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
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
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 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
| 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 EIN | 823246387 |
| Plan Effective Date | 2017-10-30 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.