ESOP · DOL Form 5500 · 2022
Bic Legacy, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 34th
- Percentile by assets National rank
Official DOL plan name: Bic Legacy, Inc. Profit Sharing Plan · Sponsored by Bic Legacy, Inc. · Indiana · Finance & Insurance
$2M in assets, N/A participants
Bic Legacy, Inc.'s Bic Legacy, Inc. Profit Sharing Plan reported $2M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #2,117 in Finance & Insurance (9,261 peers)
2022 asset change
Bic Legacy, Inc. Profit Sharing Plan contracted severely 66.8% in 2022 ($6M → $2M) for N/A participants.
- #2,117
- in Finance & Insurance (9,261 peers)
- -66.8%
- assets change YoY
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.
Bic Legacy, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Bic Legacy, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,003,686 34th percentile higher than 34% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 351858026 · Bic Legacy, Inc. PY 2022 · ESOP
Bic Legacy, Inc. Profit Sharing Plan · $2M · N/A · 34th
- EOY $2M
- EOY N/A
- EOY 34th
- EOY ESOP
- EOY near Desert Structures Employee Stock Ownership Plan
- EOY ind #2117
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 What is an ESOP? → · Plans in Indiana →
Bic Legacy, Inc. Profit Sharing Plan in the asset neighbourhood
Bic Legacy, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Bic Legacy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $2M |
| 2023 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$4M |
| Employer EIN | 351858026 |
| Plan Effective Date | 2007-02-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.5B · 3,842
- Urschel Laboratories Employee Stock Ownership Plan $315M · 467
- Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
- Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 464
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333
Bic Legacy, Inc. Profit Sharing Plan's closest out-of-state ESOP peers by assets
Outside Indiana, the nearest ESOP by end-of-year assets is Desert Structures Employee Stock Ownership Plan in AZ at $2M (this filing: $2M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.