401(k) · DOL Form 5500 · 2024

Legend Bank 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
181
Participants Below avg headcount
80th
Percentile by assets National rank
$205,796
Avg per participant Above avg balance/head
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Official DOL plan name: Legend Bank Employee Stock Ownership and 401(k) Plan · Sponsored by Legend Bank · Texas · Finance & Insurance

$37M in assets, 181 participants

Legend Bank's Legend Bank Employee Stock Ownership and 401(k) Plan reported $37M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,952 in Finance & Insurance (8,549 peers)

Coverage in Texas

Legend Bank Employee Stock Ownership and 401(k) Plan covers 181 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $37M.

#5,952
in Finance & Insurance (8,549 peers)
+8.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Legend Bank Employee Stock Ownership and 401(k) Plan's outsized position by total assets

Legend Bank Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$37,249,087 Top 20% higher than 80% 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 Bank Employee Stock Ownership and 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 Bank Employee Stock Ownership and 401(k) Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Legend Bank Employee Stock Ownership and 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Legend Bank Employee Stock Ownership and 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Legend Bank Employee Stock Ownership and 401(k) Plan reported participants rose from 178 in the plan year 2023 filing to 181 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 750150372 · Legend Bank PY 2024 · 401(k)

Legend Bank Employee Stock Ownership and 401(k) Plan · $37M · 181 · 80th

  • BOOK $37M
  • VS-ST 181
  • BOY 80th
  • SCH 401(k)
  • EBSA near Futuretech Holding Company 401(k) Plan
  • PART ind #5952

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 Finance & Insurance retirement plans → · Plans in Texas →

Legend Bank Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Legend Bank Employee Stock Ownership and 401(k) PlanLegend Bank Employee Stock O…$37MFuturetech Holding Company 401(k) PlanFuturetech Holding Company 4…$37MCodilis & Associates, P. C. 401(k) Profit Sharing PlanCodilis & Associates, P. C. …$37MOvation Healthcare Retirement Savings PlanOvation Healthcare Retiremen…$37MFamily Allergy & Asthma Safe Harbor 401(k) PlanFamily Allergy & Asthma Safe…$37M
End-of-year total assets ($M) among Legend Bank Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN750150372
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legend Bank)

Sponsor-wide plan assets over time

All Legend Bank plans reported in each filing year

Latest sponsor-wide plan assets
$37M 24.34097916130972% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30M $37.3M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 165 $30M
2023 1 178 $34M
2024 1 181 $37M

Nearby 401(k) Plans in Texas

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

Legend Bank Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Legend Bank Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.037249087 · Participants: 181Legend Bank Employee Stock Ownership and 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Legend Bank Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Legend Bank Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

Legend Bank Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Futuretech Holding Company 401(k) Plan in GA ($37M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Bank Employee Stock Ownership and 401(k) Plan assets move in 2024? ▼
Legend Bank Employee Stock Ownership and 401(k) Plan grew at a solid clip - up 8.8% during 2024, from $34M to $37M. Reported net income was $3M.
How have Legend Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legend Bank's sponsor-wide assets grew 24.3%, from $30M to $37M.
Where does Legend Bank Employee Stock Ownership and 401(k) Plan rank by assets among Form 5500 filers? ▼
Legend Bank Employee Stock Ownership and 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Legend Bank Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Futuretech Holding Company 401(k) Plan in GA ($37M, 939 participants).
Which 401(k) plans cover a similar participant headcount to Legend Bank Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants, N/A 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 750150372.

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.