401(k) · DOL Form 5500 · 2024

Legacy Advancement 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 327
Participants Below avg headcount: 49th
Percentile by assets National rank: $21,853
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Legacy Early College 401(k) Plan · Sponsored by Legacy Advancement · South Carolina · Educational Services

$7M in assets, 327 participants

Legacy Advancement's Legacy Early College 401(k) Plan reported $7M in total assets and 327 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

#1,177 in Educational Services (3,638 peers)

Legacy Advancement multi-year trail

Legacy Advancement's plans moved +137.5% in assets from 2022 to 2024; this filing shows Legacy Early College 401(k) Plan at $7M / 327 participants.

#1,177
in Educational Services (3,638 peers): +39.5%
assets growth YoY

Legacy Early College 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Legacy Early College 401(k) Plan vs every filed plan by assets

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

$7,145,920 49th percentile higher than 49% of 123,620 filed plans

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

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

Legacy Early College 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 Early College 401(k) Plan sits mid-pack in the medium band (327 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Legacy Early College 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Legacy Early College 401(k) Plan reported participants rose from 272 in the plan year 2023 filing to 327 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 465664419 · Legacy Advancement PY 2024 · 401(k)

Legacy Early College 401(k) Plan · $7M · 327 · 49th

IND $7M
EOY 327
5500 49th
ASSETS 401(k)
PCT near Boley Centers 401(k) Plan
EIN ind #1177

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 Educational Services retirement plans → · Plans in South Carolina →

End-of-year total assets ($M) among Legacy Early College 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Legacy Advancement multi-year asset trail

Latest sponsor-wide plan assets: $7M 137.52537405014547% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	271	$3M
2023	1	272	$5M
2024	1	327	$7M

Legacy Advancement filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$7M
Net Income	$2M
Employer EIN	465664419
Plan Effective Date	2020-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Legacy Early College 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Michelin 401(k) Savings Plan $4.5B · 15,095
The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
Sonoco Retirement & Savings Plan $1.7B · 11,813
Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
The Milliken Retirement Plan $1.4B · 5,733

Compare Legacy Early College 401(k) Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest 401(k) by assets is Boley Centers 401(k) Plan in FL ($7M); by covered participants it is Farmers Mutual 401(k) Savings Plan in NE (327 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Boley Centers 401(k) Plan (FL) $7M · 197
Snell Services, Inc. 401(k) Plan (NE) $7M · 105
Trent Cadillac Buick Gmc Inc. 401(k) Profit Sharing Plan (NC) $7M · 56
Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan (MI) $7M · 56

Similar participant headcount

Nearest other-state filings by covered participants (327 participants); asset peers above are excluded.

Farmers Mutual 401(k) Savings Plan (NE) 327 · 0 off
Vital Care 401(k) Plan (TN) 327 · 0 off
International Cars, Ltd., Inc. Salary Deferral 401(k) Profit Sharing Plan (MA) 327 · 0 off
Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan (IN) 327 · 0 off

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 Early College 401(k) Plan assets move in 2024? ▼

Legacy Early College 401(k) Plan surged - up 39.5% during 2024, from $5M to $7M. Reported net income was $2M.

How have Legacy Advancement plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Legacy Advancement's sponsor-wide assets grew 137.5%, from $3M to $7M.

Which 401(k) plans are similar in size to Legacy Early College 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Boley Centers 401(k) Plan in FL ($7M, 197 participants).

Which 401(k) plans cover a similar participant headcount to Legacy Early College 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Farmers Mutual 401(k) Savings Plan in NE (327 participants, $81M 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 465664419.