401(k) · DOL Form 5500 · 2023

J-Four Legacy Group, Inc. 401(k) Plan

Data updated 2026-08-25

$359K
Total assets Small plan by assets: 3
Participants Small participant base: 15th
Percentile by assets National rank: $119,590
Avg per participant Near avg balance/head

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Official DOL plan name: J-Four Legacy Group Retirement Plan · Sponsored by J-Four Legacy Group, Inc. · Tennessee · Other Services

$359K in assets, 3 participants

J-Four Legacy Group, Inc.'s J-Four Legacy Group Retirement Plan reported $359K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

#2,590 in Other Services (7,857 peers)

J-Four Legacy Group, Inc. multi-year trail

J-Four Legacy Group, Inc.'s plans moved -53.2% in assets from 2022 to 2024; this filing shows J-Four Legacy Group Retirement Plan at $359K / 3 participants.

#2,590
in Other Services (7,857 peers): -14.4%
assets change YoY

The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J-Four Legacy Group Retirement Plan among the smaller filed plans by assets

J-Four Legacy Group Retirement Plan vs every filed plan by assets

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

$358,769 15th percentile higher than 15% 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

J-Four Legacy Group 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. J-Four Legacy Group Retirement Plan is a micro filing (3 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%)

J-Four Legacy Group Retirement Plan reported net income fell from $8K in the plan year 2022 filing to -$61K in the plan year 2023 filing.
J-Four Legacy Group Retirement Plan reported participants fell from 9 in the plan year 2022 filing to 3 in the plan year 2023 filing.
J-Four Legacy Group Retirement Plan end-of-year assets fell from $419K in the plan year 2022 filing to $359K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 462204711 · J-Four Legacy Group, Inc. PY 2023 · 401(k)

J-Four Legacy Group Retirement Plan · $359K · 3 · 15th

RANK $359K
RANK 3
RANK 15th
RANK 401(k)
RANK near Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust
RANK ind #2590

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 Other Services retirement plans → · Plans in Tennessee →

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

J-Four Legacy Group, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $196K 53.23609584157094% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	9	$419K
2023	1	3	$359K
2024	1	3	$196K

J-Four Legacy Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$419K
Net Assets (End of Year)	$359K
Net Income	-$61K
Employer EIN	462204711
Plan Effective Date	2013-03-07
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

J-Four Legacy Group Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $23.9B · 127,010
Hca 401(k) Plan $21.5B · 291,649
Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
International Paper Company Salaried Savings Plan $4.6B · 12,153
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487

Compare J-Four Legacy Group Retirement Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust in DE ($359K); by covered participants it is Md4m, Inc. 401(k) Plan in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($359K here).

Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) $359K · 147
Pr Running Company Retirement Plan (DE) $359K · 1
Janus Hospitality Properties, Inc. 401(k) Plan (PA) $359K · 3
Titanic Canoe and Kayak Rental, Inc. 401(k) Plan (IL) $359K · 1

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off
P&j Holdings, Inc. 401(k) Profit Sharing Plan (MN) 3 · 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 J-Four Legacy Group Retirement Plan assets move in 2023? ▼

J-Four Legacy Group Retirement Plan pulled back noticeably - down 14.4% during 2023, from $419K to $359K. Reported net income was -$61K.

How have J-Four Legacy Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), J-Four Legacy Group, Inc.'s sponsor-wide assets declined 53.2%, from $419K to $196K.

Where does J-Four Legacy Group Retirement Plan rank by assets among Form 5500 filers? ▼

J-Four Legacy Group Retirement Plan ranks in the 15th 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 J-Four Legacy Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust in DE ($359K, 147 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Md4m, Inc. 401(k) Plan in CO (3 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 462204711.