New Legend, Inc. 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by New Legend, Inc. · Arizona · Transportation & Warehousing
What the 2023 filing shows
New Legend, Inc. 401(k) Plan holds $1M for 734 participants — about $1,748 per participant, up 27.0% over the 2022 plan year.
- $1M
- total plan assets (2022 EOY)
- 734
- covered participants
- $1,748
- avg assets per participant
- +27.0%
- assets growth YoY
What the Filing Says About New Legend, Inc. 401(k) Plan
New Legend, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by New Legend, Inc., headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 734 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 822521606, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $1M at the beginning of 2022 to $1M at year-end — a gain of 27.0%. Net assets (after liabilities) closed the year at $1M, with reported net income of $273K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $1M |
| Total Assets (End of Year) | $1M |
| Net Assets (End of Year) | $1M |
| Net Income | $273K |
| Plan Type | 401(k) |
| Employer EIN | 822521606 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Related Data
Guides
Frequently Asked Questions
How much money is in the New Legend, Inc. 401(k) Plan? ▼
What type of plan is New Legend, Inc. 401(k) Plan? ▼
Who sponsors the New Legend, Inc. 401(k) Plan? ▼
How did New Legend, Inc. 401(k) Plan perform in 2022? ▼
Where can I find official filings for New Legend, Inc. 401(k) Plan? ▼
How does New Legend, Inc. 401(k) Plan compare to other plans? ▼
Explore PlainRetire
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 822521606.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.