Profit Sharing · DOL Form 5500 · 2023
Texoma Legacy Inc. Profit Sharing Plan
Data updated 2026-08-25
- $480K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $68,534
- Avg per participant Below avg balance/head
Official DOL plan name: Texoma Legacy Inc. Retirement Plan · Sponsored by Texoma Legacy Inc. · Georgia · Food Services & Accommodation
$480K in assets, 7 participants
Texoma Legacy Inc.'s Texoma Legacy Inc. Retirement Plan reported $480K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #1,772 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Texoma Legacy Inc. Retirement Plan ranks #1,772 of 3,828 2023 filers by assets (4078% of the sector average)-$480K for 7 participants.
- #1,772
- in Food Services & Accommodation (3,828 peers)
- -5.2%
- assets change YoY
The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Texoma Legacy Inc. Retirement Plan among the smaller filed plans by assets
Texoma Legacy Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$479,737 18th percentile higher than 18% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Texoma Legacy 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. Texoma Legacy Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Texoma Legacy Inc. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to -$26K in the plan year 2023 filing.
- Texoma Legacy Inc. Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Texoma Legacy Inc. Retirement Plan end-of-year assets fell from $506K in the plan year 2022 filing to $480K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 824109043 · Texoma Legacy Inc. PY 2023 · Profit Sharing
Texoma Legacy Inc. Retirement Plan · $480K · 7 · 18th
- NET $480K
- BOOK 7
- VS-ST 18th
- BOY Profit Sharing
- SCH near Calhoun Restaurant Corporation Retirement Plan
- EBSA ind #1772
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 Food Services & Accommodation retirement plans → · Plans in Georgia →
Texoma Legacy Inc. Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $506K |
|---|---|
| Net Assets (End of Year) | $480K |
| Net Income | -$26K |
| Employer EIN | 824109043 |
| Plan Effective Date | 2018-02-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texoma Legacy Inc.)
Sponsor-wide plan assets over time
All Texoma Legacy Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $560K 10.715591471163101% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $506K |
| 2023 | 1 | 7 | $480K |
| 2024 | 1 | 9 | $560K |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $4.9B · 18,725
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.4B · 20,830
- The Emory Clinic, Inc. Retirement Savings Plan $875M · 2,588
- Childrens Healthcare of Atlanta Growth Plan $344M · 12,194
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan $181M · 2,508
Texoma Legacy Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Georgia, the nearest Profit Sharing by assets is Calhoun Restaurant Corporation Retirement Plan in PA ($480K); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($480K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.