Profit Sharing · DOL Form 5500 · 2023
Legacy Endeavors, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $408,663
- Avg per participant High balance/head
Official DOL plan name: Legacy Endeavors, Inc. Retirement Plan · Sponsored by Legacy Endeavors, Inc. · Texas · Real Estate
$1M in assets, 3 participants
Legacy Endeavors, Inc.'s Legacy Endeavors, Inc. Retirement Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #2,042 in Real Estate (4,727 peers)
Legacy Endeavors, Inc. multi-year trail
Legacy Endeavors, Inc.'s plans moved -22.7% in assets from 2022 to 2024; this filing shows Legacy Endeavors, Inc. Retirement Plan at $1M / 3 participants.
- #2,042
- in Real Estate (4,727 peers)
- -38.7%
- assets change YoY
The plan reported a net loss of $774K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legacy Endeavors, Inc. Retirement Plan among the smaller filed plans by assets
Legacy Endeavors, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,225,990 25th percentile higher than 25% 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
Legacy Endeavors, Inc. 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. Legacy Endeavors, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legacy Endeavors, Inc. Retirement Plan reported net income fell from $307K in the plan year 2022 filing to -$774K in the plan year 2023 filing.
- Legacy Endeavors, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 462342844 · Legacy Endeavors, Inc. PY 2023 · Profit Sharing
Legacy Endeavors, Inc. Retirement Plan · $1M · 3 · 25th
- 5500 $1M
- 5500 3
- 5500 25th
- 5500 Profit Sharing
- 5500 near Stuart Graham Company Employee Profit Sharing Plan
- 5500 ind #2042
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 Texas →
Legacy Endeavors, Inc. Retirement Plan in the asset neighbourhood
Legacy Endeavors, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Legacy Endeavors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 22.70748884893183% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $2M |
Legacy Endeavors, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$774K |
| Employer EIN | 462342844 |
| Plan Effective Date | 2013-03-21 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Legacy Endeavors, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Stuart Graham Company Employee Profit Sharing Plan in OK ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.