401(k) · DOL Form 5500 · 2024

Jph Legacy, Inc. 401(k) Plan

Data updated 2026-08-25

$68K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$33,897
Avg per participant Low balance/head
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Official DOL plan name: Jph Legacy, Inc. 401(k) Profit Sharing Plan · Sponsored by Jph Legacy, Inc. · Illinois · Other Services

$68K in assets, 2 participants

Jph Legacy, Inc.'s Jph Legacy, Inc. 401(k) Profit Sharing Plan reported $68K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #703 in Other Services (7,719 peers)

Jph Legacy, Inc. multi-year trail

Jph Legacy, Inc.'s plans moved -19.2% in assets from 2022 to 2024; this filing shows Jph Legacy, Inc. 401(k) Profit Sharing Plan at $68K / 2 participants.

#703
in Other Services (7,719 peers)
+173.7%
assets growth YoY

Jph Legacy, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jph Legacy, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$67,794 5th percentile higher than 5% 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

Jph Legacy, Inc. 401(k) Profit Sharing 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. Jph Legacy, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jph Legacy, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $25K in the plan year 2023 filing to $68K in the plan year 2024 filing.
  • Jph Legacy, Inc. 401(k) Profit Sharing Plan reported net income rose from -$59K in the plan year 2023 filing to $43K in the plan year 2024 filing.
  • Jph Legacy, Inc. 401(k) Profit Sharing Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 862200097 · Jph Legacy, Inc. PY 2024 · 401(k)

Jph Legacy, Inc. 401(k) Profit Sharing Plan · $68K · 2 · 5th

  • NET $68K
  • BOOK 2
  • VS-ST 5th
  • BOY 401(k)
  • SCH near Village Ventures 401(k) Plan
  • EBSA ind #703

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 Illinois →

Jph Legacy, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Jph Legacy, Inc. 401(k) Profit Sharing PlanJph Legacy, Inc. 401(k) Prof…$68KVillage Ventures 401(k) Plan$68KArival Bank Retirement Plan$68KCk Legacy Incorporated Retirement PlanCk Legacy Incorporated Retir…$68KMid-Columbia Medical Center Deferred Compensation PlanMid-Columbia Medical Center …$68K
End-of-year total assets ($M) among Jph Legacy, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jph Legacy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jph Legacy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68K 19.222657785933013% vs 2022
2024 filing year
$0M$0.02M$0.04M$0.06M$0.08M$0.1M 202220232024 $0.08M $0.07M ▼ -12.5%
Year Plans Participants Total Assets
2022 1 2 $84K
2023 1 3 $25K
2024 1 2 $68K

Jph Legacy, Inc. filing trail (2024)

Total Assets (Beginning of Year)$25K
Net Assets (End of Year)$68K
Net Income$43K
Employer EIN862200097
Plan Effective Date2021-02-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Jph Legacy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Jph Legacy, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000067794 · Participants: 2Jph Legacy, Inc. 401(k) Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Jph Legacy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Jph Legacy, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jph Legacy, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Village Ventures 401(k) Plan in OR ($68K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Jph Legacy, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Jph Legacy, Inc. 401(k) Profit Sharing Plan surged - up 173.7% during 2024, from $25K to $68K. Reported net income was $43K.
How have Jph Legacy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jph Legacy, Inc.'s sponsor-wide assets declined 19.2%, from $84K to $68K.
Where does Jph Legacy, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jph Legacy, Inc. 401(k) Profit Sharing Plan ranks in the 5th 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 401(k) plans are similar in size to Jph Legacy, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Village Ventures 401(k) Plan in OR ($68K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Jph Legacy, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862200097.

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.