401(k) · DOL Form 5500 · 2024

Legacy Traditional Schools 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
1,537
Participants Near avg headcount
78th
Percentile by assets National rank
$21,142
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Legacy Traditional Schools 401(k) Plan · Sponsored by Legacy Traditional Schools · Arizona · Educational Services

$32M in assets, 1,537 participants

Legacy Traditional Schools's Legacy Traditional Schools 401(k) Plan reported $32M in total assets and 1,537 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,306 in Educational Services (3,638 peers)

Coverage in Arizona

Legacy Traditional Schools 401(k) Plan covers 1,537 participants in Arizona, 2.7x the typical Arizona plan (state average ~564 per filing). Assets: $32M.

#2,306
in Educational Services (3,638 peers)
+17.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Legacy Traditional Schools 401(k) Plan's outsized position by total assets

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

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

$32,495,387 Top 22% higher than 78% 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

Legacy Traditional Schools 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Traditional Schools 401(k) Plan lands in the large band (1,537 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Legacy Traditional Schools 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Legacy Traditional Schools 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Legacy Traditional Schools 401(k) Plan reported participants fell from 1,736 in the plan year 2023 filing to 1,537 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 460641842 · Legacy Traditional Schools PY 2024 · 401(k)

Legacy Traditional Schools 401(k) Plan · $32M · 1,537 · 78th

  • VS-ST $32M
  • VS-ST 1,537
  • VS-ST 78th
  • VS-ST 401(k)
  • VS-ST near The Reinvestment Fund 401(k) Plan
  • VS-ST ind #2306

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 Educational Services retirement plans → · Plans in Arizona →

Legacy Traditional Schools 401(k) Plan in the asset neighbourhood

Legacy Traditional Schools 401(k) PlanLegacy Traditional Schools 4…$32MCerebras Systems Inc 401(k) PlanCerebras Systems Inc 401(k) …$33MThe Reinvestment Fund 401(k) PlanThe Reinvestment Fund 401(k)…$32MCapital Bank 401(k) Plan$32M3-Dimensional Services Group 401(k) Plan & Trust3-Dimensional Services Group…$32M
End-of-year total assets ($M) among Legacy Traditional Schools 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN460641842
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Traditional Schools)

Sponsor-wide plan assets over time

All Legacy Traditional Schools plans reported in each filing year

Latest sponsor-wide plan assets
$32M 51.82073620897087% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.4M $32.5M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 1,669 $21M
2023 1 1,736 $28M
2024 1 1,537 $32M

Nearby 401(k) Plans in Arizona

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

Legacy Traditional Schools 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Legacy Traditional Schools 401(k) Plan, Total assets ($B): 0.032495387 · Participants: 1537Legacy Traditional Schools 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Legacy Traditional Schools 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Legacy Traditional Schools 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is The Reinvestment Fund 401(k) Plan in PA ($32M); by covered participants it is Southern States Retirement Savings Plan in VA (1,537 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,537 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 Legacy Traditional Schools 401(k) Plan assets move in 2024? ▼
Legacy Traditional Schools 401(k) Plan grew sharply - up 17.9% during 2024, from $28M to $32M. Reported net income was $5M.
How have Legacy Traditional Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Traditional Schools's sponsor-wide assets grew 51.8%, from $21M to $32M.
Where does Legacy Traditional Schools 401(k) Plan rank by assets among Form 5500 filers? ▼
Legacy Traditional Schools 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Legacy Traditional Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Reinvestment Fund 401(k) Plan in PA ($32M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Traditional Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern States Retirement Savings Plan in VA (1,537 participants, $227M 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 460641842.

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.