401(k) · DOL Form 5500 · 2024

Alegacy Group 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 202
Participants Below avg headcount: 61st
Percentile by assets National rank: $63,043
Avg per participant Low balance/head

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Official DOL plan name: Alegacy Group Retirement Plan · Sponsored by Alegacy Group · Texas · Manufacturing

$13M in assets, 202 participants

Alegacy Group's Alegacy Group Retirement Plan reported $13M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

#8,532 in Manufacturing (17,777 peers)

Coverage in Texas

Alegacy Group Retirement Plan covers 202 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#8,532
in Manufacturing (17,777 peers): +31.3%
assets growth YoY

Alegacy Group Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Alegacy Group Retirement Plan vs every filed plan by assets

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

$12,734,680 Top 39% higher than 61% 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

Alegacy Group 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. Alegacy Group Retirement Plan sits mid-pack in the medium band (202 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Alegacy Group Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Alegacy Group Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Alegacy Group Retirement Plan reported participants rose from 167 in the plan year 2023 filing to 202 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 463548736 · Alegacy Group PY 2024 · 401(k)

Alegacy Group Retirement Plan · $13M · 202 · 61st

SCH $13M
SCH 202
SCH 61st
SCH 401(k)
SCH near Bsr 401(k) Plan
SCH ind #8532

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 Texas →

End-of-year total assets ($M) among Alegacy Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$13M
Net Income	$3M
Employer EIN	463548736
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Alegacy Group)

Latest sponsor-wide plan assets: $13M 72.65445369524389% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	146	$7M
2023	1	167	$10M
2024	1	202	$13M

Nearby 401(k) Plans in Texas

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

Alegacy Group Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Alegacy Group Retirement Plan side-by-side with 3 peers →

Alegacy Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bsr 401(k) Plan in CA ($13M); by covered participants it is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Bsr 401(k) Plan (CA) $13M · 116
Orna Therapeutics 401(k) Plan (MA) $13M · 134
Pyramax Bank, Fsb 401(k) Savings Plan (WI) $13M · 93
Halloran Retirement Plan (MA) $13M · 108

Similar participant headcount

Nearest other-state filings by covered participants (202 participants); asset peers above are excluded.

Servall Termite Company Profit Sharing 401(k) Plan (TN) 202 · 0 off
Usasf, LLC 401(k) Plan (DE) 202 · 0 off
Cortec 401(k) Plan (LA) 202 · 0 off
Ross Downing Chevrolet, Inc. 401(k) Plan (LA) 202 · 0 off

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 Alegacy Group Retirement Plan assets move in 2024? ▼

Alegacy Group Retirement Plan surged - up 31.3% during 2024, from $10M to $13M. Reported net income was $3M.

How have Alegacy Group plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Alegacy Group's sponsor-wide assets grew 72.7%, from $7M to $13M.

Which 401(k) plans are similar in size to Alegacy Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bsr 401(k) Plan in CA ($13M, 116 participants).

Which 401(k) plans cover a similar participant headcount to Alegacy Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants, $874K 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 463548736.