401(k) · DOL Form 5500 · 2023

Legacy Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$433K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$216,545
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Legacy Solutions, Inc. 401(k) Profit Sharing Plan · Sponsored by Legacy Solutions, Inc. · Utah · Construction

$433K in assets, 2 participants

Legacy Solutions, Inc.'s Legacy Solutions, Inc. 401(k) Profit Sharing Plan reported $433K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,372 in Construction (9,030 peers)

2023 asset change

Legacy Solutions, Inc. 401(k) Profit Sharing Plan grew sharply 15.4% in 2023 ($375K → $433K) for 2 participants.

#1,372
in Construction (9,030 peers)
+15.4%
assets growth YoY

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

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

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

$433,090 17th percentile higher than 17% 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 Solutions, 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 Solutions, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy Solutions, Inc. 401(k) Profit Sharing Plan reported net income fell from $82K in the plan year 2022 filing to $58K in the plan year 2023 filing.
  • Legacy Solutions, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $375K in the plan year 2022 filing to $433K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 383987305 · Legacy Solutions, Inc. PY 2023 · 401(k)

Legacy Solutions, Inc. 401(k) Profit Sharing Plan · $433K · 2 · 17th

  • SCH $433K
  • SCH 2
  • SCH 17th
  • SCH 401(k)
  • SCH near Dunne Chiropractic, Inc. 401(k) Plan
  • SCH ind #1372

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 Construction retirement plans → · Plans in Utah →

Legacy Solutions, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Legacy Solutions, Inc. 401(k) Profit Sharing PlanLegacy Solutions, Inc. 401(k…$433KDunne Chiropractic, Inc. 401(k) PlanDunne Chiropractic, Inc. 401…$433KEsolve Inc 401(k) Plan$433KNextgen Investment Corp 401(k) PlanNextgen Investment Corp 401(…$433KHaloz36 Corp. 401(k) Plan$433K
End-of-year total assets ($M) among Legacy Solutions, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Legacy Solutions, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Legacy Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$387K 3.0323534504575305% vs 2022
2024 filing year
$0.36M$0.38M$0.4M$0.42M$0.44M 202220232024 $0.38M $0.39M ▲ +2.6%
Year Plans Participants Total Assets
2022 1 2 $375K
2023 1 2 $433K
2024 1 2 $387K

2023 asset-move particulars

Total Assets (Beginning of Year)$375K
Net Assets (End of Year)$433K
Net Income$58K
Employer EIN383987305
Plan Effective Date2016-02-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Legacy Solutions, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Legacy Solutions, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00043309 · Participants: 2Legacy Solutions, Inc. 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Legacy Solutions, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Legacy Solutions, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Dunne Chiropractic, Inc. 401(k) Plan in IL ($433K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($433K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Solutions, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Legacy Solutions, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.4% during 2023, from $375K to $433K. Reported net income was $58K.
How have Legacy Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Solutions, Inc.'s sponsor-wide assets grew 3.0%, from $375K to $387K.
Where does Legacy Solutions, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Legacy Solutions, Inc. 401(k) Profit Sharing Plan ranks in the 17th 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 Legacy Solutions, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dunne Chiropractic, Inc. 401(k) Plan in IL ($433K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Solutions, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 383987305.

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.