401(k) · DOL Form 5500 · 2023

Legacy Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 5
Participants Small participant base: 31st
Percentile by assets National rank: $407,684
Avg per participant High balance/head

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Official DOL plan name: Legacy Advisors, Inc 401(k) Profit Sharing Plan · Sponsored by Legacy Advisors, Inc. · Alabama · Finance & Insurance

$2M in assets, 5 participants

Legacy Advisors, Inc.'s Legacy Advisors, Inc 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

#1,853 in Finance & Insurance (8,869 peers)

Legacy Advisors, Inc. multi-year trail

Legacy Advisors, Inc.'s plans moved +54.3% in assets from 2022 to 2024; this filing shows Legacy Advisors, Inc 401(k) Profit Sharing Plan at $2M / 5 participants.

#1,853
in Finance & Insurance (8,869 peers): +26.2%
assets growth YoY

Legacy Advisors, Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Legacy Advisors, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,038,422 31st percentile higher than 31% 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 Advisors, Inc 401(k) 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, Inc 401(k) Profit Sharing Plan is a micro filing (5 participants), 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%)

Legacy Advisors, Inc 401(k) Profit Sharing Plan reported net income rose from -$218K in the plan year 2022 filing to $423K in the plan year 2023 filing.
Legacy Advisors, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 631195860 · Legacy Advisors, Inc. PY 2023 · 401(k)

Legacy Advisors, Inc 401(k) Profit Sharing Plan · $2M · 5 · 31st

NET $2M
NET 5
NET 31st
NET 401(k)
NET near Hanco Corp. Retirement Plan
NET ind #1853

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 Finance & Insurance retirement plans → · Plans in Alabama →

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

Legacy Advisors, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 54.28570898019086% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$2M
2023	1	5	$2M
2024	1	5	$2M

Legacy Advisors, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$423K
Employer EIN	631195860
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Legacy Advisors, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Legacy Advisors, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Legacy Advisors, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Hanco Corp. Retirement Plan in MN ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Hanco Corp. Retirement Plan (MN) $2M · 25
Crosspoint, Inc. 401(k) Plan (TX) $2M · 94
Mmm Consumer Brands 401(k) Retirement Plan and Trust (NY) $2M · 364
Esmet, Inc. 401(k) Savings and Retirement Plan (OH) $2M · 23

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 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 Advisors, Inc 401(k) Profit Sharing Plan assets move in 2023? ▼

Legacy Advisors, Inc 401(k) Profit Sharing Plan grew sharply - up 26.2% during 2023, from $2M to $2M. Reported net income was $423K.

How have Legacy Advisors, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Legacy Advisors, Inc.'s sponsor-wide assets grew 54.3%, from $2M to $2M.

Which 401(k) plans are similar in size to Legacy Advisors, Inc 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hanco Corp. Retirement Plan in MN ($2M, 25 participants).

Which 401(k) plans cover a similar participant headcount to Legacy Advisors, Inc 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 631195860.