401(k) · DOL Form 5500 · 2024

Ss Legacy Logistics, LLC 401(k) Plan

Data updated 2026-08-25

$165K
Total assets Small plan by assets: 107
Participants Small participant base: 9th
Percentile by assets National rank: $1,544
Avg per participant Low balance/head

Official DOL plan name: Ss Legacy Logistics 401(k) Plan · Sponsored by Ss Legacy Logistics, LLC · Arizona · Transportation & Warehousing

$165K in assets, 107 participants

Ss Legacy Logistics, LLC's Ss Legacy Logistics 401(k) Plan reported $165K in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

#267 in Transportation & Warehousing (3,299 peers)

Coverage in Arizona

Ss Legacy Logistics 401(k) Plan covers 107 participants in Arizona, about 19% of the average Arizona filer (state average ~564 per filing). Assets: $165K.

#267
in Transportation & Warehousing (3,299 peers): +92.8%
assets growth YoY

Ss Legacy Logistics 401(k) Plan among the smaller filed plans by assets

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

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

$165,175 9th percentile higher than 9% 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

Ss Legacy Logistics 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. Ss Legacy Logistics 401(k) Plan sits mid-pack in the medium band (107 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%)

EBSA filing schedule strip

Filing strip 852639978 · Ss Legacy Logistics, LLC PY 2024 · 401(k)

Ss Legacy Logistics 401(k) Plan · $165K · 107 · 9th

TYPE $165K
NET 107
BOOK 9th
VS-ST 401(k)
BOY near Heka Treasures Company 401(k) Plan
SCH ind #267

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 Transportation & Warehousing retirement plans → · Plans in Arizona →

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

Arizona filing particulars

Total Assets (Beginning of Year)	$86K
Net Assets (End of Year)	$165K
Net Income	$80K
Employer EIN	852639978
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Ss Legacy Logistics 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

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

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

Outside Arizona, the nearest 401(k) by assets is Heka Treasures Company 401(k) Plan in NC ($165K); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($165K here).

Heka Treasures Company 401(k) Plan (NC) $165K · 1
Lehmann Insurance Agency Retirement Plan (WI) $165K · 3
Tabletops Unlimited, Inc. 401(k) Profit Sharing Plan (CA) $165K · 110
Silverwolverine16 LLC 401(k) Profit Sharing Plan & Trust (MI) $165K · 3

Similar participant headcount

Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.

Augmedix, Inc. 401(k) Plan (CA) 107 · 0 off
Infovista 401(k) Retirement Plan (MA) 107 · 0 off
Manmar Entertainment LLC 401(k) Profit Sharing Plan & Trust (FL) 107 · 0 off
Sullivan Paper Company, Inc. 401(k) Plan (MA) 107 · 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 Ss Legacy Logistics 401(k) Plan assets move in 2024? ▼

Ss Legacy Logistics 401(k) Plan surged - up 92.8% during 2024, from $86K to $165K. Reported net income was $80K.

Where does Ss Legacy Logistics 401(k) Plan rank by assets among Form 5500 filers? ▼

Ss Legacy Logistics 401(k) Plan ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

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

Among 401(k) plans in other states, the closest by assets is Heka Treasures Company 401(k) Plan in NC ($165K, 1 participant).

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

Among 401(k) plans in other states, the closest by covered participants is Augmedix, Inc. 401(k) Plan in CA (107 participants, $3M 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 852639978.