401(k) · DOL Form 5500 · 2023

Legacy3 Inc. 401(k) Plan

Data updated 2026-08-25

$522K
Total assets Small plan by assets: 2
Participants Small participant base: 18th
Percentile by assets National rank: $260,781
Avg per participant Above avg balance/head

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Official DOL plan name: Legacy3 401(k) · Sponsored by Legacy3 Inc. · Wisconsin · Real Estate

$522K in assets, 2 participants

Legacy3 Inc.'s Legacy3 401(k) reported $522K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

#1,488 in Real Estate (4,727 peers)

Legacy3 Inc. multi-year trail

Legacy3 Inc.'s plans moved +226.9% in assets from 2022 to 2024; this filing shows Legacy3 401(k) at $522K / 2 participants.

#1,488
in Real Estate (4,727 peers): +241.1%
assets growth YoY

Legacy3 401(k) among the smaller filed plans by assets

Legacy3 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$521,561 18th percentile higher than 18% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Legacy3 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy3 401(k) is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Legacy3 401(k) end-of-year assets rose from $153K in the plan year 2022 filing to $522K in the plan year 2023 filing.
Legacy3 401(k) reported net income rose from $153K in the plan year 2022 filing to $369K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 874476450 · Legacy3 Inc. PY 2023 · 401(k)

Legacy3 401(k) · $522K · 2 · 18th

EOY $522K
EOY 2
EOY 18th
EOY 401(k)
EOY near A & B Casey Inc. 401(k) Plan
EOY ind #1488

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 Wisconsin →

End-of-year total assets ($M) among Legacy3 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Legacy3 Inc. multi-year asset trail

Latest sponsor-wide plan assets: $500K 226.89772430028773% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$153K
2023	1	2	$522K
2024	1	2	$500K

Legacy3 Inc. filing trail (2023)

Total Assets (Beginning of Year)	$153K
Net Assets (End of Year)	$522K
Net Income	$369K
Employer EIN	874476450
Plan Effective Date	2022-01-19
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Legacy3 401(k) vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Legacy3 401(k) side-by-side with 3 peers →

Legacy3 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is A & B Casey Inc. 401(k) Plan in AZ ($522K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($522K here).

A & B Casey Inc. 401(k) Plan (AZ) $522K · 3
Marietta Railroad Properties, Inc. 401(k) Plan (NY) $522K · 14
Freedom 401(k) Pooled Employer Plan (OR) $522K · 71
Marietta Railroad Properties, Inc. 401(k) Plan (NY) $522K · 5

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Legacy3 401(k) assets move in 2023? ▼

Legacy3 401(k) surged - up 241.1% during 2023, from $153K to $522K. Reported net income was $369K.

How have Legacy3 Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Legacy3 Inc.'s sponsor-wide assets grew 226.9%, from $153K to $500K.

Where does Legacy3 401(k) rank by assets among Form 5500 filers? ▼

Legacy3 401(k) ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Legacy3 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is A & B Casey Inc. 401(k) Plan in AZ ($522K, 3 participants).

Which 401(k) plans cover a similar participant headcount to Legacy3 401(k)? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 874476450.