401(k) · DOL Form 5500 · 2023

Legacy Traditional Schools 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,736
Participants Near avg headcount
78th
Percentile by assets National rank
$15,872
Avg per participant Low balance/head
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Official DOL plan name: Legacy Traditional Schools 401(k) Plan · Sponsored by Legacy Traditional Schools · Arizona · Educational Services

$28M in assets, 1,736 participants

Legacy Traditional Schools's Legacy Traditional Schools 401(k) Plan reported $28M in total assets and 1,736 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,336 in Educational Services (3,735 peers)

Coverage in Arizona

Legacy Traditional Schools 401(k) Plan covers 1,736 participants in Arizona, 3.1x the typical Arizona plan (state average ~564 per filing). Assets: $28M.

#2,336
in Educational Services (3,735 peers)
+28.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Legacy Traditional Schools 401(k) Plan's outsized position by total assets

Legacy Traditional Schools 401(k) Plan vs every filed plan by assets

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

$27,552,964 Top 22% higher than 78% 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

Legacy Traditional Schools 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Traditional Schools 401(k) Plan lands in the large band (1,736 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy Traditional Schools 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Legacy Traditional Schools 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Legacy Traditional Schools 401(k) Plan reported participants rose from 1,669 in the plan year 2022 filing to 1,736 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 460641842 · Legacy Traditional Schools PY 2023 · 401(k)

Legacy Traditional Schools 401(k) Plan · $28M · 1,736 · 78th

  • RANK $28M
  • PHOTO 1,736
  • IND 78th
  • EOY 401(k)
  • 5500 near Design Research Engineering 401(k) and Retirement Savings Plan
  • ASSETS ind #2336

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 Arizona →

Legacy Traditional Schools 401(k) Plan in the asset neighbourhood

Legacy Traditional Schools 401(k) PlanLegacy Traditional Schools 4…$28MDesign Research Engineering 401(k) and Retirement Savings PlanDesign Research Engineering …$28MInterventional Cardiologists of Gainesville, P.a. 401(k) Profit Sharing PlanInterventional Cardiologists…$28MSbera 401(k) Plan as Adopted by the Bank of CantonSbera 401(k) Plan as Adopted…$28MAccu-Mold, LLC 401(k) & Profit Sharing PlanAccu-Mold, LLC 401(k) & Prof…$28M
End-of-year total assets ($M) among Legacy Traditional Schools 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN460641842
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Traditional Schools)

Sponsor-wide plan assets over time

All Legacy Traditional Schools plans reported in each filing year

Latest sponsor-wide plan assets
$32M 51.82073620897087% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.4M $32.5M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 1,669 $21M
2023 1 1,736 $28M
2024 1 1,537 $32M

Nearby 401(k) Plans in Arizona

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

Legacy Traditional Schools 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Legacy Traditional Schools 401(k) Plan, Total assets ($B): 0.027552964 · Participants: 1736Legacy Traditional Schools 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Legacy Traditional Schools 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Legacy Traditional Schools 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Design Research Engineering 401(k) and Retirement Savings Plan in MI ($28M); by covered participants it is Mountain View Hospital LLC 401(k) Plan in ID (1,736 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,736 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 did Legacy Traditional Schools 401(k) Plan assets move in 2023? ▼
Legacy Traditional Schools 401(k) Plan grew sharply - up 28.7% during 2023, from $21M to $28M. Reported net income was $6M.
How have Legacy Traditional Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Traditional Schools's sponsor-wide assets grew 51.8%, from $21M to $32M.
Where does Legacy Traditional Schools 401(k) Plan rank by assets among Form 5500 filers? ▼
Legacy Traditional Schools 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Legacy Traditional Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Design Research Engineering 401(k) and Retirement Savings Plan in MI ($28M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Traditional Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mountain View Hospital LLC 401(k) Plan in ID (1,736 participants, $57M 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 460641842.

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.