401(k) · DOL Form 5500 · 2024

Coldwell Banker Legacy 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
76
Participants Small participant base
29th
Percentile by assets National rank
$26,043
Avg per participant Low balance/head
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Official DOL plan name: Coldwell Banker Legacy 401(k) Profit Sharing Plan · Sponsored by Coldwell Banker Legacy · New Mexico · Real Estate

$2M in assets, 76 participants

Coldwell Banker Legacy's Coldwell Banker Legacy 401(k) Profit Sharing Plan reported $2M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,244 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Coldwell Banker Legacy 401(k) Profit Sharing Plan ranks #2,244 of 4,605 2024 filers by assets (1312% of the sector average)-$2M for 76 participants.

#2,244
in Real Estate (4,605 peers)
+1.6%
assets growth YoY

Coldwell Banker Legacy 401(k) Profit Sharing Plan among the smaller filed plans by assets

Coldwell Banker Legacy 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,979,233 29th percentile higher than 29% 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

Coldwell Banker Legacy 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coldwell Banker Legacy 401(k) Profit Sharing Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coldwell Banker Legacy 401(k) Profit Sharing Plan reported net income rose from -$138K in the plan year 2023 filing to $32K in the plan year 2024 filing.
  • Coldwell Banker Legacy 401(k) Profit Sharing Plan reported participants rose from 66 in the plan year 2023 filing to 76 in the plan year 2024 filing.
  • Coldwell Banker Legacy 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 850448789 · Coldwell Banker Legacy PY 2024 · 401(k)

Coldwell Banker Legacy 401(k) Profit Sharing Plan · $2M · 76 · 29th

  • IND $2M
  • EOY 76
  • 5500 29th
  • ASSETS 401(k)
  • PCT near Campbell-Brown, Inc. 401(k) Profit Sharing Plan
  • EIN ind #2244

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 Real Estate retirement plans → · Plans in New Mexico →

Coldwell Banker Legacy 401(k) Profit Sharing Plan in the asset neighbourhood

Coldwell Banker Legacy 401(k) Profit Sharing PlanColdwell Banker Legacy 401(k…$2MCampbell-Brown, Inc. 401(k) Profit Sharing PlanCampbell-Brown, Inc. 401(k) …$2MWilliam Kenyon & Sons, Inc. Employees Retirement Plan and TrustWilliam Kenyon & Sons, Inc. …$2MArneco, Inc. 401(k) Profit Sharing PlanArneco, Inc. 401(k) Profit S…$2MCraft Employees Retirement and Savings PlanCraft Employees Retirement a…$2M
End-of-year total assets ($M) among Coldwell Banker Legacy 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$32K
Employer EIN850448789
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coldwell Banker Legacy)

Sponsor-wide plan assets over time

All Coldwell Banker Legacy plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.077173867690568% vs 2022
2024 filing year
$1.9M$1.95M$2M$2.05M$2.1M$2.15M 202220232024 $2.09M $1.98M ▼ -5.3%
Year Plans Participants Total Assets
2022 1 74 $2M
2023 1 66 $2M
2024 1 76 $2M

Nearby 401(k) Plans in New Mexico

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

Coldwell Banker Legacy 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Coldwell Banker Legacy 401(k) Profit Sharing Plan, Total assets ($B): 0.001979233 · Participants: 76Coldwell Banker Legacy 401(k) Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Coldwell Banker Legacy 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Coldwell Banker Legacy 401(k) Profit Sharing Plan side-by-side with 3 peers →

Coldwell Banker Legacy 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Campbell-Brown, Inc. 401(k) Profit Sharing Plan in NC ($2M); by covered participants it is Maxalea, Inc. 401(k) Plan in MD (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Coldwell Banker Legacy 401(k) Profit Sharing Plan assets move in 2024? ▼
Coldwell Banker Legacy 401(k) Profit Sharing Plan edged up modestly - up 1.6% during 2024, from $2M to $2M. Reported net income was $32K.
How have Coldwell Banker Legacy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coldwell Banker Legacy's sponsor-wide assets declined 5.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Coldwell Banker Legacy 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campbell-Brown, Inc. 401(k) Profit Sharing Plan in NC ($2M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Coldwell Banker Legacy 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maxalea, Inc. 401(k) Plan in MD (76 participants, N/A 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 850448789.

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.