401(k) · DOL Form 5500 · 2022

Legacy Holding Company 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
55
Participants Small participant base
81st
Percentile by assets National rank
$462,619
Avg per participant High balance/head
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Official DOL plan name: Legacy Holding Company 401(k) Plan · Sponsored by Legacy Holding Company · Texas · Finance & Insurance

$25M in assets, 55 participants

Legacy Holding Company's Legacy Holding Company 401(k) Plan reported $25M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,387 in Finance & Insurance (9,261 peers)

Where Legacy Holding Company 401(k) Plan sits by assets

Legacy Holding Company 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 55 participants (~$462,619/participant), down 33.6% in 2022.

#6,387
in Finance & Insurance (9,261 peers)
-33.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Legacy Holding Company 401(k) Plan's outsized position by total assets

Legacy Holding Company 401(k) Plan vs every filed plan by assets

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

$25,444,025 Top 19% higher than 81% 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 Holding Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Holding Company 401(k) Plan is a small filing (55 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 760204762 · Legacy Holding Company PY 2022 · 401(k)

Legacy Holding Company 401(k) Plan · $25M · 55 · 81st

  • EBSA $25M
  • EBSA 55
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near Pic Group, Inc. 401(k) Wealth Accumulation Plan
  • EBSA ind #6387

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 Finance & Insurance retirement plans → · Plans in Texas →

Legacy Holding Company 401(k) Plan in the asset neighbourhood

Vermont Gas Systems, Inc. 401(k) PlanVermont Gas Systems, Inc. 40…$25MErickson-Hall Construction Company 401(k) Profit Sharing Plan and TrustErickson-Hall Construction C…$25MLegacy Holding Company 401(k) PlanLegacy Holding Company 401(k…$25MPic Group, Inc. 401(k) Wealth Accumulation PlanPic Group, Inc. 401(k) Wealt…$25MKessler Foundation 401(k) Savings PlanKessler Foundation 401(k) Sa…$25M
End-of-year total assets ($M) among Legacy Holding Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$25M
Net Income-$13M
Employer EIN760204762
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Holding Company)

Sponsor-wide plan assets over time

All Legacy Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$36M 41.22256207498617% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.4M $35.9M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 55 $25M
2023 1 51 $31M
2024 1 48 $36M

Nearby 401(k) Plans in Texas

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

Legacy Holding Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Legacy Holding Company 401(k) Plan, Total assets ($B): 0.025444025 · Participants: 55Legacy Holding Company 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Legacy Holding Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Legacy Holding Company 401(k) Plan side-by-side with 3 peers →

Legacy Holding Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pic Group, Inc. 401(k) Wealth Accumulation Plan in GA ($25M); by covered participants it is Revinate Retirement Trust in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Holding Company 401(k) Plan assets move in 2022? ▼
Legacy Holding Company 401(k) Plan contracted severely - down 33.6% during 2022, from $38M to $25M. Reported net income was -$13M.
How have Legacy Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Holding Company's sponsor-wide assets grew 41.2%, from $25M to $36M.
Where does Legacy Holding Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Legacy Holding Company 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Legacy Holding Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pic Group, Inc. 401(k) Wealth Accumulation Plan in GA ($25M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Holding Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revinate Retirement Trust in CA (55 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 760204762.

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.