Profit Sharing · DOL Form 5500 · 2024
Modern Legacy Holdings Inc. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $5.0M
- Avg per participant High balance/head
Official DOL plan name: Modern Legacy Holdings Inc. Retirement Plan · Sponsored by Modern Legacy Holdings Inc. · Florida · Healthcare & Social Assistance
$5M in assets, 1 participants
Modern Legacy Holdings Inc.'s Modern Legacy Holdings Inc. Retirement Plan reported $5M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,627 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Modern Legacy Holdings Inc. Retirement Plan holds $5M for 1 participant - about $5.0M per participant, in the lower half of filed plans by assets.
- #7,627
- in Healthcare & Social Assistance (16,916 peers)
- $5M
- reported net income
Modern Legacy Holdings Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Modern Legacy Holdings Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,000,000 42nd percentile higher than 42% 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
Modern Legacy Holdings Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Modern Legacy Holdings Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 991334104 · Modern Legacy Holdings Inc. PY 2024 · Profit Sharing
Modern Legacy Holdings Inc. Retirement Plan · $5M · 1 · 42nd
- EIN $5M
- EIN 1
- EIN 42nd
- EIN Profit Sharing
- EIN near The Fonseca Group Inc. Retirement Plan
- EIN ind #7627
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Modern Legacy Holdings Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $5M |
| Employer EIN | 991334104 |
| Plan Effective Date | 2024-02-17 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Modern Legacy Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is The Fonseca Group Inc. Retirement Plan in CT ($5M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.