401(k) · DOL Form 5500 · 2024

Legend Valve & Fitting, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
136
Participants Small participant base
66th
Percentile by assets National rank
$119,145
Avg per participant Near avg balance/head
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Official DOL plan name: Legend Valve 401(k)Plan · Sponsored by Legend Valve & Fitting, Inc. · Michigan · Wholesale Trade

$16M in assets, 136 participants

Legend Valve & Fitting, Inc.'s Legend Valve 401(k)Plan reported $16M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,629 in Wholesale Trade (6,080 peers)

Coverage in Michigan

Legend Valve 401(k)Plan covers 136 participants in Michigan, about 21% of the average Michigan filer (state average ~638 per filing). Assets: $16M.

#3,629
in Wholesale Trade (6,080 peers)
+15.7%
assets growth YoY

Legend Valve 401(k)Plan's mid-pack asset rank among Wholesale Trade and all filers

Legend Valve 401(k)Plan vs every filed plan by assets

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

$16,203,662 Top 34% higher than 66% 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 Valve 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. Legend Valve 401(k)Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Legend Valve 401(k)Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Legend Valve 401(k)Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Legend Valve 401(k)Plan reported participants rose from 126 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 382811840 · Legend Valve & Fitting, Inc. PY 2024 · 401(k)

Legend Valve 401(k)Plan · $16M · 136 · 66th

  • PART $16M
  • PART 136
  • PART 66th
  • PART 401(k)
  • PART near Price Engineering Company, Inc. Employees' Retirement Plan
  • PART ind #3629

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 Wholesale Trade retirement plans → · Plans in Michigan →

Legend Valve 401(k)Plan in the asset neighbourhood

Price Engineering Company, Inc. Employees' Retirement PlanPrice Engineering Company, I…$16MLegend Valve 401(k)Plan$16MO'connell Robertson, Inc. 401(k) Plan and TrustO'connell Robertson, Inc. 40…$16MHayden Beverage Company 401(k) Profit Sharing PlanHayden Beverage Company 401(…$16MPep Printing, Inc. 401(k) Profit Sharing PlanPep Printing, Inc. 401(k) Pr…$16M
End-of-year total assets ($M) among Legend Valve 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN382811840
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legend Valve & Fitting, Inc.)

Sponsor-wide plan assets over time

All Legend Valve & Fitting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.61622619947465% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $16.2M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 109 $11M
2023 1 126 $14M
2024 1 136 $16M

Nearby 401(k) Plans in Michigan

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

Legend Valve 401(k)Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Legend Valve 401(k)Plan, Total assets ($B): 0.016203662 · Participants: 136Legend Valve 401(k)PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Legend Valve 401(k)Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Legend Valve 401(k)Plan side-by-side with 3 peers →

Legend Valve 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Price Engineering Company, Inc. Employees' Retirement Plan in WI ($16M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Valve 401(k)Plan assets move in 2024? ▼
Legend Valve 401(k)Plan grew sharply - up 15.7% during 2024, from $14M to $16M. Reported net income was $2M.
How have Legend Valve & Fitting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legend Valve & Fitting, Inc.'s sponsor-wide assets grew 42.6%, from $11M to $16M.
Which 401(k) plans are similar in size to Legend Valve 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Price Engineering Company, Inc. Employees' Retirement Plan in WI ($16M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Legend Valve 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 382811840.

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.