401(k) · DOL Form 5500 · 2023

Legend Valve & Fitting, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
126
Participants Small participant base
66th
Percentile by assets National rank
$111,136
Avg per participant Below avg balance/head
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Official DOL plan name: Legend Valve 401(k)Plan · Sponsored by Legend Valve & Fitting, Inc. · Michigan · Wholesale Trade

$14M in assets, 126 participants

Legend Valve & Fitting, Inc.'s Legend Valve 401(k)Plan reported $14M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,752 in Wholesale Trade (6,309 peers)

Coverage in Michigan

Legend Valve 401(k)Plan covers 126 participants in Michigan, about 20% of the average Michigan filer (state average ~638 per filing). Assets: $14M.

#3,752
in Wholesale Trade (6,309 peers)
+23.2%
assets growth YoY

Legend Valve 401(k)Plan's mid-pack asset rank among Wholesale Trade and all filers

Legend Valve 401(k)Plan vs every filed plan by assets

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

$14,003,129 Top 34% higher than 66% 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 Valve 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 Valve 401(k)Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legend Valve 401(k)Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Legend Valve 401(k)Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Legend Valve 401(k)Plan reported participants rose from 109 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 382811840 · Legend Valve & Fitting, Inc. PY 2023 · 401(k)

Legend Valve 401(k)Plan · $14M · 126 · 66th

  • PART $14M
  • TYPE 126
  • NET 66th
  • BOOK 401(k)
  • VS-ST near Budweiser Distributing Company of Borger 401(k) Retirement Plan
  • BOY ind #3752

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 Wholesale Trade retirement plans → · Plans in Michigan →

Legend Valve 401(k)Plan in the asset neighbourhood

Legend Valve 401(k)Plan$14MBudweiser Distributing Company of Borger 401(k) Retirement PlanBudweiser Distributing Compa…$14MFloyd's Truck Center, Inc. 401(k) PlanFloyd's Truck Center, Inc. 4…$14MBonita Bay Club 401(k) Plan$14MSharon Young, Inc. 401(k) Profit Sharing PlanSharon Young, Inc. 401(k) Pr…$14M
End-of-year total assets ($M) among Legend Valve 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN382811840
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legend Valve & Fitting, Inc.)

Sponsor-wide plan assets over time

All Legend Valve & Fitting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.61622619947465% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $16.2M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 109 $11M
2023 1 126 $14M
2024 1 136 $16M

Nearby 401(k) Plans in Michigan

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

Legend Valve 401(k)Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Legend Valve 401(k)Plan, Total assets ($B): 0.014003129 · Participants: 126Legend Valve 401(k)PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Legend Valve 401(k)Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Legend Valve 401(k)Plan side-by-side with 3 peers →

Legend Valve 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Budweiser Distributing Company of Borger 401(k) Retirement Plan in TX ($14M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Valve 401(k)Plan assets move in 2023? ▼
Legend Valve 401(k)Plan grew sharply - up 23.2% during 2023, from $11M to $14M. Reported net income was $3M.
How have Legend Valve & Fitting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legend Valve & Fitting, Inc.'s sponsor-wide assets grew 42.6%, from $11M to $16M.
Which 401(k) plans are similar in size to Legend Valve 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Budweiser Distributing Company of Borger 401(k) Retirement Plan in TX ($14M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Legend Valve 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 382811840.

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.