ESOP · DOL Form 5500 · 2024
Legacy Mechanical Group, Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 190
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $26,368
- Avg per participant Low balance/head
Official DOL plan name: Legacy Mechanical Group, Inc. Employee Stock Ownership Plan · Sponsored by Legacy Mechanical Group, Inc. · Ohio · Management of Enterprises
$5M in assets, 190 participants
Legacy Mechanical Group, Inc.'s Legacy Mechanical Group, Inc. Employee Stock Ownership Plan reported $5M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #324 in Management of Enterprises (1,133 peers)
Coverage in Ohio
Legacy Mechanical Group, Inc. Employee Stock Ownership Plan covers 190 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $5M.
- #324
- in Management of Enterprises (1,133 peers)
- $1M
- reported net income
Legacy Mechanical Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers
Legacy Mechanical Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,010,000 42nd percentile higher than 42% 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 Mechanical Group, Inc. Employee Stock Ownership 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 Mechanical Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (190 participants).
Plan-year Form 5500 strip
Filing strip 994517797 · Legacy Mechanical Group, Inc. PY 2024 · ESOP
Legacy Mechanical Group, Inc. Employee Stock Ownership Plan · $5M · 190 · 42nd
- PART $5M
- TYPE 190
- NET 42nd
- BOOK ESOP
- VS-ST near Banning Engineering Employee Stock Ownership Plan
- BOY ind #324
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 What is an ESOP? → · Plans in Ohio →
Legacy Mechanical Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $1M |
| Employer EIN | 994517797 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Legacy Mechanical Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Banning Engineering Employee Stock Ownership Plan in IN ($5M); by covered participants it is Lancaster Burns Construction, Inc. Employee Stock Ownership Plan in CA (190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (190 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.