ESOP · DOL Form 5500 · 2023

Legend Holding Company, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
143
Participants Small participant base
66th
Percentile by assets National rank
$97,131
Avg per participant Below avg balance/head
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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.

  • #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.

#3,740
in Wholesale Trade (6,309 peers)
-$175M
reported net income

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.

Legend Holding Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Legend Holding Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,889,773 Top 34% higher than 66% 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

Legend Holding Company, Inc. Employee Stock Ownership 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. Legend Holding Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (143 participants).

Plan-year Form 5500 strip

Filing strip 933621418 · Legend Holding Company, Inc. PY 2023 · ESOP

Legend Holding Company, Inc. Employee Stock Ownership Plan · $14M · 143 · 66th

  • EBSA $14M
  • EBSA 143
  • EBSA 66th
  • EBSA ESOP
  • EBSA near Greenspan Adjusters International, Inc. Employee Stock Ownership Plan
  • EBSA ind #3740

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 What is an ESOP? → · Plans in Michigan →

Legend Holding Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Legend Holding Company, Inc. Employee Stock Ownership PlanLegend Holding Company, Inc.…$14MGreenspan Adjusters International, Inc. Employee Stock Ownership PlanGreenspan Adjusters Internat…$14MNational Electrostatics Corp. Employee Stock Ownership PlanNational Electrostatics Corp…$14MAbatix Corp. Employee Stock Ownership PlanAbatix Corp. Employee Stock …$14MJordan Machine Company, Inc. Employee Stock Ownership PlanJordan Machine Company, Inc.…$14M
End-of-year total assets ($M) among Legend Holding Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$175M
Net Income-$175M
Employer EIN933621418
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legend Holding Company, Inc.)

Sponsor-wide plan assets over time

All Legend Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 34.631429901698176% vs 2023
2024 filing year
$12M$14M$16M$18M$20M 20232024 $13.9M $18.7M ▲ +34.6%
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 Scatter plot of 6 data points. 0500100015002000 -0.500.511.5 Total assets ($B) Participants Legend Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.013889773 · Participants: 143Legend Holding Company, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Legend Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Legend Holding Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Legend Holding Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Greenspan Adjusters International, Inc. Employee Stock Ownership Plan in CA ($14M); by covered participants it is Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan in CA (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 have Legend Holding Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Legend Holding Company, Inc.'s sponsor-wide assets grew 34.6%, from $14M to $19M.
Which ESOP plans are similar in size to Legend Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Greenspan Adjusters International, Inc. Employee Stock Ownership Plan in CA ($14M, 72 participants).
Which ESOP plans cover a similar participant headcount to Legend Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan in CA (143 participants, $10M 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 933621418.

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.