401(k) · DOL Form 5500 · 2024
Legacy Property Group, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 548
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $17,346
- Avg per participant Low balance/head
Official DOL plan name: Legacy 401(k) Retirement Plan · Sponsored by Legacy Property Group, LLC · Georgia · Real Estate
$10M in assets, 548 participants
Legacy Property Group, LLC's Legacy 401(k) Retirement Plan reported $10M in total assets and 548 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #3,350 in Real Estate (4,605 peers)
Coverage in Georgia
Legacy 401(k) Retirement Plan covers 548 participants in Georgia, about 50% of the average Georgia filer (state average ~1,096 per filing). Assets: $10M.
- #3,350
- in Real Estate (4,605 peers)
- +24.4%
- assets growth YoY
Legacy 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers
Legacy 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,505,784 Top 45% higher than 55% 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 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy 401(k) Retirement Plan sits mid-pack in the medium band (548 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Legacy 401(k) Retirement Plan reported participants rose from 447 in the plan year 2023 filing to 548 in the plan year 2024 filing.
DOL schedule card
Filing strip 582486526 · Legacy Property Group, LLC PY 2024 · 401(k)
Legacy 401(k) Retirement Plan · $10M · 548 · 55th
- PART $10M
- TYPE 548
- NET 55th
- BOOK 401(k)
- VS-ST near Altair Health 401(k) Plan
- BOY ind #3350
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 Georgia →
Legacy 401(k) Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 582486526 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Property Group, LLC)
Sponsor-wide plan assets over time
All Legacy Property Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 63.545828454317444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 341 | $6M |
| 2023 | 1 | 447 | $8M |
| 2024 | 1 | 548 | $10M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Legacy 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Altair Health 401(k) Plan in NJ ($10M); by covered participants it is Efi 401(k) Savings Plan in NH (548 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Altair Health 401(k) Plan (NJ) $10M · 18
- Carlie Cs 401(k) Plan (NC) $10M · 1,181
- 401(k) Retirement Savings Plan (TX) $10M · 63
- Florida Education Association 401(k) Plan (FL) $10M · 149
Similar participant headcount
Nearest other-state filings by covered participants (548 participants); asset peers above are excluded.
- Efi 401(k) Savings Plan (NH) 548 · 0 off
- Otf Fitness Partners Houston LLC 401(k) Profit Sharing Plan and Trust (TX) 548 · 0 off
- Bastion Technologies 401(k) Plan (TX) 548 · 0 off
- Airtable 401(k) Plan (CA) 548 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.