401(k) · DOL Form 5500 · 2023

Legal & General America, Inc. 401(k) Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
1,024
Participants Near avg headcount
94th
Percentile by assets National rank
$173,221
Avg per participant Above avg balance/head
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Official DOL plan name: Legal & General America, Inc. Savings Plan · Sponsored by Legal & General America, Inc. · Maryland · Management of Enterprises

$177M in assets, 1,024 participants

Legal & General America, Inc.'s Legal & General America, Inc. Savings Plan reported $177M in total assets and 1,024 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #933 in Management of Enterprises (1,137 peers)

Where Legal & General America, Inc. Savings Plan sits by assets

Legal & General America, Inc. Savings Plan sits in the top 10% of all filed plans by assets, $177M for 1,024 participants (~$173,221/participant), up 26.1% in 2023.

#933
in Management of Enterprises (1,137 peers)
+26.1%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Legal & General America, Inc. Savings Plan's outsized position by total assets

Legal & General America, Inc. Savings Plan vs every filed plan by assets

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

$177,377,845 Top 6% higher than 94% 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

Legal & General America, Inc. Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legal & General America, Inc. Savings Plan lands in the large band (1,024 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legal & General America, Inc. Savings Plan reported net income rose from -$21M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Legal & General America, Inc. Savings Plan end-of-year assets rose from $141M in the plan year 2022 filing to $177M in the plan year 2023 filing.
  • Legal & General America, Inc. Savings Plan reported participants rose from 970 in the plan year 2022 filing to 1,024 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521236150 · Legal & General America, Inc. PY 2023 · 401(k)

Legal & General America, Inc. Savings Plan · $177M · 1,024 · 94th

  • RANK $177M
  • PHOTO 1,024
  • IND 94th
  • EOY 401(k)
  • 5500 near Rubinbrown LLP 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #933

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 Management of Enterprises retirement plans → · Plans in Maryland →

Legal & General America, Inc. Savings Plan in the asset neighbourhood

Duquesne Light Company 401(k) Retirement Savings Plan for IBEW Represented EmployeesDuquesne Light Company 401(k…$177MLegal & General America, Inc. Savings PlanLegal & General America, Inc…$177MRubinbrown LLP 401(k) Profit Sharing Plan and TrustRubinbrown LLP 401(k) Profit…$177MB&g Foods 401(k) Savings and Investment PlanB&g Foods 401(k) Savings and…$177MSouthland Industries Employees' 401(k) PlanSouthland Industries Employe…$177M
End-of-year total assets ($M) among Legal & General America, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$141M
Net Assets (End of Year)$177M
Net Income$37M
Employer EIN521236150
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legal & General America, Inc.)

Sponsor-wide plan assets over time

All Legal & General America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$293M 50.1778653487831% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $195M $293M ▲ +50.2%
Year Plans Participants Total Assets
2022 2 1,727 $195M
2023 2 1,826 $241M
2024 2 2,087 $293M

Nearby 401(k) Plans in Maryland

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

Legal & General America, Inc. Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Legal & General America, Inc. Savings Plan, Total assets ($B): 0.177377845 · Participants: 1024Legal & General America, Inc. Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Legal & General America, Inc. Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Legal & General America, Inc. Savings Plan side-by-side with 3 peers →

Legal & General America, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Rubinbrown LLP 401(k) Profit Sharing Plan and Trust in MO ($177M); by covered participants it is Kmg Prestige Incorporated Retirement 401(k) Plan in MI (1,024 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,024 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 Legal & General America, Inc. Savings Plan assets move in 2023? ▼
Legal & General America, Inc. Savings Plan grew sharply - up 26.1% during 2023, from $141M to $177M. Reported net income was $37M.
How have Legal & General America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legal & General America, Inc.'s sponsor-wide assets grew 50.2%, from $195M to $293M.
Where does Legal & General America, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Legal & General America, Inc. Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Legal & General America, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rubinbrown LLP 401(k) Profit Sharing Plan and Trust in MO ($177M, 882 participants).
Which 401(k) plans cover a similar participant headcount to Legal & General America, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kmg Prestige Incorporated Retirement 401(k) Plan in MI (1,024 participants, $16M 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 521236150.

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.