401(k) · DOL Form 5500 · 2023

The Legacy Alliance, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
35
Participants Small participant base
61st
Percentile by assets National rank
$323,003
Avg per participant High balance/head
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Official DOL plan name: Legacy Alliance, Inc. 401(k) Plan · Sponsored by The Legacy Alliance, Inc. · California · Finance & Insurance

$11M in assets, 35 participants

The Legacy Alliance, Inc.'s Legacy Alliance, Inc. 401(k) Plan reported $11M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,074 in Finance & Insurance (8,869 peers)

The Legacy Alliance, Inc. multi-year trail

The Legacy Alliance, Inc.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows Legacy Alliance, Inc. 401(k) Plan at $11M / 35 participants.

#4,074
in Finance & Insurance (8,869 peers)
+16.0%
assets growth YoY

Legacy Alliance, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Legacy Alliance, Inc. 401(k) Plan vs every filed plan by assets

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

$11,305,118 Top 39% higher than 61% 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

Legacy Alliance, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Alliance, Inc. 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy Alliance, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Legacy Alliance, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Legacy Alliance, Inc. 401(k) Plan reported participants fell from 36 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271451623 · The Legacy Alliance, Inc. PY 2023 · 401(k)

Legacy Alliance, Inc. 401(k) Plan · $11M · 35 · 61st

  • EIN $11M
  • EIN 35
  • EIN 61st
  • EIN 401(k)
  • EIN near Koniver Stern Group, Inc. 401(k) Plan and Trust
  • EIN ind #4074

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 California →

Legacy Alliance, Inc. 401(k) Plan in the asset neighbourhood

Legacy Alliance, Inc. 401(k) PlanLegacy Alliance, Inc. 401(k)…$11MKoniver Stern Group, Inc. 401(k) Plan and TrustKoniver Stern Group, Inc. 40…$11MGregory Pharmaceutical Holdings 401(k) PlanGregory Pharmaceutical Holdi…$11MSouthland Concrete Corporation 401(k) PlanSouthland Concrete Corporati…$11MSkilled Care Pharmacy, Inc. 401(k) PlanSkilled Care Pharmacy, Inc. …$11M
End-of-year total assets ($M) among Legacy Alliance, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Legacy Alliance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Legacy Alliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 21.967617782532148% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.74M $11.9M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 36 $10M
2023 1 35 $11M
2024 1 37 $12M

The Legacy Alliance, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN271451623
Plan Effective Date2009-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Legacy Alliance, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Legacy Alliance, Inc. 401(k) Plan, Total assets ($B): 0.011305118 · Participants: 35Legacy Alliance, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Legacy Alliance, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Legacy Alliance, Inc. 401(k) Plan side-by-side with 3 peers →

Legacy Alliance, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Koniver Stern Group, Inc. 401(k) Plan and Trust in FL ($11M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Legacy Alliance, Inc. 401(k) Plan assets move in 2023? ▼
Legacy Alliance, Inc. 401(k) Plan grew sharply - up 16.0% during 2023, from $10M to $11M. Reported net income was $2M.
How have The Legacy Alliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Legacy Alliance, Inc.'s sponsor-wide assets grew 22.0%, from $10M to $12M.
Which 401(k) plans are similar in size to Legacy Alliance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Koniver Stern Group, Inc. 401(k) Plan and Trust in FL ($11M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Alliance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $12M 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 271451623.

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.