401(k) · DOL Form 5500 · 2023
Legacy Partners II, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $54,464
- Avg per participant Low balance/head
Official DOL plan name: Legacy Partners II 401(k) Plan · Sponsored by Legacy Partners II, LLC · Michigan · Finance & Insurance
$1M in assets, 22 participants
Legacy Partners II, LLC's Legacy Partners II 401(k) Plan reported $1M in total assets and 22 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.
- #1,459 in Finance & Insurance (8,869 peers)
Legacy Partners II, LLC multi-year trail
Legacy Partners II, LLC's plans moved +32.7% in assets from 2023 to 2024; this filing shows Legacy Partners II 401(k) Plan at $1M / 22 participants.
- #1,459
- in Finance & Insurance (8,869 peers)
- +30.1%
- assets growth YoY
Legacy Partners II 401(k) Plan among the smaller filed plans by assets
Legacy Partners II 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,198,218 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 Partners II 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Partners II 401(k) Plan is a small filing (22 participants) on this national headcount ladder.
DOL schedule card
Filing strip 472941697 · Legacy Partners II, LLC PY 2023 · 401(k)
Legacy Partners II 401(k) Plan · $1M · 22 · 25th
- EOY $1M
- 5500 22
- ASSETS 25th
- PCT 401(k)
- EIN near Charlatte America 401(k) Plan
- RANK ind #1459
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 Michigan →
Legacy Partners II 401(k) Plan in the asset neighbourhood
Legacy Partners II, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Legacy Partners II, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 32.74804751722975% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 22 | $1M |
| 2024 | 1 | 22 | $2M |
Legacy Partners II, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $921K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $277K |
| Employer EIN | 472941697 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Legacy Partners II 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Charlatte America 401(k) Plan in VA ($1M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 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 (22 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.