401(k) · DOL Form 5500 · 2023

Alegacy Group 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
167
Participants Small participant base
58th
Percentile by assets National rank
$58,080
Avg per participant Low balance/head
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Official DOL plan name: Alegacy Group Retirement Plan · Sponsored by Alegacy Group · Texas · Manufacturing

$10M in assets, 167 participants

Alegacy Group's Alegacy Group Retirement Plan reported $10M in total assets and 167 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.

  • #8,228 in Manufacturing (18,722 peers)

Coverage in Texas

Alegacy Group Retirement Plan covers 167 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#8,228
in Manufacturing (18,722 peers)
+31.5%
assets growth YoY

Alegacy Group Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Alegacy Group Retirement Plan vs every filed plan by assets

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

$9,699,400 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

Alegacy Group 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. Alegacy Group Retirement Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alegacy Group Retirement Plan reported net income rose from $70K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Alegacy Group Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Alegacy Group Retirement Plan reported participants rose from 146 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 463548736 · Alegacy Group PY 2023 · 401(k)

Alegacy Group Retirement Plan · $10M · 167 · 58th

  • NET $10M
  • BOOK 167
  • VS-ST 58th
  • BOY 401(k)
  • SCH near Summit Bank 401(k) Profit Sharing Plan
  • EBSA ind #8228

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 Manufacturing retirement plans → · Plans in Texas →

Alegacy Group Retirement Plan in the asset neighbourhood

Alegacy Group Retirement Plan$10MSummit Bank 401(k) Profit Sharing PlanSummit Bank 401(k) Profit Sh…$10MQuadrel, Inc. 401(k) Retirement Savings PlanQuadrel, Inc. 401(k) Retirem…$10MPedulla Excavating and Paving, Inc.401(k) Profit Sharing PlanPedulla Excavating and Pavin…$10MChemoil Energy Services LLC Retirement Savings PlanChemoil Energy Services LLC …$10M
End-of-year total assets ($M) among Alegacy Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN463548736
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alegacy Group)

Sponsor-wide plan assets over time

All Alegacy Group plans reported in each filing year

Latest sponsor-wide plan assets
$13M 72.65445369524389% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.38M $12.7M ▲ +72.5%
Year Plans Participants Total Assets
2022 1 146 $7M
2023 1 167 $10M
2024 1 202 $13M

Nearby 401(k) Plans in Texas

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

Alegacy Group Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Alegacy Group Retirement Plan, Total assets ($B): 0.0096994 · Participants: 167Alegacy Group Retirement 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
Alegacy Group Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Alegacy Group Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Summit Bank 401(k) Profit Sharing Plan in OR ($10M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Alegacy Group Retirement Plan assets move in 2023? ▼
Alegacy Group Retirement Plan surged - up 31.5% during 2023, from $7M to $10M. Reported net income was $2M.
How have Alegacy Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alegacy Group's sponsor-wide assets grew 72.7%, from $7M to $13M.
Which 401(k) plans are similar in size to Alegacy Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Bank 401(k) Profit Sharing Plan in OR ($10M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Alegacy Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 463548736.

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.