401(k) · DOL Form 5500 · 2024
Legacy Wealth Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $681,072
- Avg per participant High balance/head
Official DOL plan name: Legacy Wealth Management, Inc. 401(k) Plan · Sponsored by Legacy Wealth Management, Inc. · Tennessee · Professional & Technical Services
$14M in assets, 21 participants
Legacy Wealth Management, Inc.'s Legacy Wealth Management, Inc. 401(k) Plan reported $14M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,596 in Professional & Technical Services (20,173 peers)
Legacy Wealth Management, Inc. multi-year trail
Legacy Wealth Management, Inc.'s plans moved +46.0% in assets from 2022 to 2024; this filing shows Legacy Wealth Management, Inc. 401(k) Plan at $14M / 21 participants.
- #12,596
- in Professional & Technical Services (20,173 peers)
- +15.0%
- assets growth YoY
Legacy Wealth Management, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Legacy Wealth Management, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,302,513 Top 37% higher than 63% 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
Legacy Wealth Management, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Wealth Management, Inc. 401(k) Plan is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy Wealth Management, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Legacy Wealth Management, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Legacy Wealth Management, Inc. 401(k) Plan reported participants fell from 24 in the plan year 2023 filing to 21 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 621132313 · Legacy Wealth Management, Inc. PY 2024 · 401(k)
Legacy Wealth Management, Inc. 401(k) Plan · $14M · 21 · 63rd
- 5500 $14M
- 5500 21
- 5500 63rd
- 5500 401(k)
- 5500 near Cape Cod Express 401(k) Plan
- 5500 ind #12596
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Legacy Wealth Management, Inc. 401(k) Plan in the asset neighbourhood
Legacy Wealth Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Legacy Wealth Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 45.96444522641333% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $10M |
| 2023 | 1 | 24 | $12M |
| 2024 | 1 | 21 | $14M |
Legacy Wealth Management, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 621132313 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Legacy Wealth Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Cape Cod Express 401(k) Plan in MA ($14M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Cape Cod Express 401(k) Plan (MA) $14M · 177
- Northwire, Inc. 401(k) Plan (WI) $14M · 197
- Reynolds Frizzell LLP 401(k) Plan (TX) $14M · 26
- Enterprise Builders Corporation Employee Stock Ownership 401(k) Plan (NM) $14M · 62
Similar participant headcount
Nearest other-state filings by covered participants (21 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.