Defined Benefit (Pension) · DOL Form 5500 · 2023
Legal & General America, Inc Pension Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 802
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $79,235
- Avg per participant Below avg balance/head
Official DOL plan name: Legal & General America, Inc. Cash Balance Plan · Sponsored by Legal & General America, Inc · Maryland · Management of Enterprises
$64M in assets, 802 participants
Legal & General America, Inc's Legal & General America, Inc. Cash Balance Plan reported $64M in total assets and 802 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #807 in Management of Enterprises (1,137 peers)
Where Legal & General America, Inc. Cash Balance Plan sits by assets
Legal & General America, Inc. Cash Balance Plan sits in the top quartile of all filed plans by assets, $64M for 802 participants (~$79,235/participant), up 17.2% in 2023.
- #807
- in Management of Enterprises (1,137 peers)
- +17.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Legal & General America, Inc. Cash Balance Plan's outsized position by total assets
Legal & General America, Inc. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$63,546,139 Top 12% higher than 88% 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
Legal & General America, Inc. Cash Balance 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. Legal & General America, Inc. Cash Balance Plan sits mid-pack in the medium band (802 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legal & General America, Inc. Cash Balance Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Legal & General America, Inc. Cash Balance Plan end-of-year assets rose from $54M in the plan year 2022 filing to $64M in the plan year 2023 filing.
- Legal & General America, Inc. Cash Balance Plan reported participants rose from 757 in the plan year 2022 filing to 802 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 521236150 · Legal & General America, Inc PY 2023 · Defined Benefit (Pension)
Legal & General America, Inc. Cash Balance Plan · $64M · 802 · 88th
- SCH $64M
- SCH 802
- SCH 88th
- SCH Defined Benefit (Pension)
- SCH near Local 1034 Pension Fund
- SCH ind #807
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. Cash Balance Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $9M |
| Employer EIN | 521236150 |
| Plan Effective Date | 1952-12-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,727 | $195M |
| 2023 | 2 | 1,826 | $241M |
| 2024 | 2 | 2,087 | $293M |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $18.9B · 323,315
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.4B · 19,673
- Major League Baseball Players Pension Plan $4.6B · 1,087
- National Automatic Sprinkler Industry Pension Fund $4.5B · 15,047
- International Painters and Allied Trades Industry Pension Plan $4.2B · 44,973
Legal & General America, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Local 1034 Pension Fund in NY ($64M); by covered participants it is Sheet Metal Workers' Local Union No. 9 Pension Pla in CO (800 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- Local 1034 Pension Fund (NY) $64M · 116
- Nidec Minster Corporation Consolidated Pension Trust (OH) $64M · 79
- Its, Inc. Pension Plan (IA) $64M · 227
- Altec Industries, Inc. Associates' Pension Plan (AL) $64M · 687
Similar participant headcount
Nearest other-state filings by covered participants (802 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.