401(k) · DOL Form 5500 · 2024
Legacy Holding Company 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 48
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $748,598
- Avg per participant High balance/head
Official DOL plan name: Legacy Holding Company 401(k) Plan · Sponsored by Legacy Holding Company · Texas · Finance & Insurance
$36M in assets, 48 participants
Legacy Holding Company's Legacy Holding Company 401(k) Plan reported $36M in total assets and 48 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.
- #5,879 in Finance & Insurance (8,549 peers)
Where Legacy Holding Company 401(k) Plan sits by assets
Legacy Holding Company 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 48 participants (~$748,598/participant), up 14.8% in 2024.
- #5,879
- in Finance & Insurance (8,549 peers)
- +14.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Legacy Holding Company 401(k) Plan's outsized position by total assets
Legacy Holding Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,932,704 Top 20% higher than 80% 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 Holding Company 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 Holding Company 401(k) Plan is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy Holding Company 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Legacy Holding Company 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Legacy Holding Company 401(k) Plan reported participants fell from 51 in the plan year 2023 filing to 48 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 760204762 · Legacy Holding Company PY 2024 · 401(k)
Legacy Holding Company 401(k) Plan · $36M · 48 · 80th
- BOY $36M
- SCH 48
- EBSA 80th
- PART 401(k)
- TYPE near Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan
- NET ind #5879
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 →
Legacy Holding Company 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $5M |
| Employer EIN | 760204762 |
| Plan Effective Date | 1978-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Holding Company)
Sponsor-wide plan assets over time
All Legacy Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 41.22256207498617% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $25M |
| 2023 | 1 | 51 | $31M |
| 2024 | 1 | 48 | $36M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Legacy Holding Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan in TN ($36M); by covered participants it is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan (TN) $36M · 253
- Stark Truss Company, Inc. Employee 401(k) Plan (OH) $36M · 678
- Hybrid Promotions, LLC Incentive Savings Plan (CA) $36M · 448
- Pubrec, LLC 401(k) Plan (CA) $36M · 147
Similar participant headcount
Nearest other-state filings by covered participants (48 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.