ESOP · DOL Form 5500 · 2023
Legend Holding Company, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 143
- Participants
- 66th
- Percentile by assets
- $97,131
- Avg per participant
Official DOL plan name: Legend Holding Company, Inc. Employee Stock Ownership Plan · Sponsored by Legend Holding Company, Inc. · Michigan · Wholesale Trade
$14M in assets, 143 participants
Legend Holding Company, Inc.'s Legend Holding Company, Inc. Employee Stock Ownership Plan reported $14M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 127,072 plans)
- #3,740 in Wholesale Trade (6,309 peers)
Coverage in Michigan
Legend Holding Company, Inc. Employee Stock Ownership Plan covers 143 participants in Michigan, about 22% of the average Michigan filer (state average ~638 per filing). Assets: $14M.
- $14M
- total plan assets (2023 EOY)
- 143
- covered participants
- 66th
- percentile by assets (of 127,072 plans)
- $97,131
- avg assets per participant
The plan reported a net loss of $175M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Legend Holding Company, Inc. Employee Stock Ownership Plan reports 143 participants - about 22% of that state average ($14M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$175M |
| Net Income | -$175M |
| Employer EIN | 933621418 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legend Holding Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 143 | $14M |
| 2024 | 1 | 154 | $19M |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
Legend Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.3B · 1,635
- The Kendall Group Employee Stock Ownership Plan $808M · 1,907
- Project Worldwide, Inc. Employee Stock Ownership Plan $436M · 1,173
- Motor City Electric Co. Employee Stock Ownership Plan $258M · 207
- Lee Contracting, Inc. Employee Stock Ownership Plan $238M · 500
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Legend Holding Company, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Legend Holding Company, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Legend Holding Company, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Michigan. Compare plans
- Legend Holding Company, Inc.'s sponsor-wide assets have grown 34.6% since 2023 across 2 plan years on file. More Wholesale Trade plans