401(k) · DOL Form 5500 · 2023

Legend Bank 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
178
Participants Small participant base
81st
Percentile by assets National rank
$192,278
Avg per participant Above avg balance/head
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Official DOL plan name: Legend Bank Employee Stock Ownership and 401(k) Plan · Sponsored by Legend Bank · Texas · Finance & Insurance

$34M in assets, 178 participants

Legend Bank's Legend Bank Employee Stock Ownership and 401(k) Plan reported $34M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,302 in Finance & Insurance (8,869 peers)

Coverage in Texas

Legend Bank Employee Stock Ownership and 401(k) Plan covers 178 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $34M.

#6,302
in Finance & Insurance (8,869 peers)
+14.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Legend Bank Employee Stock Ownership and 401(k) Plan's outsized position by total assets

Legend Bank Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$34,225,425 Top 19% higher than 81% 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

Legend Bank Employee Stock Ownership and 401(k) 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. Legend Bank Employee Stock Ownership and 401(k) Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legend Bank Employee Stock Ownership and 401(k) Plan reported net income rose from $96K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Legend Bank Employee Stock Ownership and 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Legend Bank Employee Stock Ownership and 401(k) Plan reported participants rose from 165 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 750150372 · Legend Bank PY 2023 · 401(k)

Legend Bank Employee Stock Ownership and 401(k) Plan · $34M · 178 · 81st

  • RANK $34M
  • RANK 178
  • RANK 81st
  • RANK 401(k)
  • RANK near Integrated Data Services Employees' 401(k) Plan
  • RANK ind #6302

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 Finance & Insurance retirement plans → · Plans in Texas →

Legend Bank Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Legend Bank Employee Stock Ownership and 401(k) PlanLegend Bank Employee Stock O…$34MThe Intertech Group, Inc. Retirement Savings PlanThe Intertech Group, Inc. Re…$34MIntegrated Data Services Employees' 401(k) PlanIntegrated Data Services Emp…$34MAsap 401(k) & Profit Sharing PlanAsap 401(k) & Profit Sharing…$34MNoramco, LLC Savings Plan$34M
End-of-year total assets ($M) among Legend Bank Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN750150372
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legend Bank)

Sponsor-wide plan assets over time

All Legend Bank plans reported in each filing year

Latest sponsor-wide plan assets
$37M 24.34097916130972% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30M $37.3M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 165 $30M
2023 1 178 $34M
2024 1 181 $37M

Nearby 401(k) Plans in Texas

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

Legend Bank Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Legend Bank Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.034225425 · Participants: 178Legend Bank Employee Stock Ownership and 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Legend Bank Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Legend Bank Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

Legend Bank Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Integrated Data Services Employees' 401(k) Plan in NV ($34M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Legend Bank Employee Stock Ownership and 401(k) Plan assets move in 2023? ▼
Legend Bank Employee Stock Ownership and 401(k) Plan grew at a solid clip - up 14.2% during 2023, from $30M to $34M. Reported net income was $4M.
How have Legend Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legend Bank's sponsor-wide assets grew 24.3%, from $30M to $37M.
Where does Legend Bank Employee Stock Ownership and 401(k) Plan rank by assets among Form 5500 filers? ▼
Legend Bank Employee Stock Ownership and 401(k) Plan ranks in the 81st 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 Legend Bank Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integrated Data Services Employees' 401(k) Plan in NV ($34M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Legend Bank Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 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 750150372.

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.