401(k) · DOL Form 5500 · 2024

Legacy Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
32nd
Percentile by assets National rank
$498,518
Avg per participant High balance/head
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Official DOL plan name: Legacy Advisors, Inc 401(k) Profit Sharing Plan · Sponsored by Legacy Advisors, Inc. · Alabama · Finance & Insurance

$2M in assets, 5 participants

Legacy Advisors, Inc.'s Legacy Advisors, Inc 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,755 in Finance & Insurance (8,549 peers)

Legacy Advisors, Inc. multi-year trail

Legacy Advisors, Inc.'s plans moved +54.3% in assets from 2022 to 2024; this filing shows Legacy Advisors, Inc 401(k) Profit Sharing Plan at $2M / 5 participants.

#1,755
in Finance & Insurance (8,549 peers)
+22.3%
assets growth YoY

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

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

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

$2,492,589 32nd percentile higher than 32% 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 Advisors, 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. Legacy Advisors, Inc 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Legacy Advisors, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Legacy Advisors, Inc 401(k) Profit Sharing Plan reported net income rose from $423K in the plan year 2023 filing to $454K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 631195860 · Legacy Advisors, Inc. PY 2024 · 401(k)

Legacy Advisors, Inc 401(k) Profit Sharing Plan · $2M · 5 · 32nd

  • PCT $2M
  • EIN 5
  • RANK 32nd
  • PHOTO 401(k)
  • IND near Graber Manufacturing, Inc. 401(k) Plan
  • EOY ind #1755

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 Alabama →

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

Legacy Advisors, Inc 401(k) Profit Sharing PlanLegacy Advisors, Inc 401(k) …$2MGraber Manufacturing, Inc. 401(k) PlanGraber Manufacturing, Inc. 4…$2MBig Blue Marble 401(k) Retirement PlanBig Blue Marble 401(k) Retir…$2MSecurity Bank of the Ozarks 401(k) Profit Sharing PlanSecurity Bank of the Ozarks …$2MEquity Builders Inc. Dba Premier Kitchen and Bath Retirement TrustEquity Builders Inc. Dba Pre…$2M
End-of-year total assets ($M) among Legacy Advisors, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Legacy Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2M 54.28570898019086% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.62M $2.49M ▲ +53.7%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 5 $2M

Legacy Advisors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$454K
Employer EIN631195860
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Legacy Advisors, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Legacy Advisors, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.002492589 · Participants: 5Legacy Advisors, Inc 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Legacy Advisors, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Legacy Advisors, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Graber Manufacturing, Inc. 401(k) Plan in WI ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Legacy Advisors, Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
Legacy Advisors, Inc 401(k) Profit Sharing Plan grew sharply - up 22.3% during 2024, from $2M to $2M. Reported net income was $454K.
How have Legacy Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Advisors, Inc.'s sponsor-wide assets grew 54.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Legacy Advisors, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Graber Manufacturing, Inc. 401(k) Plan in WI ($2M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Advisors, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 631195860.

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.