401(k) · DOL Form 5500 · 2024

Legend Lending Corp. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
72
Participants Small participant base
44th
Percentile by assets National rank
$79,789
Avg per participant Below avg balance/head
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Official DOL plan name: Legend Lending Corp. Retirement Trust · Sponsored by Legend Lending Corp. · Texas · Professional & Technical Services

$6M in assets, 72 participants

Legend Lending Corp.'s Legend Lending Corp. Retirement Trust reported $6M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,529 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Legend Lending Corp. Retirement Trust holds $6M for 72 participants - about $79,789 per participant, in the lower half of filed plans by assets.

#8,529
in Professional & Technical Services (20,173 peers)
+2.9%
assets growth YoY

Legend Lending Corp. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Legend Lending Corp. Retirement Trust vs every filed plan by assets

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

$5,744,811 44th percentile higher than 44% 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

Legend Lending Corp. Retirement Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legend Lending Corp. Retirement Trust is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Legend Lending Corp. Retirement Trust reported net income rose from -$1M in the plan year 2023 filing to $160K in the plan year 2024 filing.
  • Legend Lending Corp. Retirement Trust reported participants fell from 110 in the plan year 2023 filing to 72 in the plan year 2024 filing.
  • Legend Lending Corp. Retirement Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 208157645 · Legend Lending Corp. PY 2024 · 401(k)

Legend Lending Corp. Retirement Trust · $6M · 72 · 44th

  • VS-ST $6M
  • BOY 72
  • SCH 44th
  • EBSA 401(k)
  • PART near Greenstreet 401(k) Plan
  • TYPE ind #8529

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 Texas →

Legend Lending Corp. Retirement Trust in the asset neighbourhood

Legend Lending Corp. Retirement TrustLegend Lending Corp. Retirem…$6MGreenstreet 401(k) Plan$6MYoung Automotive Group 401(k) Plan & TrustYoung Automotive Group 401(k…$6MThe Klein Group 401(k) Profit Sharing Plan & TrustThe Klein Group 401(k) Profi…$6MOcean Partnership for Children Retirement PlanOcean Partnership for Childr…$6M
End-of-year total assets ($M) among Legend Lending Corp. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$160K
Employer EIN208157645
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legend Lending Corp.)

Sponsor-wide plan assets over time

All Legend Lending Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 2.8575280580217903% vs 2023
2024 filing year
$5.55M$5.6M$5.65M$5.7M$5.75M$5.8M 20232024 $5.59M $5.74M ▲ +2.7%
Year Plans Participants Total Assets
2023 1 110 $6M
2024 1 72 $6M

Nearby 401(k) Plans in Texas

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

Legend Lending Corp. Retirement Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Legend Lending Corp. Retirement Trust, Total assets ($B): 0.005744811 · Participants: 72Legend Lending Corp. Retirement TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Legend Lending Corp. Retirement Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Legend Lending Corp. Retirement Trust side-by-side with 3 peers →

Legend Lending Corp. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Greenstreet 401(k) Plan in FL ($6M); by covered participants it is Hi-Tek Professional 401(k) Plan in PA (72 participants). Same-state nearby plans are listed separately above.

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 Legend Lending Corp. Retirement Trust assets move in 2024? ▼
Legend Lending Corp. Retirement Trust edged up modestly - up 2.9% during 2024, from $6M to $6M. Reported net income was $160K.
How have Legend Lending Corp. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Legend Lending Corp.'s sponsor-wide assets grew 2.9%, from $6M to $6M.
Which 401(k) plans are similar in size to Legend Lending Corp. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Greenstreet 401(k) Plan in FL ($6M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Legend Lending Corp. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hi-Tek Professional 401(k) Plan in PA (72 participants, $13M 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 208157645.

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.