401(k) · DOL Form 5500 · 2023
Legacy.Com, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 256
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $53,835
- Avg per participant Low balance/head
Official DOL plan name: Legacy.Com 401(k) Plan · Sponsored by Legacy.Com, Inc. · Illinois · Information & Media
$14M in assets, 256 participants
Legacy.Com, Inc.'s Legacy.Com 401(k) Plan reported $14M in total assets and 256 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #1,528 in Information & Media (2,818 peers)
Coverage in Illinois
Legacy.Com 401(k) Plan covers 256 participants in Illinois, about 33% of the average Illinois filer (state average ~779 per filing). Assets: $14M.
- #1,528
- in Information & Media (2,818 peers)
- +16.6%
- assets growth YoY
Legacy.Com 401(k) Plan's mid-pack asset rank among Information & Media and all filers
Legacy.Com 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,781,797 Top 35% higher than 65% 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.Com 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. Legacy.Com 401(k) Plan sits mid-pack in the medium band (256 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legacy.Com 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Legacy.Com 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Legacy.Com 401(k) Plan reported participants rose from 227 in the plan year 2022 filing to 256 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 364342896 · Legacy.Com, Inc. PY 2023 · 401(k)
Legacy.Com 401(k) Plan · $14M · 256 · 65th
- EBSA $14M
- PART 256
- TYPE 65th
- NET 401(k)
- BOOK near Family Services of Nw PA 401(k) Plan
- VS-ST ind #1528
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 Information & Media retirement plans → · Plans in Illinois →
Legacy.Com 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 364342896 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy.Com, Inc.)
Sponsor-wide plan assets over time
All Legacy.Com, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 40.80059936291033% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $12M |
| 2023 | 1 | 256 | $14M |
| 2024 | 1 | 200 | $17M |
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
Legacy.Com 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Family Services of Nw PA 401(k) Plan in PA ($14M); by covered participants it is Digital.Ai 401(k) Savings & Investment Plan in MA (256 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Family Services of Nw PA 401(k) Plan (PA) $14M · 133
- The Mill Rose Companies Employees Profit Sharing Plan (OH) $14M · 146
- Three Way 401(k) Plan (CA) $14M · 410
- Foundation Communities 401(k) Retirement Plan (TX) $14M · 303
Similar participant headcount
Nearest other-state filings by covered participants (256 participants); asset peers above are excluded.
- Digital.Ai 401(k) Savings & Investment Plan (MA) 256 · 0 off
- Barley Snyder Savings Plan (PA) 256 · 0 off
- Maxus Properties, LLC 401(k) Retirement Saving Plan (MO) 256 · 0 off
- Mental Health America of Dutchess County, Inc. P/S and Trust (NY) 256 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.