401(k) · DOL Form 5500 · 2023

Legacy Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
328
Participants Below avg headcount
77th
Percentile by assets National rank
$81,080
Avg per participant Below avg balance/head
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Official DOL plan name: Legacy Partners Retirement Plan · Sponsored by Legacy Partners, Inc. · California · Real Estate

$27M in assets, 328 participants

Legacy Partners, Inc.'s Legacy Partners Retirement Plan reported $27M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,246 in Real Estate (4,727 peers)

Where Legacy Partners Retirement Plan sits by assets

Legacy Partners Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 328 participants (~$81,080/participant), up 12.0% in 2023.

#4,246
in Real Estate (4,727 peers)
+12.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Legacy Partners Retirement Plan's outsized position by total assets

Legacy Partners Retirement Plan vs every filed plan by assets

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

$26,594,237 Top 23% higher than 77% 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 Partners 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 Partners Retirement Plan sits mid-pack in the medium band (328 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy Partners Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Legacy Partners Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Legacy Partners Retirement Plan reported participants fell from 341 in the plan year 2022 filing to 328 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 752605182 · Legacy Partners, Inc. PY 2023 · 401(k)

Legacy Partners Retirement Plan · $27M · 328 · 77th

  • TYPE $27M
  • TYPE 328
  • TYPE 77th
  • TYPE 401(k)
  • TYPE near Carrefour Associates LLC P/S 401(k) Plan
  • TYPE ind #4246

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 Real Estate retirement plans → · Plans in California →

Legacy Partners Retirement Plan in the asset neighbourhood

Carrefour Associates LLC P/S 401(k) PlanCarrefour Associates LLC P/S…$27MFeldman Automotive 401(k) Plan & TrustFeldman Automotive 401(k) Pl…$27MLegacy Partners Retirement PlanLegacy Partners Retirement P…$27MMitchell Companies 401(k) PlanMitchell Companies 401(k) Pl…$27MFirst National Corporation 401(k) PlanFirst National Corporation 4…$27M
End-of-year total assets ($M) among Legacy Partners Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN752605182
Plan Effective Date2014-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Partners, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$27M 11.987287109617624% vs 2022
2023 filing year
$23M$24M$25M$26M$27M 20222023 $23.8M $26.6M ▲ +12.0%
Year Plans Participants Total Assets
2022 1 341 $24M
2023 1 328 $27M

Nearby 401(k) Plans in California

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

Legacy Partners Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Legacy Partners Retirement Plan, Total assets ($B): 0.026594237 · Participants: 328Legacy Partners Retirement 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 Partners Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Legacy Partners Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Carrefour Associates LLC P/S 401(k) Plan in OK ($27M); by covered participants it is Bobcat North America, LLC in FL (328 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (328 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 Partners Retirement Plan assets move in 2023? ▼
Legacy Partners Retirement Plan grew at a solid clip - up 12.0% during 2023, from $24M to $27M. Reported net income was $3M.
How have Legacy Partners, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Legacy Partners, Inc.'s sponsor-wide assets grew 12.0%, from $24M to $27M.
Where does Legacy Partners Retirement Plan rank by assets among Form 5500 filers? ▼
Legacy Partners Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Legacy Partners Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carrefour Associates LLC P/S 401(k) Plan in OK ($27M, 1,102 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Partners Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (328 participants, $558K 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 752605182.

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.