401(k) · DOL Form 5500 · 2023

Legacy Farmers Cooperative 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
129
Participants Small participant base
71st
Percentile by assets National rank
$142,782
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Legacy Farmers Cooperative Savings and Retirement Plan · Sponsored by Legacy Farmers Cooperative · Ohio · Retail Trade

$18M in assets, 129 participants

Legacy Farmers Cooperative's Legacy Farmers Cooperative Savings and Retirement Plan reported $18M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,861 in Retail Trade (8,414 peers)

Coverage in Ohio

Legacy Farmers Cooperative Savings and Retirement Plan covers 129 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#6,861
in Retail Trade (8,414 peers)
+13.1%
assets growth YoY

Legacy Farmers Cooperative Savings and Retirement Plan's outsized position by total assets

Legacy Farmers Cooperative Savings and Retirement Plan vs every filed plan by assets

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

$18,418,918 Top 29% higher than 71% 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 Farmers Cooperative Savings and Retirement 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. Legacy Farmers Cooperative Savings and Retirement Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy Farmers Cooperative Savings and Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Legacy Farmers Cooperative Savings and Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Legacy Farmers Cooperative Savings and Retirement Plan reported participants fell from 131 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341593358 · Legacy Farmers Cooperative PY 2023 · 401(k)

Legacy Farmers Cooperative Savings and Retirement Plan · $18M · 129 · 71st

  • PCT $18M
  • EIN 129
  • RANK 71st
  • PHOTO 401(k)
  • IND near Protech Solutions, Inc. 401(k) Profit Sharing Plan and Trust
  • EOY ind #6861

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 Retail Trade retirement plans → · Plans in Ohio →

Legacy Farmers Cooperative Savings and Retirement Plan in the asset neighbourhood

Legacy Farmers Cooperative Savings and Retirement PlanLegacy Farmers Cooperative S…$18MProtech Solutions, Inc. 401(k) Profit Sharing Plan and TrustProtech Solutions, Inc. 401(…$18MAnoplate Corporation Employees' Deferred Savings and Profit Sharing Plan and TrustAnoplate Corporation Employe…$18MUzun&case Profit Sharing TrustUzun&case Profit Sharing Tru…$18MMarsh Furniture Company 401(k) PlanMarsh Furniture Company 401(…$18M
End-of-year total assets ($M) among Legacy Farmers Cooperative Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN341593358
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Farmers Cooperative)

Sponsor-wide plan assets over time

All Legacy Farmers Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$19M 18.781042122544676% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.3M $19.4M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 131 $16M
2023 1 129 $18M
2024 1 132 $19M

Nearby 401(k) Plans in Ohio

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

Legacy Farmers Cooperative Savings and Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Legacy Farmers Cooperative Savings and Retirement Plan, Total assets ($B): 0.018418918 · Participants: 129Legacy Farmers Cooperative Savings and Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Legacy Farmers Cooperative Savings and Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Legacy Farmers Cooperative Savings and Retirement Plan side-by-side with 3 peers →

Legacy Farmers Cooperative Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Protech Solutions, Inc. 401(k) Profit Sharing Plan and Trust in AR ($18M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Farmers Cooperative Savings and Retirement Plan assets move in 2023? ▼
Legacy Farmers Cooperative Savings and Retirement Plan grew at a solid clip - up 13.1% during 2023, from $16M to $18M. Reported net income was $2M.
How have Legacy Farmers Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Farmers Cooperative's sponsor-wide assets grew 18.8%, from $16M to $19M.
Which 401(k) plans are similar in size to Legacy Farmers Cooperative Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Protech Solutions, Inc. 401(k) Profit Sharing Plan and Trust in AR ($18M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Farmers Cooperative Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 341593358.

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.