Profit Sharing · DOL Form 5500 · 2024

Texoma Legacy Inc. Profit Sharing Plan

Data updated 2026-08-25

$560K
Total assets Small plan by assets
9
Participants Small participant base
19th
Percentile by assets National rank
$62,247
Avg per participant Low balance/head
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Official DOL plan name: Texoma Legacy Inc. Retirement Plan · Sponsored by Texoma Legacy Inc. · Georgia · Food Services & Accommodation

$560K in assets, 9 participants

Texoma Legacy Inc.'s Texoma Legacy Inc. Retirement Plan reported $560K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,800 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Texoma Legacy Inc. Retirement Plan ranks #1,800 of 3,672 2024 filers by assets (3492% of the sector average)-$560K for 9 participants.

#1,800
in Food Services & Accommodation (3,672 peers)
+16.8%
assets growth YoY

Texoma Legacy Inc. Retirement Plan among the smaller filed plans by assets

Texoma Legacy Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$560,222 19th percentile higher than 19% of 123,620 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 2024

Texoma Legacy Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texoma Legacy Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texoma Legacy Inc. Retirement Plan reported net income rose from -$26K in the plan year 2023 filing to $80K in the plan year 2024 filing.
  • Texoma Legacy Inc. Retirement Plan reported participants rose from 7 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Texoma Legacy Inc. Retirement Plan end-of-year assets rose from $480K in the plan year 2023 filing to $560K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 824109043 · Texoma Legacy Inc. PY 2024 · Profit Sharing

Texoma Legacy Inc. Retirement Plan · $560K · 9 · 19th

  • VS-ST $560K
  • VS-ST 9
  • VS-ST 19th
  • VS-ST Profit Sharing
  • VS-ST near Pelegrina Medical Inc. Executive Retirement Plan
  • VS-ST ind #1800

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 Food Services & Accommodation retirement plans → · Plans in Georgia →

Texoma Legacy Inc. Retirement Plan in the asset neighbourhood

Texoma Legacy Inc. Retirement PlanTexoma Legacy Inc. Retiremen…$560KPelegrina Medical Inc. Executive Retirement PlanPelegrina Medical Inc. Execu…$561KBuf-Fun-O, Inc. Retirement PlanBuf-Fun-O, Inc. Retirement P…$560KLst Clips, Inc. Retirement PlanLst Clips, Inc. Retirement P…$561KCox Enterprises Stl Inc. Retirement PlanCox Enterprises Stl Inc. Ret…$559K
End-of-year total assets ($M) among Texoma Legacy Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$480K
Net Assets (End of Year)$560K
Net Income$80K
Employer EIN824109043
Plan Effective Date2018-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Texoma Legacy Inc.)

Sponsor-wide plan assets over time

All Texoma Legacy Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$560K 10.715591471163101% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M 202220232024 $0.51M $0.56M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 6 $506K
2023 1 7 $480K
2024 1 9 $560K

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Texoma Legacy Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Texoma Legacy Inc. Retirement Plan, Total assets ($B): 0.000560222 · Participants: 9Texoma Legacy Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 5.539809573 · Participants: 18936Emory University Retirement PlanCrh Americas 401(k) Plan, Total assets ($B): 4.190915312 · Participants: 35710Crh Americas 401(k) PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.770557878 · Participants: 23760Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 1.029232488 · Participants: 2448The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.39078983 · Participants: 12290Childrens Healthcare of Atlanta Growth Plan
Texoma Legacy Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants

Texoma Legacy Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Pelegrina Medical Inc. Executive Retirement Plan in PR ($561K); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($560K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Texoma Legacy Inc. Retirement Plan assets move in 2024?
Texoma Legacy Inc. Retirement Plan grew sharply - up 16.8% during 2024, from $480K to $560K. Reported net income was $80K.
How have Texoma Legacy Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Texoma Legacy Inc.'s sponsor-wide assets grew 10.7%, from $506K to $560K.
Where does Texoma Legacy Inc. Retirement Plan rank by assets among Form 5500 filers?
Texoma Legacy Inc. Retirement Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Texoma Legacy Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Pelegrina Medical Inc. Executive Retirement Plan in PR ($561K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Texoma Legacy Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Mab Financial Services, Inc. Retirement Plan in MD (9 participants, $3M in assets).