401(k) · DOL Form 5500 · 2022

Legacy.Com, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
227
Participants Below avg headcount
68th
Percentile by assets National rank
$52,055
Avg per participant Low balance/head
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Official DOL plan name: Legacy.Com 401(k) Plan · Sponsored by Legacy.Com, Inc. · Illinois · Information & Media

$12M in assets, 227 participants

Legacy.Com, Inc.'s Legacy.Com 401(k) Plan reported $12M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #1,653 in Information & Media (2,911 peers)

Coverage in Illinois

Legacy.Com 401(k) Plan covers 227 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $12M.

#1,653
in Information & Media (2,911 peers)
-9.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Legacy.Com 401(k) Plan's outsized position by total assets

Legacy.Com 401(k) Plan vs every filed plan by assets

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

$11,816,547 Top 32% higher than 68% 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.Com 401(k) 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.Com 401(k) Plan sits mid-pack in the medium band (227 participants).

EBSA filing schedule strip

Filing strip 364342896 · Legacy.Com, Inc. PY 2022 · 401(k)

Legacy.Com 401(k) Plan · $12M · 227 · 68th

  • TYPE $12M
  • TYPE 227
  • TYPE 68th
  • TYPE 401(k)
  • TYPE near Covenant Medical Management 401(k) and Profit Sharing Plan
  • TYPE ind #1653

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 Information & Media retirement plans → · Plans in Illinois →

Legacy.Com 401(k) Plan in the asset neighbourhood

Legacy.Com 401(k) Plan$12MCovenant Medical Management 401(k) and Profit Sharing PlanCovenant Medical Management …$12MKelley Connect 401(k) Profit Sharing PlanKelley Connect 401(k) Profit…$12MTownsend Tree Service Company, Inc. Salaried Employees Retirement Savings PlanTownsend Tree Service Compan…$12MXla 401(k) Plan$12M
End-of-year total assets ($M) among Legacy.Com 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN364342896
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy.Com, Inc.)

Sponsor-wide plan assets over time

All Legacy.Com, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 40.80059936291033% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16.6M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 227 $12M
2023 1 256 $14M
2024 1 200 $17M

Nearby 401(k) Plans in Illinois

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

Legacy.Com 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Legacy.Com 401(k) Plan, Total assets ($B): 0.011816547 · Participants: 227Legacy.Com 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Legacy.Com 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Outside Illinois, the nearest 401(k) by assets is Covenant Medical Management 401(k) and Profit Sharing Plan in TN ($12M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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.Com 401(k) Plan assets move in 2022?
Legacy.Com 401(k) Plan pulled back noticeably - down 9.8% during 2022, from $13M to $12M. Reported net income was -$1M.
How have Legacy.Com, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Legacy.Com, Inc.'s sponsor-wide assets grew 40.8%, from $12M to $17M.
Which 401(k) plans are similar in size to Legacy.Com 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Covenant Medical Management 401(k) and Profit Sharing Plan in TN ($12M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Legacy.Com 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants, $28M in assets).