401(k) · DOL Form 5500 · 2022

San Miguel Legacy, Inc. 401(k) Plan

Data updated 2026-08-25

$46K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$46,179
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: San Miguel Li 401(k) · Sponsored by San Miguel Legacy, Inc. · Texas · Finance & Insurance

$46K in assets, 1 participants

San Miguel Legacy, Inc.'s San Miguel Li 401(k) reported $46K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #210 in Finance & Insurance (9,261 peers)

San Miguel Legacy, Inc. multi-year trail

San Miguel Legacy, Inc.'s plans moved -85.3% in assets from 2022 to 2023; this filing shows San Miguel Li 401(k) at $46K / 1 participant.

#210
in Finance & Insurance (9,261 peers)
+118.0%
assets growth YoY

San Miguel Li 401(k) among the smaller filed plans by assets

San Miguel Li 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$46,179 3rd percentile higher than 3% of 139,123 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 2022

San Miguel Li 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Miguel Li 401(k) is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 823246387 · San Miguel Legacy, Inc. PY 2022 · 401(k)

San Miguel Li 401(k) · $46K · 1 · 3rd

  • BOY $46K
  • BOY 1
  • BOY 3rd
  • BOY 401(k)
  • BOY near Small Auto, Inc. 401(k) Plan
  • BOY ind #210

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 Finance & Insurance retirement plans → · Plans in Texas →

San Miguel Li 401(k) in the asset neighbourhood

San Miguel Li 401(k)$46KSmall Auto, Inc. 401(k) Plan$46KOnly Grace Inc. 401(k) Plan$46KMidwest Medical and Occupational Services Inc Employees' Savings PlanMidwest Medical and Occupati…$46KCartridge World of Panama City, Inc. 401(k) PlanCartridge World of Panama Ci…$46K
End-of-year total assets ($M) among San Miguel Li 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

San Miguel Legacy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All San Miguel Legacy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7K 85.31150522964984% vs 2022
2023 filing year
$0M$0.02M$0.04M$0.06M 20222023 $0.05M $0.01M ▼ -80.0%
Year Plans Participants Total Assets
2022 1 1 $46K
2023 1 1 $7K

San Miguel Legacy, Inc. filing trail (2022)

Total Assets (Beginning of Year)$21K
Net Assets (End of Year)$46K
Net Income$25K
Employer EIN823246387
Plan Effective Date2017-10-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

San Miguel Li 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants San Miguel Li 401(k), Total assets ($B): 0.000046179 · Participants: 1San Miguel Li 401(k)AT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
San Miguel Li 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants

San Miguel Li 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Small Auto, Inc. 401(k) Plan in NJ ($46K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did San Miguel Li 401(k) assets move in 2022?
San Miguel Li 401(k) surged - up 118.0% during 2022, from $21K to $46K. Reported net income was $25K.
How have San Miguel Legacy, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), San Miguel Legacy, Inc.'s sponsor-wide assets declined 85.3%, from $46K to $7K.
Where does San Miguel Li 401(k) rank by assets among Form 5500 filers?
San Miguel Li 401(k) ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to San Miguel Li 401(k)?
Among 401(k) plans in other states, the closest by assets is Small Auto, Inc. 401(k) Plan in NJ ($46K, 3 participants).
Which 401(k) plans cover a similar participant headcount to San Miguel Li 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).