401(k) · DOL Form 5500 · 2024

Legacy Partners II, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 22
Participants Small participant base: 27th
Percentile by assets National rank: $72,301
Avg per participant Below avg balance/head

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Official DOL plan name: Legacy Partners II 401(k) Plan · Sponsored by Legacy Partners II, LLC · Michigan · Finance & Insurance

$2M in assets, 22 participants

Legacy Partners II, LLC's Legacy Partners II 401(k) Plan reported $2M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#1,424 in Finance & Insurance (8,549 peers)

Legacy Partners II, LLC multi-year trail

Legacy Partners II, LLC's plans moved +32.7% in assets from 2023 to 2024; this filing shows Legacy Partners II 401(k) Plan at $2M / 22 participants.

#1,424
in Finance & Insurance (8,549 peers): +32.7%
assets growth YoY

Legacy Partners II 401(k) Plan among the smaller filed plans by assets

Legacy Partners II 401(k) Plan vs every filed plan by assets

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

$1,590,611 27th percentile higher than 27% 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 Partners II 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Partners II 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

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 Partners II 401(k) Plan reported net income rose from $277K in the plan year 2023 filing to $392K in the plan year 2024 filing.
Legacy Partners II 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 472941697 · Legacy Partners II, LLC PY 2024 · 401(k)

Legacy Partners II 401(k) Plan · $2M · 22 · 27th

VS-ST $2M
VS-ST 22
VS-ST 27th
VS-ST 401(k)
VS-ST near Afs Global Technology Solutions
VS-ST ind #1424

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 Michigan →

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

Legacy Partners II, LLC multi-year asset trail

Latest sponsor-wide plan assets: $2M 32.74804751722975% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	22	$1M
2024	1	22	$2M

Legacy Partners II, LLC filing trail (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$392K
Employer EIN	472941697
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Legacy Partners II 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497

Compare Legacy Partners II 401(k) Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Afs Global Technology Solutions in OR ($2M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Afs Global Technology Solutions (OR) $2M · 22
Wilder Care Corporation 401(k) Profit Sharing Plan (TX) $2M · 21
Lambda Research Corporation 401(k) Plan (MA) $2M · 10
Domrico Inc. 401(k) Plan (TX) $2M · 16

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
Lycera Corp 401(k) Plan (PA) 22 · 0 off
H3meier Corporation 401(k) Plan (NE) 22 · 0 off
Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 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 Partners II 401(k) Plan assets move in 2024? ▼

Legacy Partners II 401(k) Plan surged - up 32.7% during 2024, from $1M to $2M. Reported net income was $392K.

How have Legacy Partners II, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Legacy Partners II, LLC's sponsor-wide assets grew 32.7%, from $1M to $2M.

Which 401(k) plans are similar in size to Legacy Partners II 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Afs Global Technology Solutions in OR ($2M, 22 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 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 472941697.