401(k) · DOL Form 5500 · 2023

Leaving a Legacy Retirement Plan 401(k) Plan

Data updated 2026-08-25

$70K
Total assets Small plan by assets: 1
Participants Small participant base: 5th
Percentile by assets National rank: $70,450
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Leaving a Legacy Retirement Plan · Sponsored by Leaving a Legacy Retirement Plan · Kentucky · Administrative & Support Services

$70K in assets, 1 participants

Leaving a Legacy Retirement Plan's Leaving a Legacy Retirement Plan reported $70K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

#494 in Administrative & Support Services (4,372 peers)

What the 2023 filing shows

Leaving a Legacy Retirement Plan holds $70K for 1 participant - about $70,450 per participant, among the smaller plans by assets on file.

#494
in Administrative & Support Services (4,372 peers): +0.0%
assets growth YoY

Leaving a Legacy Retirement Plan among the smaller filed plans by assets

Leaving a Legacy Retirement Plan vs every filed plan by assets

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

$70,450 5th percentile higher than 5% 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

Leaving a Legacy 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. Leaving a Legacy Retirement Plan is a micro filing (1 participant), the leftmost band.

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%)

Form 5500 schedule snapshot

Filing strip 454823751 · Leaving a Legacy Retirement Plan PY 2023 · 401(k)

Leaving a Legacy Retirement Plan · $70K · 1 · 5th

EIN $70K
EIN 1
EIN 5th
EIN 401(k)
EIN near Seminole Automotive 401(k)
EIN ind #494

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 Administrative & Support Services retirement plans → · Plans in Kentucky →

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

Filing particulars (2023)

Total Assets (Beginning of Year)	$70K
Net Assets (End of Year)	$70K
Employer EIN	454823751
Plan Effective Date	2012-03-18
Filing Status	FILING RECEIVED

Sponsor Plan History (Leaving a Legacy Retirement Plan)

Latest sponsor-wide plan assets: $70K 0% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$70K
2023	1	1	$70K
2024	1	1	$70K

Nearby 401(k) Plans in Kentucky

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

Leaving a Legacy Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Leaving a Legacy Retirement Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Seminole Automotive 401(k) in UT ($70K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70K here).

Seminole Automotive 401(k) (UT) $70K · 1
A.U.a.E.S. Inc. 401(k) Plan (MN) $70K · 7
Skillzworks, Inc. 401(k) Profit Sharing Plan (CA) $70K · 1
Westwind Coaching Co. 401(k) Plan (LA) $70K · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 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 Leaving a Legacy Retirement Plan assets move in 2023? ▼

Leaving a Legacy Retirement Plan held essentially flat - up 0.0% during 2023, from $70K to $70K.

How have Leaving a Legacy Retirement Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Leaving a Legacy Retirement Plan's sponsor-wide assets grew 0.0%, from $70K to $70K.

Where does Leaving a Legacy Retirement Plan rank by assets among Form 5500 filers? ▼

Leaving a Legacy Retirement Plan ranks in the 5th 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 401(k) plans are similar in size to Leaving a Legacy Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Seminole Automotive 401(k) in UT ($70K, 1 participant).

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

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 454823751.