401(k) · DOL Form 5500 · 2023

Legacy Funeral Group, L.L.C. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
803
Participants Near avg headcount
60th
Percentile by assets National rank
$13,089
Avg per participant Low balance/head
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Official DOL plan name: Legacy Funeral Group Employees Retirement Savings Plan · Sponsored by Legacy Funeral Group, L.L.C. · Texas · Other Services

$11M in assets, 803 participants

Legacy Funeral Group, L.L.C.'s Legacy Funeral Group Employees Retirement Savings Plan reported $11M in total assets and 803 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,056 in Other Services (7,857 peers)

Legacy Funeral Group, L.L.C. multi-year trail

Legacy Funeral Group, L.L.C.'s plans moved +46.3% in assets from 2022 to 2024; this filing shows Legacy Funeral Group Employees Retirement Savings Plan at $11M / 803 participants.

#6,056
in Other Services (7,857 peers)
+20.9%
assets growth YoY

Legacy Funeral Group Employees Retirement Savings Plan's mid-pack asset rank among Other Services and all filers

Legacy Funeral Group Employees Retirement Savings Plan vs every filed plan by assets

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

$10,510,765 Top 40% higher than 60% 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 Funeral Group Employees Retirement Savings 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 Funeral Group Employees Retirement Savings Plan sits mid-pack in the medium band (803 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy Funeral Group Employees Retirement Savings Plan reported net income rose from -$490K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Legacy Funeral Group Employees Retirement Savings Plan reported participants rose from 646 in the plan year 2022 filing to 803 in the plan year 2023 filing.
  • Legacy Funeral Group Employees Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 820562929 · Legacy Funeral Group, L.L.C. PY 2023 · 401(k)

Legacy Funeral Group Employees Retirement Savings Plan · $11M · 803 · 60th

  • EIN $11M
  • RANK 803
  • PHOTO 60th
  • IND 401(k)
  • EOY near Mid Continent Steel & Wire / Deacero USA Profit Sharing Plan
  • 5500 ind #6056

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 Other Services retirement plans → · Plans in Texas →

Legacy Funeral Group Employees Retirement Savings Plan in the asset neighbourhood

Legacy Funeral Group Employees Retirement Savings PlanLegacy Funeral Group Employe…$11MMid Continent Steel & Wire / Deacero USA Profit Sharing PlanMid Continent Steel & Wire /…$11MShamrock Environmental Corporation Retirement PlanShamrock Environmental Corpo…$11MVarflex Corporation Profit Sharing PlanVarflex Corporation Profit S…$11MSynapse Wireless, Inc. 401(k) PlanSynapse Wireless, Inc. 401(k…$11M
End-of-year total assets ($M) among Legacy Funeral Group Employees Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Legacy Funeral Group, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Legacy Funeral Group, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 46.34828320909219% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.7M $12.7M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 646 $9M
2023 1 803 $11M
2024 1 855 $13M

Legacy Funeral Group, L.L.C. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN820562929
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Legacy Funeral Group Employees Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Legacy Funeral Group Employees Retirement Savings Plan, Total assets ($B): 0.010510765 · Participants: 803Legacy Funeral Group Employees Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Legacy Funeral Group Employees Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Legacy Funeral Group Employees Retirement Savings Plan side-by-side with 3 peers →

Legacy Funeral Group Employees Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mid Continent Steel & Wire / Deacero USA Profit Sharing Plan in MO ($11M); by covered participants it is Moran Towing Corporation 401(k) Plan in CT (803 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (803 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 Funeral Group Employees Retirement Savings Plan assets move in 2023? ▼
Legacy Funeral Group Employees Retirement Savings Plan grew sharply - up 20.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have Legacy Funeral Group, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Funeral Group, L.L.C.'s sponsor-wide assets grew 46.3%, from $9M to $13M.
Which 401(k) plans are similar in size to Legacy Funeral Group Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid Continent Steel & Wire / Deacero USA Profit Sharing Plan in MO ($11M, 520 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Funeral Group Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Moran Towing Corporation 401(k) Plan in CT (803 participants, $236M 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 820562929.

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.