401(k) · DOL Form 5500 · 2022
Coldwell Banker Legacy 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $28,177
- Avg per participant Low balance/head
Official DOL plan name: Coldwell Banker Legacy 401(k) Profit Sharing Plan · Sponsored by Coldwell Banker Legacy · New Mexico · Real Estate
$2M in assets, 74 participants
Coldwell Banker Legacy's Coldwell Banker Legacy 401(k) Profit Sharing Plan reported $2M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #2,680 in Real Estate (5,057 peers)
2022 asset change
Coldwell Banker Legacy 401(k) Profit Sharing Plan declined sharply 27.0% in 2022 ($3M → $2M) for 74 participants.
- #2,680
- in Real Estate (5,057 peers)
- -27.0%
- assets change YoY
The plan reported a net loss of $770K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coldwell Banker Legacy 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Coldwell Banker Legacy 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,085,097 34th percentile higher than 34% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Coldwell Banker Legacy 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coldwell Banker Legacy 401(k) Profit Sharing Plan is a small filing (74 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 850448789 · Coldwell Banker Legacy PY 2022 · 401(k)
Coldwell Banker Legacy 401(k) Profit Sharing Plan · $2M · 74 · 34th
- VS-ST $2M
- VS-ST 74
- VS-ST 34th
- VS-ST 401(k)
- VS-ST near Echols Metal LLC 401(k) Profit Sharing Plan
- VS-ST ind #2680
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 Real Estate retirement plans → · Plans in New Mexico →
Coldwell Banker Legacy 401(k) Profit Sharing Plan in the asset neighbourhood
Coldwell Banker Legacy years around the 2022 move
Sponsor-wide plan assets over time
All Coldwell Banker Legacy plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 5.077173867690568% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $2M |
| 2023 | 1 | 66 | $2M |
| 2024 | 1 | 76 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$770K |
| Employer EIN | 850448789 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $5.0B · 14,007
- Triad 401(k) Retirement Plan $1.5B · 8,535
- Triad 401(k) Savings Plan $750M · 2,476
- Pnm Resources, Inc. Retirement Savings Plan $707M · 1,638
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $445M · 1,553
Coldwell Banker Legacy 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Echols Metal LLC 401(k) Profit Sharing Plan in AL ($2M); by covered participants it is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.