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
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
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.
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 EIN | 320043599 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Professionals LLP)
| 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.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
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.
- Rudin Management Co., Inc. 401(k) Plan (NY) $44M · 174
- Corvid Holdings, Inc. 401(k) Employee Stock Ownership Plan (NC) $44M · 388
- Jfc America 401(k) Plan (CO) $44M · 4,934
- Simedhealth Retirement Plan (FL) $44M · 295
Frequently Asked Questions
How did Legacy Professionals LLP 401(k) Plan assets move in 2023? ▼
How have Legacy Professionals LLP plan assets changed over time? ▼
Where does Legacy Professionals LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Legacy Professionals LLP 401(k) Plan? ▼
Next read for Legacy Professionals LLP 401(k) Plan
Filing takeaways
Ways to act on Legacy Professionals LLP 401(k) Plan's numbers.
- By total assets, Legacy Professionals LLP 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Legacy Professionals LLP's sponsor-wide assets have grown 70.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans