Defined Benefit (Pension) · DOL Form 5500 · 2022

Legal & General America, Inc Pension Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
757
Participants Near avg headcount
89th
Percentile by assets National rank
$71,618
Avg per participant Below avg balance/head
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Official DOL plan name: Legal & General America, Inc. Cash Balance Plan · Sponsored by Legal & General America, Inc · Maryland · Management of Enterprises

$54M in assets, 757 participants

Legal & General America, Inc's Legal & General America, Inc. Cash Balance Plan reported $54M in total assets and 757 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #858 in Management of Enterprises (1,193 peers)

Where Legal & General America, Inc. Cash Balance Plan sits by assets

Legal & General America, Inc. Cash Balance Plan sits in the top quartile of all filed plans by assets, $54M for 757 participants (~$71,618/participant), down 7.2% in 2022.

#858
in Management of Enterprises (1,193 peers)
-7.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Legal & General America, Inc. Cash Balance Plan's outsized position by total assets

Legal & General America, Inc. Cash Balance Plan vs every filed plan by assets

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

$54,214,973 Top 11% higher than 89% 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

Legal & General America, Inc. Cash Balance 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. Legal & General America, Inc. Cash Balance Plan sits mid-pack in the medium band (757 participants).

DOL schedule card

Filing strip 521236150 · Legal & General America, Inc PY 2022 · Defined Benefit (Pension)

Legal & General America, Inc. Cash Balance Plan · $54M · 757 · 89th

  • EBSA $54M
  • EBSA 757
  • EBSA 89th
  • EBSA Defined Benefit (Pension)
  • EBSA near Delta Dental Plan of Michigan, Inc. Hourly Rated Pension Plan
  • EBSA ind #858

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 Management of Enterprises retirement plans → · Plans in Maryland →

Legal & General America, Inc. Cash Balance Plan in the asset neighbourhood

Arrow Financial Corporation Employees Pension Plan and TrustArrow Financial Corporation …$54MLegal & General America, Inc. Cash Balance PlanLegal & General America, Inc…$54MDelta Dental Plan of Michigan, Inc. Hourly Rated Pension PlanDelta Dental Plan of Michiga…$54MGreer Retirement Plan$54MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$54M
End-of-year total assets ($M) among Legal & General America, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$54M
Net Income-$4M
Employer EIN521236150
Plan Effective Date1952-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legal & General America, Inc)

Sponsor-wide plan assets over time

All Legal & General America, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$293M 50.1778653487831% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $195M $293M ▲ +50.2%
Year Plans Participants Total Assets
2022 2 1,727 $195M
2023 2 1,826 $241M
2024 2 2,087 $293M

Nearby Defined Benefit (Pension) Plans in Maryland

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Legal & General America, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Legal & General America, Inc. Cash Balance Plan, Total assets ($B): 0.054214973 · Participants: 757Legal & General America, Inc. Cash Balance PlanLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.843533772 · Participants: 21647Lockheed Martin Corporation Salaried Employee Retirement ProgramNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.273549408 · Participants: 14916National Automatic Sprinkler Industry Pension FundMajor League Baseball Players Pension Plan, Total assets ($B): 4.247803775 · Participants: 1041Major League Baseball Players Pension PlanInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 3.938448124 · Participants: 50952International Painters and Allied Trades Industry Pension PlanBert Bell/Pete Rozelle Nfl Player Retirement Plan, Total assets ($B): 3.67312584 · Participants: 2587Bert Bell/Pete Rozelle Nfl Player Retirement Plan
Legal & General America, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

Legal & General America, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Delta Dental Plan of Michigan, Inc. Hourly Rated Pension Plan in MI ($54M); by covered participants it is Basf Corporation Consolidated Bargaining Unit Employees' Pension Plan in NJ (757 participants). Same-state nearby plans are listed separately above.

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 Legal & General America, Inc. Cash Balance Plan assets move in 2022? ▼
Legal & General America, Inc. Cash Balance Plan pulled back noticeably - down 7.2% during 2022, from $58M to $54M. Reported net income was -$4M.
How have Legal & General America, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legal & General America, Inc's sponsor-wide assets grew 50.2%, from $195M to $293M.
Where does Legal & General America, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Legal & General America, Inc. Cash Balance Plan ranks in the 89th 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 Defined Benefit (Pension) plans are similar in size to Legal & General America, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Delta Dental Plan of Michigan, Inc. Hourly Rated Pension Plan in MI ($54M, 232 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Legal & General America, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Basf Corporation Consolidated Bargaining Unit Employees' Pension Plan in NJ (757 participants, $383M in assets).