Profit Sharing · DOL Form 5500 · 2024
Legacy Endeavors, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $515,407
- Avg per participant High balance/head
Official DOL plan name: Legacy Endeavors, Inc. Retirement Plan · Sponsored by Legacy Endeavors, Inc. · Texas · Real Estate
$2M in assets, 3 participants
Legacy Endeavors, Inc.'s Legacy Endeavors, Inc. Retirement Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #2,075 in Real Estate (4,605 peers)
Legacy Endeavors, Inc. multi-year trail
Legacy Endeavors, Inc.'s plans moved -22.7% in assets from 2022 to 2024; this filing shows Legacy Endeavors, Inc. Retirement Plan at $2M / 3 participants.
- #2,075
- in Real Estate (4,605 peers)
- +26.1%
- assets growth YoY
Legacy Endeavors, Inc. Retirement Plan among the smaller filed plans by assets
Legacy Endeavors, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,546,222 27th percentile higher than 27% 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 Endeavors, Inc. Retirement 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 Endeavors, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy Endeavors, Inc. Retirement Plan reported net income rose from -$774K in the plan year 2023 filing to $320K in the plan year 2024 filing.
- Legacy Endeavors, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 462342844 · Legacy Endeavors, Inc. PY 2024 · Profit Sharing
Legacy Endeavors, Inc. Retirement Plan · $2M · 3 · 27th
- EBSA $2M
- PART 3
- TYPE 27th
- NET Profit Sharing
- BOOK near Rr Racing, Inc. Retirement Plan
- VS-ST ind #2075
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 Real Estate retirement plans → · Plans in Texas →
Legacy Endeavors, Inc. Retirement Plan in the asset neighbourhood
Legacy Endeavors, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Legacy Endeavors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 22.70748884893183% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $2M |
Legacy Endeavors, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $320K |
| Employer EIN | 462342844 |
| Plan Effective Date | 2013-03-21 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Legacy Endeavors, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Rr Racing, Inc. Retirement Plan in PA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.