Profit Sharing · DOL Form 5500 · 2024
Palacios Legacy Corp Profit Sharing Plan
Data updated 2026-08-25
- $17K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $16,770
- Avg per participant Low balance/head
Official DOL plan name: Palacios Legacy Corp Retirement Plan · Sponsored by Palacios Legacy Corp · Texas · Other Services
$17K in assets, 1 participants
Palacios Legacy Corp's Palacios Legacy Corp Retirement Plan reported $17K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.
- #307 in Other Services (7,719 peers)
Palacios Legacy Corp multi-year trail
Palacios Legacy Corp's plans moved -85.4% in assets from 2023 to 2024; this filing shows Palacios Legacy Corp Retirement Plan at $17K / 1 participant.
- #307
- in Other Services (7,719 peers)
- -85.4%
- assets change YoY
The plan reported a net loss of $98K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Palacios Legacy Corp Retirement Plan among the smaller filed plans by assets
Palacios Legacy Corp Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,770 2nd percentile higher than 2% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Palacios Legacy Corp 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. Palacios Legacy Corp Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Palacios Legacy Corp Retirement Plan reported net income fell from $115K in the plan year 2023 filing to -$98K in the plan year 2024 filing.
- Palacios Legacy Corp Retirement Plan end-of-year assets fell from $115K in the plan year 2023 filing to $17K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 933579549 · Palacios Legacy Corp PY 2024 · Profit Sharing
Palacios Legacy Corp Retirement Plan · $17K · 1 · 2nd
- PART $17K
- TYPE 1
- NET 2nd
- BOOK Profit Sharing
- VS-ST near Iron Will Fitness Inc. Retirement Plan
- BOY ind #307
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 →
Palacios Legacy Corp Retirement Plan in the asset neighbourhood
Palacios Legacy Corp multi-year asset trail
Sponsor-wide plan assets over time
All Palacios Legacy Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $17K 85.41739130434782% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $115K |
| 2024 | 1 | 1 | $17K |
Palacios Legacy Corp filing trail (2024)
| Total Assets (Beginning of Year) | $115K |
|---|---|
| Net Assets (End of Year) | $17K |
| Net Income | -$98K |
| Employer EIN | 933579549 |
| Plan Effective Date | 2023-09-29 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Palacios Legacy Corp Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Iron Will Fitness Inc. Retirement Plan in NC ($17K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.