401(k) · DOL Form 5500 · 2024

Legacy Restoration, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 314
Participants Below avg headcount: 42nd
Percentile by assets National rank: $15,588
Avg per participant Low balance/head

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Official DOL plan name: Legacy Restoration 401(k) Plan · Sponsored by Legacy Restoration, LLC · Minnesota · Construction

$5M in assets, 314 participants

Legacy Restoration, LLC's Legacy Restoration 401(k) Plan reported $5M in total assets and 314 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.

#3,623 in Construction (9,039 peers)

Coverage in Minnesota

Legacy Restoration 401(k) Plan covers 314 participants in Minnesota, about 28% of the average Minnesota filer (state average ~1,126 per filing). Assets: $5M.

#3,623
in Construction (9,039 peers): +64.1%
assets growth YoY

Legacy Restoration 401(k) Plan's mid-pack asset rank among Construction and all filers

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

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

$4,894,703 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 Restoration 401(k) 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 Restoration 401(k) Plan sits mid-pack in the medium band (314 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Legacy Restoration 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Legacy Restoration 401(k) Plan reported participants rose from 217 in the plan year 2023 filing to 314 in the plan year 2024 filing.
Legacy Restoration 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 352433040 · Legacy Restoration, LLC PY 2024 · 401(k)

Legacy Restoration 401(k) Plan · $5M · 314 · 42nd

IND $5M
IND 314
IND 42nd
IND 401(k)
IND near Finch & Maloney PLLC 401(k) Plan
IND ind #3623

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 Construction retirement plans → · Plans in Minnesota →

End-of-year total assets ($M) among Legacy Restoration 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$2M
Employer EIN	352433040
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Legacy Restoration, LLC)

Latest sponsor-wide plan assets: $5M 207.13673465289872% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	153	$2M
2023	1	217	$3M
2024	1	314	$5M

Nearby 401(k) Plans in Minnesota

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

Legacy Restoration 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Wells Fargo & Company 401(k) Plan $57.9B · 179,076
Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
Target Corporation 401(k) Plan $14.4B · 409,649
Medtronic Savings and Investment Plan $13.7B · 38,480
U.S. Bank 401(k) Savings Plan $11.4B · 73,109

Compare Legacy Restoration 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Finch & Maloney PLLC 401(k) Plan in NH ($5M); by covered participants it is Data Center, Inc. Savings & Retirement Plan in KS (314 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Finch & Maloney PLLC 401(k) Plan (NH) $5M · 24
Dyna-Empire, Inc Tax Deferred Savings Plan (NY) $5M · 88
U.S. Bulk Transport, Inc. 401(k) Plan (PA) $5M · 81
Stephen Izzi Trucking Rigging Inc 401(k) Profit Sharing Plan (NJ) $5M · 115

Similar participant headcount

Nearest other-state filings by covered participants (314 participants); asset peers above are excluded.

Data Center, Inc. Savings & Retirement Plan (KS) 314 · 0 off
Truebeck Construction, Inc. 401(k) Plan (CA) 314 · 0 off
Roman Eagle 401(k) Plan (VA) 314 · 0 off
Wcf 401(k) Plan (UT) 314 · 0 off

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 Legacy Restoration 401(k) Plan assets move in 2024? ▼

Legacy Restoration 401(k) Plan surged - up 64.1% during 2024, from $3M to $5M. Reported net income was $2M.

How have Legacy Restoration, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Legacy Restoration, LLC's sponsor-wide assets grew 207.1%, from $2M to $5M.

Which 401(k) plans are similar in size to Legacy Restoration 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Finch & Maloney PLLC 401(k) Plan in NH ($5M, 24 participants).

Which 401(k) plans cover a similar participant headcount to Legacy Restoration 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Data Center, Inc. Savings & Retirement Plan in KS (314 participants, $64M 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 352433040.