401(k) · DOL Form 5500 · 2024
Legacy Funeral Group, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 855
- Participants Near avg headcount
- 61st
- Percentile by assets National rank
- $14,885
- Avg per participant Low balance/head
Official DOL plan name: Legacy Funeral Group Employees Retirement Savings Plan · Sponsored by Legacy Funeral Group, L.L.C. · Texas · Other Services
$13M in assets, 855 participants
Legacy Funeral Group, L.L.C.'s Legacy Funeral Group Employees Retirement Savings Plan reported $13M in total assets and 855 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #6,023 in Other Services (7,719 peers)
Legacy Funeral Group, L.L.C. multi-year trail
Legacy Funeral Group, L.L.C.'s plans moved +46.3% in assets from 2022 to 2024; this filing shows Legacy Funeral Group Employees Retirement Savings Plan at $13M / 855 participants.
- #6,023
- in Other Services (7,719 peers)
- +21.1%
- assets growth YoY
Legacy Funeral Group Employees Retirement Savings Plan's mid-pack asset rank among Other Services and all filers
Legacy Funeral Group Employees Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,726,435 Top 39% higher than 61% 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 Funeral Group Employees Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Funeral Group Employees Retirement Savings Plan sits mid-pack in the medium band (855 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy Funeral Group Employees Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Legacy Funeral Group Employees Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Legacy Funeral Group Employees Retirement Savings Plan reported participants rose from 803 in the plan year 2023 filing to 855 in the plan year 2024 filing.
DOL schedule card
Filing strip 820562929 · Legacy Funeral Group, L.L.C. PY 2024 · 401(k)
Legacy Funeral Group Employees Retirement Savings Plan · $13M · 855 · 61st
- EIN $13M
- RANK 855
- PHOTO 61st
- IND 401(k)
- EOY near Chemdesign Products, Inc. 401(k) Plan
- 5500 ind #6023
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 Other Services retirement plans → · Plans in Texas →
Legacy Funeral Group Employees Retirement Savings Plan in the asset neighbourhood
Legacy Funeral Group, L.L.C. multi-year asset trail
Sponsor-wide plan assets over time
All Legacy Funeral Group, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 46.34828320909219% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 646 | $9M |
| 2023 | 1 | 803 | $11M |
| 2024 | 1 | 855 | $13M |
Legacy Funeral Group, L.L.C. filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 820562929 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
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 Funeral Group Employees Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Chemdesign Products, Inc. 401(k) Plan in WI ($13M); by covered participants it is Tep Holdings 401(k) Plan in NC (855 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Chemdesign Products, Inc. 401(k) Plan (WI) $13M · 146
- Crossfire Consulting Employees Retirement Plan (NY) $13M · 20
- The Cason Group Retirement Plan (SC) $13M · 196
- James-Bates-Brannan-Groover LLP 401(k) Plan (GA) $13M · 119
Similar participant headcount
Nearest other-state filings by covered participants (855 participants); asset peers above are excluded.
- Tep Holdings 401(k) Plan (NC) 855 · 0 off
- Kaufman Trailers 401(k) Plan (NC) 855 · 0 off
- Perkins Eastman Architects, Dpc 401(k) Plan (NY) 855 · 0 off
- Applied Composites Retirement Plan (CA) 855 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.