401(k) · DOL Form 5500 · 2023

Legacy Property Group, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 447
Participants Below avg headcount: 53rd
Percentile by assets National rank: $17,093
Avg per participant Low balance/head

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Official DOL plan name: Legacy 401(k) Retirement Plan · Sponsored by Legacy Property Group, LLC · Georgia · Real Estate

$8M in assets, 447 participants

Legacy Property Group, LLC's Legacy 401(k) Retirement Plan reported $8M in total assets and 447 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#3,369 in Real Estate (4,727 peers)

Coverage in Georgia

Legacy 401(k) Retirement Plan covers 447 participants in Georgia, about 41% of the average Georgia filer (state average ~1,096 per filing). Assets: $8M.

#3,369
in Real Estate (4,727 peers): +31.5%
assets growth YoY

Legacy 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Legacy 401(k) Retirement Plan vs every filed plan by assets

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

$7,640,560 Top 47% higher than 53% 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

Legacy 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy 401(k) Retirement Plan sits mid-pack in the medium band (447 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Legacy 401(k) Retirement Plan reported net income rose from -$409K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Legacy 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Legacy 401(k) Retirement Plan reported participants rose from 341 in the plan year 2022 filing to 447 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 582486526 · Legacy Property Group, LLC PY 2023 · 401(k)

Legacy 401(k) Retirement Plan · $8M · 447 · 53rd

IND $8M
IND 447
IND 53rd
IND 401(k)
IND near Great Kitchens Food Company 401(k) Plan
IND ind #3369

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 Real Estate retirement plans → · Plans in Georgia →

End-of-year total assets ($M) among Legacy 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	582486526
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Legacy Property Group, LLC)

Latest sponsor-wide plan assets: $10M 63.545828454317444% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	341	$6M
2023	1	447	$8M
2024	1	548	$10M

Nearby 401(k) Plans in Georgia

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

Legacy 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
Delta 401(k) Retirement Plan $16.2B · 83,136
Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
UPS 401(k) Savings Plan $13.1B · 102,231
The Home Depot Futurebuilder $12.6B · 413,365

Compare Legacy 401(k) Retirement Plan side-by-side with 3 peers →

Legacy 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Great Kitchens Food Company 401(k) Plan in IL ($8M); by covered participants it is Plan 2 - West Coast Dental, Inc. 401(k) Plan in CA (447 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Great Kitchens Food Company 401(k) Plan (IL) $8M · 599
Industrial Vibration Consultants, Inc. 401(k) Plan (OH) $8M · 52
Pathology Specialists, P.a. 401(k) Profit Sharing Plan (FL) $8M · 32
Morris Packaging 401(k) Plan (IL) $8M · 182

Similar participant headcount

Nearest other-state filings by covered participants (447 participants); asset peers above are excluded.

Plan 2 - West Coast Dental, Inc. 401(k) Plan (CA) 447 · 0 off
Cancer Specialists of North Florida 401(k) Plan (FL) 447 · 0 off
Lawley Retirement Plan (NY) 447 · 0 off
Endurance Environmental Solutions LLC 401(k) Plan (IL) 447 · 0 off

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 401(k) Retirement Plan assets move in 2023? ▼

Legacy 401(k) Retirement Plan surged - up 31.5% during 2023, from $6M to $8M. Reported net income was $2M.

How have Legacy Property Group, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Legacy Property Group, LLC's sponsor-wide assets grew 63.5%, from $6M to $10M.

Which 401(k) plans are similar in size to Legacy 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Great Kitchens Food Company 401(k) Plan in IL ($8M, 599 participants).

Which 401(k) plans cover a similar participant headcount to Legacy 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Plan 2 - West Coast Dental, Inc. 401(k) Plan in CA (447 participants, $3M 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 582486526.