401(k) · DOL Form 5500 · 2022

Legacy Homserv Inc. 401(k) Plan

Data updated 2026-08-25

$171K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$170,654
Avg per participant Above avg balance/head
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Official DOL plan name: Legacy Homserv Inc. 401(k) Plan · Sponsored by Legacy Homserv Inc. · Minnesota · Construction

$171K in assets, 1 participants

Legacy Homserv Inc.'s Legacy Homserv Inc. 401(k) Plan reported $171K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #796 in Construction (9,927 peers)

Legacy Homserv Inc. multi-year trail

Legacy Homserv Inc.'s plans moved +196.2% in assets from 2022 to 2024; this filing shows Legacy Homserv Inc. 401(k) Plan at $171K / 1 participant.

#796
in Construction (9,927 peers)
-1.6%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Legacy Homserv Inc. 401(k) Plan among the smaller filed plans by assets

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

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

$170,654 9th percentile higher than 9% 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 Homserv Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Homserv Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 872853004 · Legacy Homserv Inc. PY 2022 · 401(k)

Legacy Homserv Inc. 401(k) Plan · $171K · 1 · 9th

  • BOOK $171K
  • VS-ST 1
  • BOY 9th
  • SCH 401(k)
  • EBSA near Paulaura Corp. 401(k) Profit Sharing Plan
  • PART ind #796

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 Construction retirement plans → · Plans in Minnesota →

Legacy Homserv Inc. 401(k) Plan in the asset neighbourhood

Legacy Homserv Inc. 401(k) PlanLegacy Homserv Inc. 401(k) P…$171KPaulaura Corp. 401(k) Profit Sharing PlanPaulaura Corp. 401(k) Profit…$171KAvila Tech Investments 401(k) PlanAvila Tech Investments 401(k…$171KAct Management Services, Inc. 401(k) PlanAct Management Services, Inc…$171KTeam Pizza 401(k) Plan$171K
End-of-year total assets ($M) among Legacy Homserv Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Legacy Homserv Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Legacy Homserv Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$505K 196.16651235833908% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.17M $0.51M ▲ +200.0%
Year Plans Participants Total Assets
2022 1 1 $171K
2023 1 2 $61K
2024 1 2 $505K

Legacy Homserv Inc. filing trail (2022)

Total Assets (Beginning of Year)$174K
Net Assets (End of Year)$171K
Net Income-$3K
Employer EIN872853004
Plan Effective Date2021-09-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Legacy Homserv Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Legacy Homserv Inc. 401(k) Plan, Total assets ($B): 0.000170654 · Participants: 1Legacy Homserv Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Legacy Homserv Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Legacy Homserv Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Paulaura Corp. 401(k) Profit Sharing Plan in NY ($171K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($171K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Homserv Inc. 401(k) Plan assets move in 2022? ▼
Legacy Homserv Inc. 401(k) Plan edged down modestly - down 1.6% during 2022, from $174K to $171K. Reported net income was -$3K.
How have Legacy Homserv Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Homserv Inc.'s sponsor-wide assets grew 196.2%, from $171K to $505K.
Where does Legacy Homserv Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Legacy Homserv Inc. 401(k) Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Legacy Homserv Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paulaura Corp. 401(k) Profit Sharing Plan in NY ($171K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Legacy Homserv Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 872853004.

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.