ESOP · DOL Form 5500 · 2024

American Legend Services, Inc. ESOP

Data updated 2026-08-25

$121M
Total assets Near avg plan size
138
Participants Small participant base
92nd
Percentile by assets National rank
$880,240
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Legend Services, Inc. Employee Stock Ownership Plan · Sponsored by American Legend Services, Inc. · Texas · Construction

$121M in assets, 138 participants

American Legend Services, Inc.'s American Legend Services, Inc. Employee Stock Ownership Plan reported $121M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,156 in Construction (9,039 peers)

Coverage in Texas

American Legend Services, Inc. Employee Stock Ownership Plan covers 138 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $121M.

#8,156
in Construction (9,039 peers)
+12.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

American Legend Services, Inc. Employee Stock Ownership Plan's outsized position by total assets

American Legend Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$121,473,060 Top 8% higher than 92% 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

American Legend Services, 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. American Legend Services, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Legend Services, Inc. Employee Stock Ownership Plan reported net income fell from $43M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • American Legend Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $108M in the plan year 2023 filing to $121M in the plan year 2024 filing.
  • American Legend Services, Inc. Employee Stock Ownership Plan reported participants fell from 140 in the plan year 2023 filing to 138 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 814800909 · American Legend Services, Inc. PY 2024 · ESOP

American Legend Services, Inc. Employee Stock Ownership Plan · $121M · 138 · 92nd

  • TYPE $121M
  • TYPE 138
  • TYPE 92nd
  • TYPE ESOP
  • TYPE near The Bernard Group Inc. Employee Stock Ownership Plan
  • TYPE ind #8156

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 Texas →

American Legend Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Interstate Personnel Services, Inc. Employee Stock Ownership PlanInterstate Personnel Service…$123MFairway Independent Mortgage Corporation Employee Stock OwnershipFairway Independent Mortgage…$123MThe Bernard Group Inc. Employee Stock Ownership PlanThe Bernard Group Inc. Emplo…$123MAmerican Legend Services, Inc. Employee Stock Ownership PlanAmerican Legend Services, In…$121MRocky Mountain Atv, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Emp…$120M
End-of-year total assets ($M) among American Legend Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$121M
Net Income$13M
Employer EIN814800909
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Legend Services, Inc.)

Sponsor-wide plan assets over time

All American Legend Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$148M 80.24962350017078% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $81.9M $148M ▲ +80.2%
Year Plans Participants Total Assets
2022 2 294 $82M
2023 2 303 $130M
2024 2 309 $148M

Nearby ESOP Plans in Texas

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

American Legend Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants American Legend Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.12147306 · Participants: 138American Legend Services, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
American Legend Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

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

Outside Texas, the nearest ESOP by assets is The Bernard Group Inc. Employee Stock Ownership Plan in MN ($123M); by covered participants it is Total Water Treatment Systems, Inc. Employee Stock Ownership Plan in WI (138 participants). Same-state nearby plans are listed separately above.

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 American Legend Services, Inc. Employee Stock Ownership Plan assets move in 2024?
American Legend Services, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.2% during 2024, from $108M to $121M. Reported net income was $13M.
How have American Legend Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), American Legend Services, Inc.'s sponsor-wide assets grew 80.2%, from $82M to $148M.
Where does American Legend Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
American Legend Services, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to American Legend Services, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is The Bernard Group Inc. Employee Stock Ownership Plan in MN ($123M, 758 participants).
Which ESOP plans cover a similar participant headcount to American Legend Services, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Total Water Treatment Systems, Inc. Employee Stock Ownership Plan in WI (138 participants, $17M in assets).