401(k) · DOL Form 5500 · 2024
Legence Holdings LLC 401(k) Plan
Data updated 2026-08-11
- $217M
- Total assets
- 2,464
- Participants
- 95th
- Percentile by assets
- $87,997
- Avg per participant
Official DOL plan name: Legence 401(k) Plan · Sponsored by Legence Holdings LLC · California · Construction
$217M in assets, 2,464 participants
Legence Holdings LLC's Legence 401(k) Plan reported $217M in total assets and 2,464 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #8,472 in Construction (9,039 peers)
Coverage in California
Legence 401(k) Plan covers 2,464 participants in California, 3.9x the typical California plan (state average ~630 per filing). Assets: $217M.
- $217M
- total plan assets (2024 EOY)
- 2,464
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $87,997
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legence 401(k) Plan reported net income rose from $40M in the plan year 2023 filing to $94M in the plan year 2024 filing.
- Legence 401(k) Plan end-of-year assets rose from $122M in the plan year 2023 filing to $217M in the plan year 2024 filing.
- Legence 401(k) Plan reported participants fell from 2,726 in the plan year 2023 filing to 2,464 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Legence 401(k) Plan reports 2,464 participants - 3.9x that state average ($217M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $217M |
| Net Income | $94M |
| Employer EIN | 854033009 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legence Holdings LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,229 | $81M |
| 2023 | 1 | 2,726 | $122M |
| 2024 | 1 | 2,464 | $217M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Legence 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Legence 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Legence 401(k) Plan assets move in 2024? ▼
How have Legence Holdings LLC plan assets changed over time? ▼
Where does Legence 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Legence 401(k) Plan? ▼
Next read for Legence 401(k) Plan
Filing takeaways
Ways to act on Legence 401(k) Plan's numbers.
- By total assets, Legence 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Legence Holdings LLC's sponsor-wide assets have grown 166.8% since 2022 across 3 plan years on file. More Construction plans