401(k) · DOL Form 5500 · 2024

Leger Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
42
Participants Small participant base
23rd
Percentile by assets National rank
$24,788
Avg per participant Low balance/head
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Official DOL plan name: Leger Investments, Inc. 401(k) Plan · Sponsored by Leger Investments, Inc. · Arizona · Other Services

$1M in assets, 42 participants

Leger Investments, Inc.'s Leger Investments, Inc. 401(k) Plan reported $1M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,670 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Leger Investments, Inc. 401(k) Plan ranks #3,670 of 7,719 2024 filers by assets (1928% of the sector average)-$1M for 42 participants.

#3,670
in Other Services (7,719 peers)
-30.2%
assets change YoY

The plan reported a net loss of $451K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Leger Investments, Inc. 401(k) Plan among the smaller filed plans by assets

Leger Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$1,041,104 23rd percentile higher than 23% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Leger Investments, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leger Investments, Inc. 401(k) Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Leger Investments, Inc. 401(k) Plan reported net income fell from $736K in the plan year 2023 filing to -$451K in the plan year 2024 filing.
  • Leger Investments, Inc. 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Leger Investments, Inc. 401(k) Plan reported participants rose from 35 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 820848818 · Leger Investments, Inc. PY 2024 · 401(k)

Leger Investments, Inc. 401(k) Plan · $1M · 42 · 23rd

  • PHOTO $1M
  • IND 42
  • EOY 23rd
  • 5500 401(k)
  • ASSETS near Sgta Enterprises, Inc. 401(k) Plan
  • PCT ind #3670

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 Arizona →

Leger Investments, Inc. 401(k) Plan in the asset neighbourhood

Leger Investments, Inc. 401(k) PlanLeger Investments, Inc. 401(…$1MSgta Enterprises, Inc. 401(k) PlanSgta Enterprises, Inc. 401(k…$1MB&b Creative Marketing 401(k) PlanB&b Creative Marketing 401(k…$1MMiller Works Company Retirement PlanMiller Works Company Retirem…$1MGemtech Industries, Inc. 401(k) PlanGemtech Industries, Inc. 401…$1M
End-of-year total assets ($M) among Leger Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$451K
Employer EIN820848818
Plan Effective Date2017-03-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Leger Investments, Inc.)

Sponsor-wide plan assets over time

All Leger Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.82921475644661% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.76M $1.04M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 22 $755K
2023 1 35 $1M
2024 1 42 $1M

Nearby 401(k) Plans in Arizona

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

Leger Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Leger Investments, Inc. 401(k) Plan, Total assets ($B): 0.001041104 · Participants: 42Leger Investments, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Leger Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Leger Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Leger Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Sgta Enterprises, Inc. 401(k) Plan in VA ($1M); by covered participants it is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (42 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.

Frequently Asked Questions

How did Leger Investments, Inc. 401(k) Plan assets move in 2024? ▼
Leger Investments, Inc. 401(k) Plan contracted severely - down 30.2% during 2024, from $1M to $1M. Reported net income was -$451K.
How have Leger Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leger Investments, Inc.'s sponsor-wide assets grew 37.8%, from $755K to $1M.
Where does Leger Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Leger Investments, Inc. 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Leger Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sgta Enterprises, Inc. 401(k) Plan in VA ($1M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Leger Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants, N/A 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 820848818.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.