401(k) · DOL Form 5500 · 2022

Legacy Tax Consulting, Inc. 401(k) Plan

Data updated 2026-08-25

$193K
Total assets Small plan by assets
3
Participants Small participant base
10th
Percentile by assets National rank
$64,256
Avg per participant Low balance/head
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Official DOL plan name: Legacy Tax Consulting, Inc. 401(k) Plan · Sponsored by Legacy Tax Consulting, Inc. · California · Professional & Technical Services

$193K in assets, 3 participants

Legacy Tax Consulting, Inc.'s Legacy Tax Consulting, Inc. 401(k) Plan reported $193K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,843 in Professional & Technical Services (21,562 peers)

Legacy Tax Consulting, Inc. multi-year trail

Legacy Tax Consulting, Inc.'s plans moved +146.0% in assets from 2022 to 2024; this filing shows Legacy Tax Consulting, Inc. 401(k) Plan at $193K / 3 participants.

#1,843
in Professional & Technical Services (21,562 peers)
+22.7%
assets growth YoY

Legacy Tax Consulting, Inc. 401(k) Plan among the smaller filed plans by assets

Legacy Tax Consulting, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$192,768 10th percentile higher than 10% of 139,123 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 2022

Legacy Tax Consulting, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Tax Consulting, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 842559327 · Legacy Tax Consulting, Inc. PY 2022 · 401(k)

Legacy Tax Consulting, Inc. 401(k) Plan · $193K · 3 · 10th

  • IND $193K
  • EOY 3
  • 5500 10th
  • ASSETS 401(k)
  • PCT near Senrab Health Inc. 401(k) Plan
  • EIN ind #1843

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 Professional & Technical Services retirement plans → · Plans in California →

Legacy Tax Consulting, Inc. 401(k) Plan in the asset neighbourhood

Legacy Tax Consulting, Inc. 401(k) PlanLegacy Tax Consulting, Inc. …$193KSenrab Health Inc. 401(k) PlanSenrab Health Inc. 401(k) Pl…$193KJlp Management, LLC 401(k) Profit Sharing Plan and TrustJlp Management, LLC 401(k) P…$193KIawl Ventures , Inc. 401(k) Profit Sharing PlanIawl Ventures , Inc. 401(k) …$193KYoucode Corp. 401(k) Plan$193K
End-of-year total assets ($M) among Legacy Tax Consulting, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Legacy Tax Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Legacy Tax Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$474K 146.03616782868525% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.19M $0.47M ▲ +147.4%
Year Plans Participants Total Assets
2022 1 3 $193K
2023 1 3 $243K
2024 2 6 $474K

Legacy Tax Consulting, Inc. filing trail (2022)

Total Assets (Beginning of Year)$157K
Net Assets (End of Year)$193K
Net Income$36K
Employer EIN842559327
Plan Effective Date2019-07-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Legacy Tax Consulting, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Legacy Tax Consulting, Inc. 401(k) Plan, Total assets ($B): 0.000192768 · Participants: 3Legacy Tax Consulting, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Legacy Tax Consulting, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Legacy Tax Consulting, Inc. 401(k) Plan side-by-side with 3 peers →

Legacy Tax Consulting, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Senrab Health Inc. 401(k) Plan in IN ($193K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($193K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Legacy Tax Consulting, Inc. 401(k) Plan assets move in 2022? ▼
Legacy Tax Consulting, Inc. 401(k) Plan grew sharply - up 22.7% during 2022, from $157K to $193K. Reported net income was $36K.
How have Legacy Tax Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Tax Consulting, Inc.'s sponsor-wide assets grew 146.0%, from $193K to $474K.
Where does Legacy Tax Consulting, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Legacy Tax Consulting, Inc. 401(k) Plan ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Legacy Tax Consulting, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Senrab Health Inc. 401(k) Plan in IN ($193K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Legacy Tax Consulting, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 842559327.

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.