401(k) · DOL Form 5500 · 2023

Legacy Equipment, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
121
Participants Small participant base
58th
Percentile by assets National rank
$80,560
Avg per participant Below avg balance/head
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Official DOL plan name: Legacy Equipment, LLC 401(k) and Profit Sharing Plan · Sponsored by Legacy Equipment, LLC · Arkansas · Wholesale Trade

$10M in assets, 121 participants

Legacy Equipment, LLC's Legacy Equipment, LLC 401(k) and Profit Sharing Plan reported $10M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,144 in Wholesale Trade (6,309 peers)

Coverage in Arkansas

Legacy Equipment, LLC 401(k) and Profit Sharing Plan covers 121 participants in Arkansas, about 4% of the average Arkansas filer (state average ~2,784 per filing). Assets: $10M.

#3,144
in Wholesale Trade (6,309 peers)
+25.9%
assets growth YoY

Legacy Equipment, LLC 401(k) and Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Legacy Equipment, LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$9,747,741 Top 42% higher than 58% 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 Equipment, LLC 401(k) and Profit Sharing 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 Equipment, LLC 401(k) and Profit Sharing Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy Equipment, LLC 401(k) and Profit Sharing Plan reported net income rose from -$965K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Legacy Equipment, LLC 401(k) and Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Legacy Equipment, LLC 401(k) and Profit Sharing Plan reported participants fell from 123 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 272242123 · Legacy Equipment, LLC PY 2023 · 401(k)

Legacy Equipment, LLC 401(k) and Profit Sharing Plan · $10M · 121 · 58th

  • 5500 $10M
  • ASSETS 121
  • PCT 58th
  • EIN 401(k)
  • RANK near Comfort Flow Heating, Co. 401(k) Profit Sharing Plan
  • PHOTO ind #3144

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 Wholesale Trade retirement plans → · Plans in Arkansas →

Legacy Equipment, LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Legacy Equipment, LLC 401(k) and Profit Sharing PlanLegacy Equipment, LLC 401(k)…$10MComfort Flow Heating, Co. 401(k) Profit Sharing PlanComfort Flow Heating, Co. 40…$10MFamily Medical Center Retirement and 401(k) PlanFamily Medical Center Retire…$10MCybereason 401(k) Retirement PlanCybereason 401(k) Retirement…$10MChastain-Skillman, Inc. 401(k) Profit Sharing Plan and TrustChastain-Skillman, Inc. 401(…$10M
End-of-year total assets ($M) among Legacy Equipment, LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arkansas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN272242123
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Equipment, LLC)

Sponsor-wide plan assets over time

All Legacy Equipment, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 51.13860672806376% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.74M $11.7M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 123 $8M
2023 1 121 $10M
2024 1 137 $12M

Nearby 401(k) Plans in Arkansas

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

Legacy Equipment, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Legacy Equipment, LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.009747741 · Participants: 121Legacy Equipment, LLC 401(k) and Profit Sharing PlanWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
Legacy Equipment, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Legacy Equipment, LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

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

Outside Arkansas, the nearest 401(k) by assets is Comfort Flow Heating, Co. 401(k) Profit Sharing Plan in OR ($10M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Equipment, LLC 401(k) and Profit Sharing Plan assets move in 2023? ▼
Legacy Equipment, LLC 401(k) and Profit Sharing Plan grew sharply - up 25.9% during 2023, from $8M to $10M. Reported net income was $2M.
How have Legacy Equipment, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Equipment, LLC's sponsor-wide assets grew 51.1%, from $8M to $12M.
Which 401(k) plans are similar in size to Legacy Equipment, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Comfort Flow Heating, Co. 401(k) Profit Sharing Plan in OR ($10M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Equipment, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 272242123.

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.