401(k) · DOL Form 5500 · 2024
The Legacy Alliance, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $321,219
- Avg per participant High balance/head
Official DOL plan name: Legacy Alliance, Inc. 401(k) Plan · Sponsored by The Legacy Alliance, Inc. · California · Finance & Insurance
$12M in assets, 37 participants
The Legacy Alliance, Inc.'s Legacy Alliance, Inc. 401(k) Plan reported $12M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #3,712 in Finance & Insurance (8,549 peers)
The Legacy Alliance, Inc. multi-year trail
The Legacy Alliance, Inc.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows Legacy Alliance, Inc. 401(k) Plan at $12M / 37 participants.
- #3,712
- in Finance & Insurance (8,549 peers)
- +5.1%
- assets growth YoY
Legacy Alliance, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Legacy Alliance, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,885,115 Top 41% higher than 59% 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 Alliance, 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 Alliance, Inc. 401(k) Plan is a small filing (37 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy Alliance, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $580K in the plan year 2024 filing.
- Legacy Alliance, Inc. 401(k) Plan reported participants rose from 35 in the plan year 2023 filing to 37 in the plan year 2024 filing.
- Legacy Alliance, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
DOL schedule card
Filing strip 271451623 · The Legacy Alliance, Inc. PY 2024 · 401(k)
Legacy Alliance, Inc. 401(k) Plan · $12M · 37 · 59th
- PHOTO $12M
- PHOTO 37
- PHOTO 59th
- PHOTO 401(k)
- PHOTO near Unity House of Cayuga County, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #3712
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 California →
Legacy Alliance, Inc. 401(k) Plan in the asset neighbourhood
The Legacy Alliance, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Legacy Alliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 21.967617782532148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $10M |
| 2023 | 1 | 35 | $11M |
| 2024 | 1 | 37 | $12M |
The Legacy Alliance, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $580K |
| Employer EIN | 271451623 |
| Plan Effective Date | 2009-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Legacy Alliance, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Unity House of Cayuga County, Inc. 401(k) Profit Sharing Plan in NY ($12M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Unity House of Cayuga County, Inc. 401(k) Profit Sharing Plan (NY) $12M · 201
- Verras Pediatrics, P.C. (GA) $12M · 10
- Next Phase Solutions and Services 401(k) Plan (MD) $12M · 66
- Juniper Communities Retirement Plan (NJ) $12M · 1,841
Similar participant headcount
Nearest other-state filings by covered participants (37 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.