401(k) · DOL Form 5500 · 2024

Legere Group, Safe Harbor 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
55
Participants Small participant base
54th
Percentile by assets National rank
$166,880
Avg per participant Above avg balance/head
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Official DOL plan name: Legere Group, Ltd. 401(k) Profit Sharing Plan · Sponsored by Legere Group, Safe Harbor · Connecticut · Manufacturing

$9M in assets, 55 participants

Legere Group, Safe Harbor's Legere Group, Ltd. 401(k) Profit Sharing Plan reported $9M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #6,961 in Manufacturing (17,777 peers)

Legere Group, Safe Harbor multi-year trail

Legere Group, Safe Harbor's plans moved +25.4% in assets from 2022 to 2024; this filing shows Legere Group, Ltd. 401(k) Profit Sharing Plan at $9M / 55 participants.

#6,961
in Manufacturing (17,777 peers)
+9.0%
assets growth YoY

Legere Group, Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Legere Group, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,178,424 Top 46% higher than 54% 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

Legere Group, Ltd. 401(k) Profit Sharing 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. Legere Group, Ltd. 401(k) Profit Sharing Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Legere Group, Ltd. 401(k) Profit Sharing Plan reported net income fell from $967K in the plan year 2023 filing to $755K in the plan year 2024 filing.
  • Legere Group, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060924697 · Legere Group, Safe Harbor PY 2024 · 401(k)

Legere Group, Ltd. 401(k) Profit Sharing Plan · $9M · 55 · 54th

  • PCT $9M
  • PCT 55
  • PCT 54th
  • PCT 401(k)
  • PCT near Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust
  • PCT ind #6961

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 Manufacturing retirement plans → · Plans in Connecticut →

Legere Group, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

Legere Group, Ltd. 401(k) Profit Sharing PlanLegere Group, Ltd. 401(k) Pr…$9MWinking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & TrustWinking Lizard Tavern, Inc. …$9MTristar Glass, Inc. 401(k) PlanTristar Glass, Inc. 401(k) P…$9MBeau Townsend Ford, Inc. 401(k) PlanBeau Townsend Ford, Inc. 401…$9MGroff Tractor Mid Atlantic 401(k) PlanGroff Tractor Mid Atlantic 4…$9M
End-of-year total assets ($M) among Legere Group, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Legere Group, Safe Harbor multi-year asset trail

Sponsor-wide plan assets over time

All Legere Group, Safe Harbor plans reported in each filing year

Latest sponsor-wide plan assets
$11M 25.40306952141302% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.87M $11.1M ▲ +25.5%
Year Plans Participants Total Assets
2022 2 112 $9M
2023 2 122 $10M
2024 2 117 $11M

Legere Group, Safe Harbor filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$755K
Employer EIN060924697
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Legere Group, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Legere Group, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.009178424 · Participants: 55Legere Group, Ltd. 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Legere Group, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Legere Group, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Legere Group, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust in OH ($9M); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Legere Group, Ltd. 401(k) Profit Sharing Plan assets move in 2024? ▼
Legere Group, Ltd. 401(k) Profit Sharing Plan grew at a solid clip - up 9.0% during 2024, from $8M to $9M. Reported net income was $755K.
How have Legere Group, Safe Harbor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legere Group, Safe Harbor's sponsor-wide assets grew 25.4%, from $9M to $11M.
Which 401(k) plans are similar in size to Legere Group, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & Trust in OH ($9M, 550 participants).
Which 401(k) plans cover a similar participant headcount to Legere Group, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants, $4M 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 060924697.

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.