401(k) · DOL Form 5500 · 2023

Legends Bank 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
119
Participants Small participant base
64th
Percentile by assets National rank
$106,084
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Legends Bank 401-K Plan · Sponsored by Legends Bank · Tennessee · Finance & Insurance

$13M in assets, 119 participants

Legends Bank's Legends Bank 401-K Plan reported $13M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,302 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Legends Bank 401-K Plan covers 119 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $13M.

#4,302
in Finance & Insurance (8,869 peers)
+24.0%
assets growth YoY

Legends Bank 401-K Plan's mid-pack asset rank among Finance & Insurance and all filers

Legends Bank 401-K Plan vs every filed plan by assets

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

$12,623,942 Top 36% higher than 64% 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

Legends Bank 401-K 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. Legends Bank 401-K Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legends Bank 401-K Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Legends Bank 401-K Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Legends Bank 401-K Plan reported participants rose from 110 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 621734402 · Legends Bank PY 2023 · 401(k)

Legends Bank 401-K Plan · $13M · 119 · 64th

  • EBSA $13M
  • EBSA 119
  • EBSA 64th
  • EBSA 401(k)
  • EBSA near Bosselman Energy Employees Retirement Plan
  • EBSA ind #4302

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 Tennessee →

Legends Bank 401-K Plan in the asset neighbourhood

Legends Bank 401-K Plan$13MBosselman Energy Employees Retirement PlanBosselman Energy Employees R…$13MPaulsen, Inc. 401(k) Profit Sharing PlanPaulsen, Inc. 401(k) Profit …$13MRoberts Markel Weinburg Butler Hailey P.C. 401(k) PlanRoberts Markel Weinburg Butl…$13MDiageo North America, Inc. 401(k) Retirement Savings Plan for Union EmployeesDiageo North America, Inc. 4…$13M
End-of-year total assets ($M) among Legends Bank 401-K Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN621734402
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legends Bank)

Sponsor-wide plan assets over time

All Legends Bank plans reported in each filing year

Latest sponsor-wide plan assets
$15M 50.381586371056855% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $15.3M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 110 $10M
2023 1 119 $13M
2024 1 110 $15M

Nearby 401(k) Plans in Tennessee

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

Legends Bank 401-K Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Legends Bank 401-K Plan, Total assets ($B): 0.012623942 · Participants: 119Legends Bank 401-K PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Legends Bank 401-K Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Legends Bank 401-K Plan side-by-side with 3 peers →

Legends Bank 401-K Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Bosselman Energy Employees Retirement Plan in NE ($13M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Legends Bank 401-K Plan assets move in 2023? ▼
Legends Bank 401-K Plan grew sharply - up 24.0% during 2023, from $10M to $13M. Reported net income was $2M.
How have Legends Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legends Bank's sponsor-wide assets grew 50.4%, from $10M to $15M.
Which 401(k) plans are similar in size to Legends Bank 401-K Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bosselman Energy Employees Retirement Plan in NE ($13M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Legends Bank 401-K Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants, N/A 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 621734402.

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.