Defined Benefit (Pension) · DOL Form 5500 · 2024

Legacy Financial Advisors, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$262,620
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Legacy Financial Advisors, Inc. Cash Balance Plan · Sponsored by Legacy Financial Advisors, Inc. · Idaho · Finance & Insurance

$1M in assets, 4 participants

Legacy Financial Advisors, Inc.'s Legacy Financial Advisors, Inc. Cash Balance Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,163 in Finance & Insurance (8,549 peers)

Legacy Financial Advisors, Inc. multi-year trail

Legacy Financial Advisors, Inc.'s plans moved +125.7% in assets from 2022 to 2024; this filing shows Legacy Financial Advisors, Inc. Cash Balance Plan at $1M / 4 participants.

#1,163
in Finance & Insurance (8,549 peers)
+45.5%
assets growth YoY

Legacy Financial Advisors, Inc. Cash Balance Plan among the smaller filed plans by assets

Legacy Financial Advisors, Inc. Cash Balance Plan vs every filed plan by assets

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

$1,050,480 24th percentile higher than 24% 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

Legacy Financial Advisors, Inc. Cash Balance 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. Legacy Financial Advisors, Inc. Cash Balance Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Legacy Financial Advisors, Inc. Cash Balance Plan end-of-year assets rose from $722K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Legacy Financial Advisors, Inc. Cash Balance Plan reported net income rose from $256K in the plan year 2023 filing to $329K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 753111580 · Legacy Financial Advisors, Inc. PY 2024 · Defined Benefit (Pension)

Legacy Financial Advisors, Inc. Cash Balance Plan · $1M · 4 · 24th

  • PCT $1M
  • PCT 4
  • PCT 24th
  • PCT Defined Benefit (Pension)
  • PCT near Lux Unfiltered Inc Defined Benefit Pension Plan
  • PCT ind #1163

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 Idaho →

Legacy Financial Advisors, Inc. Cash Balance Plan in the asset neighbourhood

Companion Care of Southwest La, LLC Cash Balance PlanCompanion Care of Southwest …$1MLegacy Financial Advisors, Inc. Cash Balance PlanLegacy Financial Advisors, I…$1MLux Unfiltered Inc Defined Benefit Pension PlanLux Unfiltered Inc Defined B…$1MProvine School Pictures, L.L.C. Defined Benefit Retirement PlanProvine School Pictures, L.L…$1MAlfred H. Chan M.D., P.C. Defined Benefit Pension Plan & TrustAlfred H. Chan M.D., P.C. De…$1M
End-of-year total assets ($M) among Legacy Financial Advisors, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Legacy Financial Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Legacy Financial Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 125.74413172275815% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.47M $1.05M ▲ +123.4%
Year Plans Participants Total Assets
2022 1 5 $465K
2023 1 4 $722K
2024 1 4 $1M

Legacy Financial Advisors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$722K
Net Assets (End of Year)$1M
Net Income$329K
Employer EIN753111580
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Idaho

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Legacy Financial Advisors, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.522.5 Total assets ($B) Participants Legacy Financial Advisors, Inc. Cash Balance Plan, Total assets ($B): 0.00105048 · Participants: 4Legacy Financial Advisors, Inc. Cash Balance PlanIdaho National Laboratory Employee Retirement Plan, Total assets ($B): 2.001259353 · Participants: 930Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.971347295 · Participants: 2113Retirement Plan of Idaho Power CompanyShaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.229628077 · Participants: 5378Shaws Supermarkets, Inc. Pension Plan for Union EmployeesAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.223847281 · Participants: 878Amalgamated Sugar Company Hourly Retirement PlanSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.144429213 · Participants: 217St. Luke's Health System Basic Pension Plan
Legacy Financial Advisors, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Legacy Financial Advisors, Inc. Cash Balance Plan side-by-side with 3 peers →

Legacy Financial Advisors, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Idaho, the nearest Defined Benefit (Pension) by assets is Lux Unfiltered Inc Defined Benefit Pension Plan in CA ($1M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

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 Legacy Financial Advisors, Inc. Cash Balance Plan assets move in 2024? ▼
Legacy Financial Advisors, Inc. Cash Balance Plan surged - up 45.5% during 2024, from $722K to $1M. Reported net income was $329K.
How have Legacy Financial Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Financial Advisors, Inc.'s sponsor-wide assets grew 125.7%, from $465K to $1M.
Where does Legacy Financial Advisors, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Legacy Financial Advisors, Inc. Cash Balance Plan ranks in the 24th 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 Defined Benefit (Pension) plans are similar in size to Legacy Financial Advisors, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lux Unfiltered Inc Defined Benefit Pension Plan in CA ($1M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Legacy Financial Advisors, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 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 753111580.

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.