Defined Benefit (Pension) · DOL Form 5500 · 2022

Legal & General America, Inc Pension Plan

Data updated 2026-08-11

$54M
Total assets
757
Participants
89th
Percentile by assets
$71,618
Avg per participant
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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.

  • 89th percentile by assets (of 139,126 plans)
  • #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.

$54M
total plan assets (2022 EOY)
757
covered participants
89th
percentile by assets (of 139,126 plans)
$71,618
avg assets per participant

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 vs the 2022 asset distribution

By assets, Legal & General America, Inc. Cash Balance Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

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)

$150M$200M$250M$300M$350M 202220232024 $195M $293M â–˛ +50.2%
Total plan assets by year, all Legal & General America, Inc plans on file
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

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 Amer…Lockheed Martin Corp…National Automatic S…Major League Basebal…International Painte…Bert Bell/Pete Rozel…
Legal & General America, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Legal & General America, Inc. Cash Balance Plan by total assets, not by location.

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).

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