401(k) · DOL Form 5500 · 2022

Legacy Traditional Schools 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,669
Participants Near avg headcount
78th
Percentile by assets National rank
$12,824
Avg per participant Low balance/head
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Official DOL plan name: Legacy Traditional Schools 401(k) Plan · Sponsored by Legacy Traditional Schools · Arizona · Educational Services

$21M in assets, 1,669 participants

Legacy Traditional Schools's Legacy Traditional Schools 401(k) Plan reported $21M in total assets and 1,669 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,518 in Educational Services (4,024 peers)

Coverage in Arizona

Legacy Traditional Schools 401(k) Plan covers 1,669 participants in Arizona, 3.0x the typical Arizona plan (state average ~564 per filing). Assets: $21M.

#2,518
in Educational Services (4,024 peers)
+23.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Legacy Traditional Schools 401(k) Plan's outsized position by total assets

Legacy Traditional Schools 401(k) Plan vs every filed plan by assets

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

$21,403,787 Top 22% higher than 78% 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 Traditional Schools 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Traditional Schools 401(k) Plan lands in the large band (1,669 participants).

Published 5500 schedule card

Filing strip 460641842 · Legacy Traditional Schools PY 2022 · 401(k)

Legacy Traditional Schools 401(k) Plan · $21M · 1,669 · 78th

  • EOY $21M
  • 5500 1,669
  • ASSETS 78th
  • PCT 401(k)
  • EIN near Greenpeace, Inc. Savings Plan
  • RANK ind #2518

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 Educational Services retirement plans → · Plans in Arizona →

Legacy Traditional Schools 401(k) Plan in the asset neighbourhood

Greenpeace, Inc. Savings Plan$21MTandigm Physician Services, LLC 401(k) Profit Sharing PlanTandigm Physician Services, …$21MJagemann Stamping Co. 401(k) Retirement Savings Plan and TrustJagemann Stamping Co. 401(k)…$21MThe Navco Retirement Savings PlanThe Navco Retirement Savings…$21MLegacy Traditional Schools 401(k) PlanLegacy Traditional Schools 4…$21M
End-of-year total assets ($M) among Legacy Traditional Schools 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN460641842
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Traditional Schools)

Sponsor-wide plan assets over time

All Legacy Traditional Schools plans reported in each filing year

Latest sponsor-wide plan assets
$32M 51.82073620897087% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.4M $32.5M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 1,669 $21M
2023 1 1,736 $28M
2024 1 1,537 $32M

Nearby 401(k) Plans in Arizona

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

Legacy Traditional Schools 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Legacy Traditional Schools 401(k) Plan, Total assets ($B): 0.021403787 · Participants: 1669Legacy Traditional Schools 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Legacy Traditional Schools 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Legacy Traditional Schools 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Greenpeace, Inc. Savings Plan in DC ($21M); by covered participants it is Rpm Pizza, LLC 401(k) Plan in MS (1,669 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,669 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 Traditional Schools 401(k) Plan assets move in 2022? ▼
Legacy Traditional Schools 401(k) Plan grew sharply - up 23.6% during 2022, from $17M to $21M. Reported net income was $4M.
How have Legacy Traditional Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Traditional Schools's sponsor-wide assets grew 51.8%, from $21M to $32M.
Where does Legacy Traditional Schools 401(k) Plan rank by assets among Form 5500 filers? ▼
Legacy Traditional Schools 401(k) Plan ranks in the 78th 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 401(k) plans are similar in size to Legacy Traditional Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greenpeace, Inc. Savings Plan in DC ($21M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Traditional Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rpm Pizza, LLC 401(k) Plan in MS (1,669 participants, $14M 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 460641842.

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.