401(k) · DOL Form 5500 · 2022

Legacy Effects, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
123
Participants Small participant base
58th
Percentile by assets National rank
$57,757
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Legacy Effects, LLC 401(k) Profit Sharing Plan · Sponsored by Legacy Effects, LLC · California · Professional & Technical Services

$7M in assets, 123 participants

Legacy Effects, LLC's Legacy Effects, LLC 401(k) Profit Sharing Plan reported $7M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,068 in Professional & Technical Services (21,562 peers)

Coverage in California

Legacy Effects, LLC 401(k) Profit Sharing Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $7M.

#12,068
in Professional & Technical Services (21,562 peers)
-19.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Legacy Effects, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Legacy Effects, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,104,058 Top 42% higher than 58% 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

Legacy Effects, LLC 401(k) Profit Sharing 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. Legacy Effects, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (123 participants).

EBSA filing schedule strip

Filing strip 263120574 · Legacy Effects, LLC PY 2022 · 401(k)

Legacy Effects, LLC 401(k) Profit Sharing Plan · $7M · 123 · 58th

  • NET $7M
  • NET 123
  • NET 58th
  • NET 401(k)
  • NET near Medialab Ventures, LLC 401(k) Profit Sharing Plan
  • NET ind #12068

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 California →

Legacy Effects, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Legacy Effects, LLC 401(k) Profit Sharing PlanLegacy Effects, LLC 401(k) P…$7MMedialab Ventures, LLC 401(k) Profit Sharing PlanMedialab Ventures, LLC 401(k…$7MCherry Creek Insurance Agency, Inc. 401(k) PlanCherry Creek Insurance Agenc…$7MAce Lithographers 401(k) Plan$7MMcteague Higbee 401(k) Retirement PlanMcteague Higbee 401(k) Retir…$7M
End-of-year total assets ($M) among Legacy Effects, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN263120574
Plan Effective Date1990-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Legacy Effects, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Legacy Effects, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.007104058 · Participants: 123Legacy Effects, LLC 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Legacy Effects, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Legacy Effects, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Legacy Effects, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Medialab Ventures, LLC 401(k) Profit Sharing Plan in FL ($7M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Legacy Effects, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Legacy Effects, LLC 401(k) Profit Sharing Plan declined sharply - down 19.6% during 2022, from $9M to $7M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Legacy Effects, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medialab Ventures, LLC 401(k) Profit Sharing Plan in FL ($7M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Effects, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employment Background Investigations, Inc. 401(k) Plan in MD (123 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 263120574.

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.