401(k) · DOL Form 5500 · 2024
Ajb Legacy Holdings Inc 401(k) Plan
Data updated 2026-08-25
- $355K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 15th
- Percentile by assets National rank
Official DOL plan name: Ajb Legacy Holdings Inc 401(k) Plan · Sponsored by Ajb Legacy Holdings Inc · New York · Real Estate
$355K in assets, N/A participants
Ajb Legacy Holdings Inc's Ajb Legacy Holdings Inc 401(k) Plan reported $355K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #1,132 in Real Estate (4,605 peers)
What the 2024 filing shows
Ajb Legacy Holdings Inc 401(k) Plan holds $355K for N/A participants, among the smaller plans by assets on file.
- #1,132
- in Real Estate (4,605 peers)
- -5.9%
- assets change YoY
The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ajb Legacy Holdings Inc 401(k) Plan among the smaller filed plans by assets
Ajb Legacy Holdings Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$355,472 15th percentile higher than 15% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ajb Legacy Holdings Inc 401(k) Plan reported net income fell from $378K in the plan year 2023 filing to -$22K in the plan year 2024 filing.
- Ajb Legacy Holdings Inc 401(k) Plan end-of-year assets fell from $378K in the plan year 2023 filing to $355K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 933194419 · Ajb Legacy Holdings Inc PY 2024 · 401(k)
Ajb Legacy Holdings Inc 401(k) Plan · $355K · N/A · 15th
- PHOTO $355K
- PHOTO N/A
- PHOTO 15th
- PHOTO 401(k)
- PHOTO near Advanced Disability Holdings, Inc. 401(k) Plan
- PHOTO ind #1132
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 York →
Ajb Legacy Holdings Inc 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $378K |
|---|---|
| Net Assets (End of Year) | $355K |
| Net Income | -$22K |
| Employer EIN | 933194419 |
| Plan Effective Date | 2023-08-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ajb Legacy Holdings Inc)
Sponsor-wide plan assets over time
All Ajb Legacy Holdings Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $355K 5.865155447275038% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | N/A | $378K |
| 2024 | 1 | N/A | $355K |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Ajb Legacy Holdings Inc 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside New York, the nearest 401(k) by end-of-year assets is Advanced Disability Holdings, Inc. 401(k) Plan in IL at $355K (this filing: $355K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($355K here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.