401(k) · DOL Form 5500 · 2024

Legacy Professionals LLP 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
164
Participants Small participant base
85th
Percentile by assets National rank
$322,693
Avg per participant High balance/head
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Official DOL plan name: Legacy Professionals LLP 401(k) Plan · Sponsored by Legacy Professionals LLP · Illinois · Professional & Technical Services

$53M in assets, 164 participants

Legacy Professionals LLP's Legacy Professionals LLP 401(k) Plan reported $53M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,273 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Legacy Professionals LLP 401(k) Plan covers 164 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $53M.

#17,273
in Professional & Technical Services (20,173 peers)
+20.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Legacy Professionals LLP 401(k) Plan's outsized position by total assets

Legacy Professionals LLP 401(k) Plan vs every filed plan by assets

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

$52,921,612 Top 15% higher than 85% 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

Legacy Professionals LLP 401(k) 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 Professionals LLP 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Legacy Professionals LLP 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Legacy Professionals LLP 401(k) Plan end-of-year assets rose from $44M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 320043599 · Legacy Professionals LLP PY 2024 · 401(k)

Legacy Professionals LLP 401(k) Plan · $53M · 164 · 85th

  • PCT $53M
  • EIN 164
  • RANK 85th
  • PHOTO 401(k)
  • IND near 403(b) Thrift Plan for Employees of Thundermist Health Center
  • EOY ind #17273

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Legacy Professionals LLP 401(k) Plan in the asset neighbourhood

Guthy-Renker Ventures, LLC 401(k) PlanGuthy-Renker Ventures, LLC 4…$53MLegacy Professionals LLP 401(k) PlanLegacy Professionals LLP 401…$53M403(b) Thrift Plan for Employees of Thundermist Health Center403(b) Thrift Plan for Emplo…$53MLewis Thomason, P.C. 401(k) Profit Sharing PlanLewis Thomason, P.C. 401(k) …$53MFross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing PlanFross Zelnick Lehrman & Ziss…$53M
End-of-year total assets ($M) among Legacy Professionals LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$53M
Net Income$9M
Employer EIN320043599
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Professionals LLP)

Sponsor-wide plan assets over time

All Legacy Professionals LLP plans reported in each filing year

Latest sponsor-wide plan assets
$53M 70.42612608321713% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $31.1M $52.9M ▲ +70.4%
Year Plans Participants Total Assets
2022 1 133 $31M
2023 1 164 $44M
2024 1 164 $53M

Nearby 401(k) Plans in Illinois

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

Legacy Professionals LLP 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Legacy Professionals LLP 401(k) Plan, Total assets ($B): 0.052921612 · Participants: 164Legacy Professionals LLP 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Legacy Professionals LLP 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Legacy Professionals LLP 401(k) Plan side-by-side with 3 peers →

Legacy Professionals LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Thundermist Health Center in RI ($53M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Legacy Professionals LLP 401(k) Plan assets move in 2024? ▼
Legacy Professionals LLP 401(k) Plan grew sharply - up 20.1% during 2024, from $44M to $53M. Reported net income was $9M.
How have Legacy Professionals LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Professionals LLP's sponsor-wide assets grew 70.4%, from $31M to $53M.
Where does Legacy Professionals LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Legacy Professionals LLP 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Legacy Professionals LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Thundermist Health Center in RI ($53M, 939 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Professionals LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M 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 320043599.

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.