401(k) · DOL Form 5500 · 2022
Legacy Funeral Group, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 646
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $13,461
- Avg per participant Low balance/head
Official DOL plan name: Legacy Funeral Group Employees Retirement Savings Plan · Sponsored by Legacy Funeral Group, L.L.C. · Texas · Other Services
$9M in assets, 646 participants
Legacy Funeral Group, L.L.C.'s Legacy Funeral Group Employees Retirement Savings Plan reported $9M in total assets and 646 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #6,537 in Other Services (8,398 peers)
Legacy Funeral Group, L.L.C. multi-year trail
Legacy Funeral Group, L.L.C.'s plans moved +46.3% in assets from 2022 to 2024; this filing shows Legacy Funeral Group Employees Retirement Savings Plan at $9M / 646 participants.
- #6,537
- in Other Services (8,398 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $490K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legacy Funeral Group Employees Retirement Savings Plan's mid-pack asset rank among Other Services and all filers
Legacy Funeral Group Employees Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,695,992 Top 38% higher than 62% 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 Funeral Group Employees Retirement Savings 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 Funeral Group Employees Retirement Savings Plan sits mid-pack in the medium band (646 participants).
Plan-year Form 5500 strip
Filing strip 820562929 · Legacy Funeral Group, L.L.C. PY 2022 · 401(k)
Legacy Funeral Group Employees Retirement Savings Plan · $9M · 646 · 62nd
- SCH $9M
- EBSA 646
- PART 62nd
- TYPE 401(k)
- NET near Premier Transportation Employee Retirement Savings 401(k) Plan
- BOOK ind #6537
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 Texas →
Legacy Funeral Group Employees Retirement Savings Plan in the asset neighbourhood
Legacy Funeral Group, L.L.C. multi-year asset trail
Sponsor-wide plan assets over time
All Legacy Funeral Group, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 46.34828320909219% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 646 | $9M |
| 2023 | 1 | 803 | $11M |
| 2024 | 1 | 855 | $13M |
Legacy Funeral Group, L.L.C. filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$490K |
| Employer EIN | 820562929 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
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
Legacy Funeral Group Employees Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Premier Transportation Employee Retirement Savings 401(k) Plan in GA ($9M); by covered participants it is Re/Max, LLC 401(k) Retirement Savings Plan in CO (646 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (646 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.