401(k) · DOL Form 5500 · 2022

Legal & General America, Inc. 401(k) Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
970
Participants Near avg headcount
94th
Percentile by assets National rank
$145,019
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Legal & General America, Inc. Savings Plan · Sponsored by Legal & General America, Inc. · Maryland · Management of Enterprises

$141M in assets, 970 participants

Legal & General America, Inc.'s Legal & General America, Inc. Savings Plan reported $141M in total assets and 970 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #978 in Management of Enterprises (1,193 peers)

Where Legal & General America, Inc. Savings Plan sits by assets

Legal & General America, Inc. Savings Plan sits in the top 10% of all filed plans by assets, $141M for 970 participants (~$145,019/participant), down 12.8% in 2022.

#978
in Management of Enterprises (1,193 peers)
-12.8%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Legal & General America, Inc. Savings Plan's outsized position by total assets

Legal & General America, Inc. Savings Plan vs every filed plan by assets

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

$140,668,405 Top 6% higher than 94% 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

Legal & General America, Inc. Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legal & General America, Inc. Savings Plan sits mid-pack in the medium band (970 participants).

EBSA filing schedule strip

Filing strip 521236150 · Legal & General America, Inc. PY 2022 · 401(k)

Legal & General America, Inc. Savings Plan · $141M · 970 · 94th

  • TYPE $141M
  • TYPE 970
  • TYPE 94th
  • TYPE 401(k)
  • TYPE near Franchise Group, Inc. 401(k) Plan
  • TYPE ind #978

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 Management of Enterprises retirement plans → · Plans in Maryland →

Legal & General America, Inc. Savings Plan in the asset neighbourhood

Core Laboratories Profit Sharing and Retirement PlanCore Laboratories Profit Sha…$141MLegal & General America, Inc. Savings PlanLegal & General America, Inc…$141MFranchise Group, Inc. 401(k) PlanFranchise Group, Inc. 401(k)…$141MAdmiral Beverage Corporation 401(k) PlanAdmiral Beverage Corporation…$141MThe Colson Medical LLC Employees' Retirement PlanThe Colson Medical LLC Emplo…$141M
End-of-year total assets ($M) among Legal & General America, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$161M
Net Assets (End of Year)$141M
Net Income-$21M
Employer EIN521236150
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legal & General America, Inc.)

Sponsor-wide plan assets over time

All Legal & General America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$293M 50.1778653487831% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $195M $293M ▲ +50.2%
Year Plans Participants Total Assets
2022 2 1,727 $195M
2023 2 1,826 $241M
2024 2 2,087 $293M

Nearby 401(k) Plans in Maryland

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

Legal & General America, Inc. Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Legal & General America, Inc. Savings Plan, Total assets ($B): 0.140668405 · Participants: 970Legal & General America, Inc. Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Legal & General America, Inc. Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Legal & General America, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Franchise Group, Inc. 401(k) Plan in OH ($141M); by covered participants it is Liuna National 401(k) Retirement Savings Plan in DC (970 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($141M here).

Similar participant headcount

Nearest other-state filings by covered participants (970 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 Legal & General America, Inc. Savings Plan assets move in 2022? ▼
Legal & General America, Inc. Savings Plan pulled back noticeably - down 12.8% during 2022, from $161M to $141M. Reported net income was -$21M.
How have Legal & General America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legal & General America, Inc.'s sponsor-wide assets grew 50.2%, from $195M to $293M.
Where does Legal & General America, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Legal & General America, Inc. Savings Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Legal & General America, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Franchise Group, Inc. 401(k) Plan in OH ($141M, 6,535 participants).
Which 401(k) plans cover a similar participant headcount to Legal & General America, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Liuna National 401(k) Retirement Savings Plan in DC (970 participants, $137M in assets).