Profit Sharing · DOL Form 5500 · 2023

Legacy Advisors, LLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$623,000
Avg per participant High balance/head
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Official DOL plan name: Legacy Advisors LLC Profit Sharing Plan · Sponsored by Legacy Advisors, LLC · Indiana · Professional & Technical Services

$1M in assets, 2 participants

Legacy Advisors, LLC's Legacy Advisors LLC Profit Sharing Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,264 in Professional & Technical Services (20,321 peers)

Legacy Advisors, LLC multi-year trail

Legacy Advisors, LLC's plans moved +38.8% in assets from 2022 to 2024; this filing shows Legacy Advisors LLC Profit Sharing Plan at $1M / 2 participants.

#4,264
in Professional & Technical Services (20,321 peers)
+19.4%
assets growth YoY

Legacy Advisors LLC Profit Sharing Plan among the smaller filed plans by assets

Legacy Advisors LLC Profit Sharing Plan vs every filed plan by assets

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

$1,246,000 26th percentile higher than 26% 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

Legacy Advisors LLC Profit Sharing 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. Legacy Advisors LLC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy Advisors LLC Profit Sharing Plan reported net income rose from -$396K in the plan year 2022 filing to $202K in the plan year 2023 filing.
  • Legacy Advisors LLC Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 352082411 · Legacy Advisors, LLC PY 2023 · Profit Sharing

Legacy Advisors LLC Profit Sharing Plan · $1M · 2 · 26th

  • NET $1M
  • BOOK 2
  • VS-ST 26th
  • BOY Profit Sharing
  • SCH near Kessler Land Agency, Inc. Profit Sharing Plan
  • EBSA ind #4264

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 Indiana →

Legacy Advisors LLC Profit Sharing Plan in the asset neighbourhood

Legacy Advisors LLC Profit Sharing PlanLegacy Advisors LLC Profit S…$1MKessler Land Agency, Inc. Profit Sharing PlanKessler Land Agency, Inc. Pr…$1MJcc Ventures, Inc. Profit Sharing Plan & TrustJcc Ventures, Inc. Profit Sh…$1MSweetwater Home Services Inc. Retirement PlanSweetwater Home Services Inc…$1MAlphonzo L. Davidson Dds PA Profit Sharing Plan and TrustAlphonzo L. Davidson Dds PA …$1M
End-of-year total assets ($M) among Legacy Advisors LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Legacy Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Legacy Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 38.81349843125045% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.04M $1.45M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Legacy Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$202K
Employer EIN352082411
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Indiana

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

Legacy Advisors LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Legacy Advisors LLC Profit Sharing Plan, Total assets ($B): 0.001246 · Participants: 2Legacy Advisors LLC Profit Sharing PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.360767219 · Participants: 9969University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.321097243 · Participants: 1127Indiana State Council of Plasterers & Cement Mason Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.268369786 · Participants: 2820I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.206190521 · Participants: 6110Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing Plan, Total assets ($B): 0.177440898 · Participants: 1818Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan
Legacy Advisors LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Legacy Advisors LLC Profit Sharing Plan side-by-side with 3 peers →

Legacy Advisors LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Kessler Land Agency, Inc. Profit Sharing Plan in AL ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Legacy Advisors LLC Profit Sharing Plan assets move in 2023? ▼
Legacy Advisors LLC Profit Sharing Plan grew sharply - up 19.4% during 2023, from $1M to $1M. Reported net income was $202K.
How have Legacy Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Advisors, LLC's sponsor-wide assets grew 38.8%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Legacy Advisors LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kessler Land Agency, Inc. Profit Sharing Plan in AL ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Legacy Advisors LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 352082411.

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.