401(k) · DOL Form 5500 · 2023
Legare Investments, Inc 401(k) Plan
Data updated 2026-08-11
- $422K
- Total assets
- 4
- Participants
- 17th
- Percentile by assets
- $105,515
- Avg per participant
Official DOL plan name: Legare Investments, Inc 401(k) Profit Sharing Plan · Sponsored by Legare Investments, Inc · South Carolina · Construction
$422K in assets, 4 participants
Legare Investments, Inc's Legare Investments, Inc 401(k) Profit Sharing Plan reported $422K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- 17th percentile by assets (of 127,072 plans)
- #1,356 in Construction (9,030 peers)
Legare Investments, Inc multi-year trail
Legare Investments, Inc's plans moved -14.9% in assets from 2022 to 2024; this filing shows Legare Investments, Inc 401(k) Profit Sharing Plan at $422K / 4 participants.
- $422K
- total plan assets (2023 EOY)
- 4
- covered participants
- 17th
- percentile by assets (of 127,072 plans)
- $105,515
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legare Investments, Inc 401(k) Profit Sharing Plan reported net income fell from $59K in the plan year 2022 filing to $36K in the plan year 2023 filing.
- Legare Investments, Inc 401(k) Profit Sharing Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Legare Investments, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $386K in the plan year 2022 filing to $422K in the plan year 2023 filing.
Legare Investments, Inc across 3 plan years on file
Across the 3 plan years Legare Investments, Inc has on file (2022-2024), sponsor-wide plan assets have moved from $386K to $328K, a decline of 14.9%, while reported participants moved from 3 to 1 (-66.7%). Peak year by sponsor assets: 2023 ($422K); trough: 2024 ($328K).
Legare Investments, Inc multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $386K |
| 2023 | 1 | 4 | $422K |
| 2024 | 1 | 1 | $328K |
Legare Investments, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $386K |
|---|---|
| Net Assets (End of Year) | $422K |
| Net Income | $36K |
| Employer EIN | 821501057 |
| Plan Effective Date | 2017-05-24 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Legare Investments, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Legare Investments, Inc 401(k) Profit Sharing Plan by total assets, not by location.
- Gp Mobile, LLC Retirement Plan (TX) $422K · 440
- Hulsey Lube Retirement Plan (AR) $422K · 6
- L&p Pools, Inc. 401(k) Plan (FL) $422K · 8
- Merriman, Hurst & Associates 401(k) Plan (CA) $422K · 4
Frequently Asked Questions
How did Legare Investments, Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
How have Legare Investments, Inc plan assets changed over time? ▼
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Next read for Legare Investments, Inc 401(k) Profit Sh…
Multi-year trail
Ways to act on Legare Investments, Inc 401(k) Profit Sharing Plan's numbers.
- By total assets, Legare Investments, Inc 401(k) Profit Sharing Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in South Carolina. Compare plans
- Legare Investments, Inc's sponsor-wide assets have declined 14.9% since 2022 across 3 plan years on file. More Construction plans