401(k) · DOL Form 5500 · 2024
Legacy Tax Consulting, Inc. 401(k) Plan
Data updated 2026-08-25
- $317K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $105,728
- Avg per participant Below avg balance/head
Official DOL plan name: Legacy Tax Consulting, Inc. 401(k) Plan · Sponsored by Legacy Tax Consulting, Inc. · Texas · Professional & Technical Services
$317K in assets, 3 participants
Legacy Tax Consulting, Inc.'s Legacy Tax Consulting, Inc. 401(k) Plan reported $317K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- #2,206 in Professional & Technical Services (20,173 peers)
Legacy Tax Consulting, Inc. multi-year trail
Legacy Tax Consulting, Inc.'s plans moved +146.0% in assets from 2022 to 2024; this filing shows Legacy Tax Consulting, Inc. 401(k) Plan at $317K / 3 participants.
- #2,206
- in Professional & Technical Services (20,173 peers)
- +30.4%
- assets growth YoY
Legacy Tax Consulting, Inc. 401(k) Plan among the smaller filed plans by assets
Legacy Tax Consulting, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$317,183 14th percentile higher than 14% 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 Tax Consulting, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Tax Consulting, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy Tax Consulting, Inc. 401(k) Plan reported net income rose from $50K in the plan year 2023 filing to $74K in the plan year 2024 filing.
- Legacy Tax Consulting, Inc. 401(k) Plan end-of-year assets rose from $243K in the plan year 2023 filing to $317K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 842559327 · Legacy Tax Consulting, Inc. PY 2024 · 401(k)
Legacy Tax Consulting, Inc. 401(k) Plan · $317K · 3 · 14th
- VS-ST $317K
- VS-ST 3
- VS-ST 14th
- VS-ST 401(k)
- VS-ST near Rudee Inc. 401(k) Plan
- VS-ST ind #2206
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 →
Legacy Tax Consulting, Inc. 401(k) Plan in the asset neighbourhood
Legacy Tax Consulting, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Legacy Tax Consulting, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $474K 146.03616782868525% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $193K |
| 2023 | 1 | 3 | $243K |
| 2024 | 2 | 6 | $474K |
Legacy Tax Consulting, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $243K |
|---|---|
| Net Assets (End of Year) | $317K |
| Net Income | $74K |
| Employer EIN | 842559327 |
| Plan Effective Date | 2019-07-26 |
| 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 Tax Consulting, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Rudee Inc. 401(k) Plan in UT ($317K); by covered participants it is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($317K here).
- Rudee Inc. 401(k) Plan (UT) $317K · N/A
- Anzovino Incorporated 401(k) Plan (NY) $317K · N/A
- Jlc Precision Machining Inc. 401(k) Plan (NY) $317K · 8
- Balance and Therapy Excellence, Inc. 401(k) Plan (MD) $317K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (3 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.