401(k) · DOL Form 5500 · 2023

Legacy Marketing Partners, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
79
Participants Small participant base
62nd
Percentile by assets National rank
$151,143
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Legacy Marketing Partners, LLC 401(k) Plan · Sponsored by Legacy Marketing Partners, LLC · Illinois · Professional & Technical Services

$12M in assets, 79 participants

Legacy Marketing Partners, LLC's Legacy Marketing Partners, LLC 401(k) Plan reported $12M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,502 in Professional & Technical Services (20,321 peers)

Legacy Marketing Partners, LLC multi-year trail

Legacy Marketing Partners, LLC's plans moved +14.9% in assets from 2022 to 2024; this filing shows Legacy Marketing Partners, LLC 401(k) Plan at $12M / 79 participants.

#12,502
in Professional & Technical Services (20,321 peers)
+14.5%
assets growth YoY

Legacy Marketing Partners, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Legacy Marketing Partners, LLC 401(k) Plan vs every filed plan by assets

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

$11,940,267 Top 38% higher than 62% 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

Legacy Marketing Partners, LLC 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 Marketing Partners, LLC 401(k) Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy Marketing Partners, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Legacy Marketing Partners, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Legacy Marketing Partners, LLC 401(k) Plan reported participants fell from 91 in the plan year 2022 filing to 79 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 542132117 · Legacy Marketing Partners, LLC PY 2023 · 401(k)

Legacy Marketing Partners, LLC 401(k) Plan · $12M · 79 · 62nd

  • PCT $12M
  • PCT 79
  • PCT 62nd
  • PCT 401(k)
  • PCT near Emt International, Inc. 401(k) Investment Plan
  • PCT ind #12502

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Legacy Marketing Partners, LLC 401(k) Plan in the asset neighbourhood

Legacy Marketing Partners, LLC 401(k) PlanLegacy Marketing Partners, L…$12MEmt International, Inc. 401(k) Investment PlanEmt International, Inc. 401(…$12MZetlin & De Chiara LLP 401(k) Savings PlanZetlin & De Chiara LLP 401(k…$12MWilco Peanut Company Employees Profit Sharing Plan & TrustWilco Peanut Company Employe…$12MMidland Garage Door Manufacturing Company 401(k) PlanMidland Garage Door Manufact…$12M
End-of-year total assets ($M) among Legacy Marketing Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Legacy Marketing Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Legacy Marketing Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 14.877822536042801% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M$12.5M 202220232024 $10.4M $12M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 91 $10M
2023 1 79 $12M
2024 1 68 $12M

Legacy Marketing Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN542132117
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Legacy Marketing Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Legacy Marketing Partners, LLC 401(k) Plan, Total assets ($B): 0.011940267 · Participants: 79Legacy Marketing Partners, LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Legacy Marketing Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Legacy Marketing Partners, LLC 401(k) Plan side-by-side with 3 peers →

Legacy Marketing Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Emt International, Inc. 401(k) Investment Plan in WI ($12M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Legacy Marketing Partners, LLC 401(k) Plan assets move in 2023? ▼
Legacy Marketing Partners, LLC 401(k) Plan grew at a solid clip - up 14.5% during 2023, from $10M to $12M. Reported net income was $2M.
How have Legacy Marketing Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Marketing Partners, LLC's sponsor-wide assets grew 14.9%, from $10M to $12M.
Which 401(k) plans are similar in size to Legacy Marketing Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emt International, Inc. 401(k) Investment Plan in WI ($12M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Marketing Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants, $9M 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 542132117.

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.