401(k) · DOL Form 5500 · 2023

Legacy Professionals LLP 401(k) Plan

Data updated 2026-08-11

$44M
Total assets
164
Participants
84th
Percentile by assets
$268,662
Avg per participant
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Official DOL plan name: Legacy Professionals LLP 401(k) Plan · Sponsored by Legacy Professionals LLP · Illinois · Professional & Technical Services

$44M in assets, 164 participants

Legacy Professionals LLP's Legacy Professionals LLP 401(k) Plan reported $44M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 127,072 plans)
  • #17,310 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Legacy Professionals LLP 401(k) Plan covers 164 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $44M.

$44M
total plan assets (2023 EOY)
164
covered participants
84th
percentile by assets (of 127,072 plans)
$268,662
avg assets per participant

Where Legacy Professionals LLP 401(k) Plan sits by total assets

Legacy Professionals LLP 401(k) Plan vs every filed plan by assets

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

$44,060,513 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy Professionals LLP 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Legacy Professionals LLP 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Legacy Professionals LLP 401(k) Plan reported participants rose from 133 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Legacy Professionals LLP 401(k) Plan reports 164 participants - about 21% of that state average ($44M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$44M
Net Income$13M
Employer EIN320043599
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Professionals LLP)

$20M$30M$40M$50M$60M 202220232024 $31.1M $52.9M ▲ +70.4%
Total plan assets by year, all Legacy Professionals LLP plans on file
Year Plans Participants Total Assets
2022 1 133 $31M
2023 1 164 $44M
2024 1 164 $53M

Nearby 401(k) Plans in Illinois

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

Legacy Professionals LLP 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Legacy Professionals…, Total assets ($B): 0.044060513 · Participants: 164Legacy Professionals…Accenture United Sta…, Total assets ($B): 17.594548115 · Participants: 69974Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Sa…Abbott Laboratories …, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement…
Legacy Professionals LLP 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Legacy Professionals LLP 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Legacy Professionals LLP 401(k) Plan assets move in 2023?
Legacy Professionals LLP 401(k) Plan surged - up 41.9% during 2023, from $31M to $44M. Reported net income was $13M.
How have Legacy Professionals LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Legacy Professionals LLP's sponsor-wide assets grew 70.4%, from $31M to $53M.
Where does Legacy Professionals LLP 401(k) Plan rank by assets among Form 5500 filers?
Legacy Professionals LLP 401(k) Plan ranks in the 84th 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 Legacy Professionals LLP 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Rudin Management Co., Inc. 401(k) Plan in NY ($44M, 174 participants).

Filing takeaways

Ways to act on Legacy Professionals LLP 401(k) Plan's numbers.