ESOP · DOL Form 5500 · 2024

Legend Holding Company, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
154
Participants Small participant base
69th
Percentile by assets National rank
$121,429
Avg per participant Near avg balance/head
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Official DOL plan name: Legend Holding Company, Inc. Employee Stock Ownership Plan · Sponsored by Legend Holding Company, Inc. · Michigan · Wholesale Trade

$19M in assets, 154 participants

Legend Holding Company, Inc.'s Legend Holding Company, Inc. Employee Stock Ownership Plan reported $19M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,911 in Wholesale Trade (6,080 peers)

Coverage in Michigan

Legend Holding Company, Inc. Employee Stock Ownership Plan covers 154 participants in Michigan, about 24% of the average Michigan filer (state average ~638 per filing). Assets: $19M.

#3,911
in Wholesale Trade (6,080 peers)
+34.6%
assets growth YoY

Legend Holding Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

Legend Holding Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,700,000 Top 31% higher than 69% 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

Legend Holding Company, Inc. Employee Stock Ownership 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. Legend Holding Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Legend Holding Company, Inc. Employee Stock Ownership Plan reported net income rose from -$175M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Legend Holding Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Legend Holding Company, Inc. Employee Stock Ownership Plan reported participants rose from 143 in the plan year 2023 filing to 154 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 933621418 · Legend Holding Company, Inc. PY 2024 · ESOP

Legend Holding Company, Inc. Employee Stock Ownership Plan · $19M · 154 · 69th

  • EOY $19M
  • EOY 154
  • EOY 69th
  • EOY ESOP
  • EOY near Unison Solutions, Inc. Employee Stock Ownership Plan
  • EOY ind #3911

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 What is an ESOP? → · Plans in Michigan →

Legend Holding Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Enroute Computer Solutions ESOPEnroute Computer Solutions E…$19MGenco Stamping and Manufacturing Company Employee Stock Ownership PlanGenco Stamping and Manufactu…$19MCascade Energy Employee Stock Ownership Plan and TrustCascade Energy Employee Stoc…$19MLegend Holding Company, Inc. Employee Stock Ownership PlanLegend Holding Company, Inc.…$19MUnison Solutions, Inc. Employee Stock Ownership PlanUnison Solutions, Inc. Emplo…$19M
End-of-year total assets ($M) among Legend Holding Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)-$168M
Net Income$8M
Employer EIN933621418
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legend Holding Company, Inc.)

Sponsor-wide plan assets over time

All Legend Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 34.631429901698176% vs 2023
2024 filing year
$12M$14M$16M$18M$20M 20232024 $13.9M $18.7M ▲ +34.6%
Year Plans Participants Total Assets
2023 1 143 $14M
2024 1 154 $19M

Nearby ESOP Plans in Michigan

Peer ESOP plans, same state, same plan type, ranked by total assets.

Legend Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -0.500.511.52 Total assets ($B) Participants Legend Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0187 · Participants: 154Legend Holding Company, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.551258212 · Participants: 1780Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.899849551 · Participants: 1936The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.452711138 · Participants: 1284Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.410252812 · Participants: 218Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.250474411 · Participants: 565Lee Contracting, Inc. Employee Stock Ownership Plan
Legend Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Legend Holding Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Legend Holding Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Unison Solutions, Inc. Employee Stock Ownership Plan in IA ($19M); by covered participants it is Whitewood Industries, Inc. Employee Stock Ownership Plan in NC (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Legend Holding Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Legend Holding Company, Inc. Employee Stock Ownership Plan surged - up 34.6% during 2024, from $14M to $19M. Reported net income was $8M.
How have Legend Holding Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Legend Holding Company, Inc.'s sponsor-wide assets grew 34.6%, from $14M to $19M.
Which ESOP plans are similar in size to Legend Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Unison Solutions, Inc. Employee Stock Ownership Plan in IA ($19M, 49 participants).
Which ESOP plans cover a similar participant headcount to Legend Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Whitewood Industries, Inc. Employee Stock Ownership Plan in NC (154 participants, $17M 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 933621418.

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.