401(k) · DOL Form 5500 · 2024

Legence Holdings LLC 401(k) Plan

Data updated 2026-08-25

$217M
Total assets Near avg plan size
2,464
Participants Above avg headcount
95th
Percentile by assets National rank
$87,997
Avg per participant Below avg balance/head
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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.

  • #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.

#8,472
in Construction (9,039 peers)
+78.1%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Legence 401(k) Plan's outsized position by total assets

Legence 401(k) Plan vs every filed plan by assets

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

$216,823,547 Top 5% higher than 95% 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

Legence 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legence 401(k) Plan lands in the large band (2,464 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 854033009 · Legence Holdings LLC PY 2024 · 401(k)

Legence 401(k) Plan · $217M · 2,464 · 95th

  • PART $217M
  • TYPE 2,464
  • NET 95th
  • BOOK 401(k)
  • VS-ST near The Refresco USA 401(k) Savings & Retirement Plan
  • BOY ind #8472

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 Construction retirement plans → · Plans in California →

Legence 401(k) Plan in the asset neighbourhood

Partner Reinsurance Company of the U.S. 401(k) PlanPartner Reinsurance Company …$217MShort-Elliott-Hendrickson, Inc. Profit Sharing and 401(k) PlanShort-Elliott-Hendrickson, I…$217MLegence 401(k) Plan$217MThe Refresco USA 401(k) Savings & Retirement PlanThe Refresco USA 401(k) Savi…$217MThe Churchill Companies Retirement Savings PlanThe Churchill Companies Reti…$217M
End-of-year total assets ($M) among Legence 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$217M
Net Income$94M
Employer EIN854033009
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legence Holdings LLC)

Sponsor-wide plan assets over time

All Legence Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$217M 166.7507155936544% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $81.3M $217M ▲ +166.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Legence 401(k) Plan, Total assets ($B): 0.216823547 · Participants: 2464Legence 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Legence 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Legence 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is The Refresco USA 401(k) Savings & Retirement Plan in FL ($217M); by covered participants it is Lmi 401(k) Plan in VA (2,464 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,464 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 Legence 401(k) Plan assets move in 2024? ▼
Legence 401(k) Plan surged - up 78.1% during 2024, from $122M to $217M. Reported net income was $94M.
How have Legence Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legence Holdings LLC's sponsor-wide assets grew 166.8%, from $81M to $217M.
Where does Legence 401(k) Plan rank by assets among Form 5500 filers? ▼
Legence 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Legence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Refresco USA 401(k) Savings & Retirement Plan in FL ($217M, 5,064 participants).
Which 401(k) plans cover a similar participant headcount to Legence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lmi 401(k) Plan in VA (2,464 participants, $449M 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 854033009.

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.