401(k) · DOL Form 5500 · 2023

Legare Investments, Inc 401(k) Plan

Data updated 2026-08-25

$422K
Total assets Small plan by assets
4
Participants Small participant base
17th
Percentile by assets National rank
$105,515
Avg per participant Below avg balance/head
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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.

  • #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.

#1,356
in Construction (9,030 peers)
+9.4%
assets growth YoY

Legare Investments, Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Legare Investments, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$422,061 17th percentile higher than 17% 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

Legare Investments, Inc 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legare Investments, Inc 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 821501057 · Legare Investments, Inc PY 2023 · 401(k)

Legare Investments, Inc 401(k) Profit Sharing Plan · $422K · 4 · 17th

  • SCH $422K
  • SCH 4
  • SCH 17th
  • SCH 401(k)
  • SCH near Gp Mobile, LLC Retirement Plan
  • SCH ind #1356

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 Construction retirement plans → · Plans in South Carolina →

Legare Investments, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Legare Investments, Inc 401(k) Profit Sharing PlanLegare Investments, Inc 401(…$422KGp Mobile, LLC Retirement PlanGp Mobile, LLC Retirement Pl…$422KHulsey Lube Retirement Plan$422KL&p Pools, Inc. 401(k) Plan$422KMerriman, Hurst & Associates 401(k) PlanMerriman, Hurst & Associates…$422K
End-of-year total assets ($M) among Legare Investments, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Legare Investments, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Legare Investments, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$328K 14.921979121830805% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.39M $0.33M ▼ -15.4%
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 EIN821501057
Plan Effective Date2017-05-24
Filing StatusFILING 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 Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Legare Investments, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.000422061 · Participants: 4Legare Investments, Inc 401(k) Profit Sharing PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Legare Investments, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Legare Investments, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Legare Investments, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Gp Mobile, LLC Retirement Plan in TX ($422K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($422K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Legare Investments, Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Legare Investments, Inc 401(k) Profit Sharing Plan grew at a solid clip - up 9.4% during 2023, from $386K to $422K. Reported net income was $36K.
How have Legare Investments, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legare Investments, Inc's sponsor-wide assets declined 14.9%, from $386K to $328K.
Where does Legare Investments, Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Legare Investments, Inc 401(k) Profit Sharing Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Legare Investments, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gp Mobile, LLC Retirement Plan in TX ($422K, 440 participants).
Which 401(k) plans cover a similar participant headcount to Legare Investments, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 821501057.

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.