401(k) · DOL Form 5500 · 2023

Legacy Advancement 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 272
Participants Below avg headcount: 45th
Percentile by assets National rank: $18,838
Avg per participant Low balance/head

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Official DOL plan name: Legacy Early College 401(k) Plan · Sponsored by Legacy Advancement · South Carolina · Educational Services

$5M in assets, 272 participants

Legacy Advancement's Legacy Early College 401(k) Plan reported $5M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

#1,118 in Educational Services (3,735 peers)

Legacy Advancement multi-year trail

Legacy Advancement's plans moved +137.5% in assets from 2022 to 2024; this filing shows Legacy Early College 401(k) Plan at $5M / 272 participants.

#1,118
in Educational Services (3,735 peers): +70.3%
assets growth YoY

Legacy Early College 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Legacy Early College 401(k) Plan vs every filed plan by assets

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

$5,123,888 45th percentile higher than 45% 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 Early College 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 Early College 401(k) Plan sits mid-pack in the medium band (272 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Legacy Early College 401(k) Plan reported net income rose from $741K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Legacy Early College 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 465664419 · Legacy Advancement PY 2023 · 401(k)

Legacy Early College 401(k) Plan · $5M · 272 · 45th

PART $5M
PART 272
PART 45th
PART 401(k)
PART near Long Reimer Winegar LLP 401(k) Plan
PART ind #1118

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 Educational Services retirement plans → · Plans in South Carolina →

End-of-year total assets ($M) among Legacy Early College 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Legacy Advancement multi-year asset trail

Latest sponsor-wide plan assets: $7M 137.52537405014547% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	271	$3M
2023	1	272	$5M
2024	1	327	$7M

Legacy Advancement filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$2M
Employer EIN	465664419
Plan Effective Date	2020-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Legacy Early College 401(k) 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

Compare Legacy Early College 401(k) Plan side-by-side with 3 peers →

Legacy Early College 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Long Reimer Winegar LLP 401(k) Plan in WY ($5M); by covered participants it is Feesers, Inc. Profit Sharing Plan in PA (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Long Reimer Winegar LLP 401(k) Plan (WY) $5M · 41
Rudy's Market, Inc. 401(k) Retirement Plan (OR) $5M · 82
Everactive, Inc. 401(k) Profit Sharing Plan (CA) $5M · 78
Clk Multi Family Management Employee Savings Plan (TN) $5M · 296

Similar participant headcount

Nearest other-state filings by covered participants (272 participants); asset peers above are excluded.

Feesers, Inc. Profit Sharing Plan (PA) 272 · 0 off
Magnificus Corporation 401(k) Plan (MD) 272 · 0 off
Keystone Pacific 401(k) Plan (CA) 272 · 0 off
Mouser Cabinetry LLC (KY) 272 · 0 off

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 Legacy Early College 401(k) Plan assets move in 2023? ▼

Legacy Early College 401(k) Plan surged - up 70.3% during 2023, from $3M to $5M. Reported net income was $2M.

How have Legacy Advancement plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Legacy Advancement's sponsor-wide assets grew 137.5%, from $3M to $7M.

Which 401(k) plans are similar in size to Legacy Early College 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Long Reimer Winegar LLP 401(k) Plan in WY ($5M, 41 participants).

Which 401(k) plans cover a similar participant headcount to Legacy Early College 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Feesers, Inc. Profit Sharing Plan in PA (272 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 465664419.