Profit Sharing · DOL Form 5500 · 2024
Judge Legacy Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Judge Legacy Inc. Retirement Plan · Sponsored by Judge Legacy Inc. · North Carolina · Other Services
$2M in assets, 2 participants
Judge Legacy Inc.'s Judge Legacy Inc. Retirement Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #4,225 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Judge Legacy Inc. Retirement Plan ranks #4,225 of 7,719 2024 filers by assets (913% of the sector average)-$2M for 2 participants.
- #4,225
- in Other Services (7,719 peers)
- -26.6%
- assets change YoY
The plan reported a net loss of $796K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Judge Legacy Inc. Retirement Plan among the smaller filed plans by assets
Judge Legacy Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,199,230 30th percentile higher than 30% 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
Judge Legacy 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. Judge Legacy Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Judge Legacy Inc. Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$796K in the plan year 2024 filing.
- Judge Legacy Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 852800237 · Judge Legacy Inc. PY 2024 · Profit Sharing
Judge Legacy Inc. Retirement Plan · $2M · 2 · 30th
- PHOTO $2M
- IND 2
- EOY 30th
- 5500 Profit Sharing
- ASSETS near Robert Mcdaniel Md, Inc. Profit Sharing Plan
- PCT ind #4225
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 Other Services retirement plans → · Plans in North Carolina →
Judge Legacy Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$796K |
| Employer EIN | 852800237 |
| Plan Effective Date | 2020-09-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Judge Legacy Inc.)
Sponsor-wide plan assets over time
All Judge Legacy Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 46.8669654007199% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 2 | $2M |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Judge Legacy Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Robert Mcdaniel Md, Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 (2 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.