Profit Sharing · DOL Form 5500 · 2023

Mason Legacy Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$75K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$75,104
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mason Legacy Management, Inc. Retirement Plan · Sponsored by Mason Legacy Management, Inc. · Tennessee · Retail Trade

$75K in assets, 1 participants

Mason Legacy Management, Inc.'s Mason Legacy Management, Inc. Retirement Plan reported $75K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #661 in Retail Trade (8,414 peers)

Mason Legacy Management, Inc. multi-year trail

Mason Legacy Management, Inc.'s plans moved +33.3% in assets from 2023 to 2024; this filing shows Mason Legacy Management, Inc. Retirement Plan at $75K / 1 participant.

#661
in Retail Trade (8,414 peers)
$75K
reported net income

Mason Legacy Management, Inc. Retirement Plan among the smaller filed plans by assets

Mason Legacy Management, Inc. Retirement Plan vs every filed plan by assets

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

$75,104 5th percentile higher than 5% 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

Mason Legacy Management, 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. Mason Legacy Management, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 934007393 · Mason Legacy Management, Inc. PY 2023 · Profit Sharing

Mason Legacy Management, Inc. Retirement Plan · $75K · 1 · 5th

  • EIN $75K
  • RANK 1
  • PHOTO 5th
  • IND Profit Sharing
  • EOY near Blue Jonesie, Corp. Retirement Plan
  • 5500 ind #661

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 Tennessee →

Mason Legacy Management, Inc. Retirement Plan in the asset neighbourhood

Mason Legacy Management, Inc. Retirement PlanMason Legacy Management, Inc…$75KBlue Jonesie, Corp. Retirement PlanBlue Jonesie, Corp. Retireme…$75KBwc Home Services Inc. Retirement PlanBwc Home Services Inc. Retir…$75KGw Johnson Business Advisors, Inc. Retirement PlanGw Johnson Business Advisors…$75KPeaceful Dwelling Development Corp.Retirement PlanPeaceful Dwelling Developmen…$75K
End-of-year total assets ($M) among Mason Legacy Management, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mason Legacy Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mason Legacy Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$100K 33.29383255219429% vs 2023
2024 filing year
$0.07M$0.08M$0.09M$0.1M$0.11M 20232024 $0.08M $0.1M ▲ +25.0%
Year Plans Participants Total Assets
2023 1 1 $75K
2024 1 1 $100K

Mason Legacy Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$75K
Net Income$75K
Employer EIN934007393
Plan Effective Date2023-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mason Legacy Management, Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Mason Legacy Management, Inc. Retirement Plan, Total assets ($M): 0.075104 · Participants: 1Mason Legacy Management, Inc. Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Mason Legacy Management, Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Mason Legacy Management, Inc. Retirement Plan side-by-side with 3 peers →

Mason Legacy Management, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Blue Jonesie, Corp. Retirement Plan in TX ($75K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 have Mason Legacy Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mason Legacy Management, Inc.'s sponsor-wide assets grew 33.3%, from $75K to $100K.
Where does Mason Legacy Management, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Mason Legacy Management, Inc. Retirement Plan ranks in the 5th 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 Profit Sharing plans are similar in size to Mason Legacy Management, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Blue Jonesie, Corp. Retirement Plan in TX ($75K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Mason Legacy Management, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 934007393.

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.