(k) Plan (TX) $101K · 3
- Sherheart Enterprises Global Auto, Inc. 401(k) Plan (GA) $101K · 1
- Labels & Decals International, Inc. 401(k) Plan (IL) $101K · 11
Similar participant headcount
Nearest other-state filings by covered participants (2 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.