401(k) · DOL Form 5500 · 2023
Legacy Mortgage, LLC 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 73
- Participants Small participant base
Official DOL plan name: Legacy Mortgage, LLC 401(k) Plan · Sponsored by Legacy Mortgage, LLC · New Mexico · Finance & Insurance
N/A in assets, 73 participants
Legacy Mortgage, LLC's Legacy Mortgage, LLC 401(k) Plan reported N/A in total assets and 73 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Legacy Mortgage, LLC 401(k) Plan holds N/A for 73 participants.
- -$5M
- reported net income
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legacy Mortgage, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Mortgage, LLC 401(k) Plan is a small filing (73 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legacy Mortgage, LLC 401(k) Plan reported net income fell from -$694K in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- Legacy Mortgage, LLC 401(k) Plan reported participants fell from 87 in the plan year 2022 filing to 73 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 270019832 · Legacy Mortgage, LLC PY 2023 · 401(k)
Legacy Mortgage, LLC 401(k) Plan · N/A · 73
- 5500 N/A
- 5500 73
- 5500 PY 2023
- 5500 401(k)
- 5500 near A Haven for Kids, Inc. Retirement Plan
- 5500 -$5M
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 Finance & Insurance retirement plans → · Plans in New Mexico →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$5M |
| Employer EIN | 270019832 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Mortgage, LLC)
Sponsor-wide plan assets over time
All Legacy Mortgage, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 87 | $5M |
| 2023 | 1 | 73 | N/A |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $6.1B · 14,721
- Triad 401(k) Retirement Plan $2.0B · 10,005
- Triad 401(k) Savings Plan $840M · 2,249
- Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962
Legacy Mortgage, LLC 401(k) Plan's closest out-of-state 401(k) peers by headcount
Outside New Mexico, the nearest 401(k) by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 participants; this filing: 73 participants).
Similar participant headcount
Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.