Profit Sharing · DOL Form 5500 · 2023

Creating Legacy Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$244K
Total assets Small plan by assets
4
Participants Small participant base
12th
Percentile by assets National rank
$60,960
Avg per participant Low balance/head
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Official DOL plan name: Creating Legacy Enterprises, Inc. Retirement Plan · Sponsored by Creating Legacy Enterprises, Inc. · Arizona · Professional & Technical Services

$244K in assets, 4 participants

Creating Legacy Enterprises, Inc.'s Creating Legacy Enterprises, Inc. Retirement Plan reported $244K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,902 in Professional & Technical Services (20,321 peers)

Creating Legacy Enterprises, Inc. multi-year trail

Creating Legacy Enterprises, Inc.'s plans moved -22.9% in assets from 2022 to 2024; this filing shows Creating Legacy Enterprises, Inc. Retirement Plan at $244K / 4 participants.

#1,902
in Professional & Technical Services (20,321 peers)
-12.7%
assets change YoY

The plan reported a net loss of $35K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Creating Legacy Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Creating Legacy Enterprises, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$243,840 12th percentile higher than 12% of 127,068 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 2023

Creating Legacy Enterprises, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Creating Legacy Enterprises, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Creating Legacy Enterprises, Inc. Retirement Plan reported net income fell from -$7K in the plan year 2022 filing to -$35K in the plan year 2023 filing.
  • Creating Legacy Enterprises, Inc. Retirement Plan reported participants fell from 10 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Creating Legacy Enterprises, Inc. Retirement Plan end-of-year assets fell from $279K in the plan year 2022 filing to $244K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 811762260 · Creating Legacy Enterprises, Inc. PY 2023 · Profit Sharing

Creating Legacy Enterprises, Inc. Retirement Plan · $244K · 4 · 12th

  • EIN $244K
  • RANK 4
  • PHOTO 12th
  • IND Profit Sharing
  • EOY near Metcalfe Security, Inc. Profit Sharing Plan
  • 5500 ind #1902

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Creating Legacy Enterprises, Inc. Retirement Plan in the asset neighbourhood

Creating Legacy Enterprises, Inc. Retirement PlanCreating Legacy Enterprises,…$244KMetcalfe Security, Inc. Profit Sharing PlanMetcalfe Security, Inc. Prof…$244KBlackmon Storage Solutions, Inc. Retirement PlanBlackmon Storage Solutions, …$244KScruffy Company Retirement PlanScruffy Company Retirement P…$244KBarrett Mcginley, Inc. Profit Sharing PlanBarrett Mcginley, Inc. Profi…$244K
End-of-year total assets ($M) among Creating Legacy Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Creating Legacy Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Creating Legacy Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$215K 22.907848656081473% vs 2022
2024 filing year
$0.2M$0.22M$0.24M$0.26M$0.28M$0.3M 202220232024 $0.28M $0.22M ▼ -21.4%
Year Plans Participants Total Assets
2022 1 10 $279K
2023 1 4 $244K
2024 1 3 $215K

Creating Legacy Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$279K
Net Assets (End of Year)$244K
Net Income-$35K
Employer EIN811762260
Plan Effective Date2016-03-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Creating Legacy Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Creating Legacy Enterprises, Inc. Retirement Plan, Total assets ($M): 0.24384 · Participants: 4Creating Legacy Enterprises, Inc. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Creating Legacy Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Creating Legacy Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Creating Legacy Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Metcalfe Security, Inc. Profit Sharing Plan in CA ($244K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Creating Legacy Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Creating Legacy Enterprises, Inc. Retirement Plan pulled back noticeably - down 12.7% during 2023, from $279K to $244K. Reported net income was -$35K.
How have Creating Legacy Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Creating Legacy Enterprises, Inc.'s sponsor-wide assets declined 22.9%, from $279K to $215K.
Where does Creating Legacy Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Creating Legacy Enterprises, Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Creating Legacy Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Metcalfe Security, Inc. Profit Sharing Plan in CA ($244K, 72 participants).
Which Profit Sharing plans cover a similar participant headcount to Creating Legacy Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 811762260.

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.