401(k) · DOL Form 5500 · 2024

True Legacy 401(k) Plan

Data updated 2026-08-25

$511K
Total assets Small plan by assets
72
Participants Small participant base
18th
Percentile by assets National rank
$7,094
Avg per participant Low balance/head
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Official DOL plan name: True Legacy 401(k) Plan · Sponsored by True Legacy · California · Real Estate

$511K in assets, 72 participants

True Legacy's True Legacy 401(k) Plan reported $511K in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,407 in Real Estate (4,605 peers)

2024 asset change

True Legacy 401(k) Plan surged 64.1% in 2024 ($311K → $511K) for 72 participants.

#1,407
in Real Estate (4,605 peers)
+64.1%
assets growth YoY

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

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

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

$510,752 18th percentile higher than 18% 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

True Legacy 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. True Legacy 401(k) Plan is a small filing (72 participants) on this national headcount ladder.

DOL schedule card

Filing strip 831985983 · True Legacy PY 2024 · 401(k)

True Legacy 401(k) Plan · $511K · 72 · 18th

  • EIN $511K
  • EIN 72
  • EIN 18th
  • EIN 401(k)
  • EIN near Ws Weiss Cpa PC 401(k) Plan
  • EIN ind #1407

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 Real Estate retirement plans → · Plans in California →

True Legacy 401(k) Plan in the asset neighbourhood

True Legacy 401(k) Plan$511KWs Weiss Cpa PC 401(k) Plan$511KSiris Pharmaceutical Services 401(k) Profit Sharing Plan & TrustSiris Pharmaceutical Service…$511KBac Transportation LLC 401(k) PlanBac Transportation LLC 401(k…$511KJemicalia Inc. 401(k) Plan$511K
End-of-year total assets ($M) among True Legacy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$311K
Net Assets (End of Year)$511K
Net Income$199K
Employer EIN831985983
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

True Legacy 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants True Legacy 401(k) Plan, Total assets ($B): 0.000510752 · Participants: 72True Legacy 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
True Legacy 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare True Legacy 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ws Weiss Cpa PC 401(k) Plan in AZ ($511K); by covered participants it is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($511K here).

Similar participant headcount

Nearest other-state filings by covered participants (72 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 True Legacy 401(k) Plan assets move in 2024? ▼
True Legacy 401(k) Plan surged - up 64.1% during 2024, from $311K to $511K. Reported net income was $199K.
Where does True Legacy 401(k) Plan rank by assets among Form 5500 filers? ▼
True Legacy 401(k) Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to True Legacy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ws Weiss Cpa PC 401(k) Plan in AZ ($511K, 4 participants).
Which 401(k) plans cover a similar participant headcount to True Legacy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants, $5M 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 831985983.

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.