Current Snapshot
Latest Year
2024
2024 Participants
2,603
2024 Assets
$216,823,547
2024 Contributions
$83,559,121
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 2,603 | $216,823,547 | $83,559,121 | $32,101iApproximate average salary by contribution assumption: employee only about $802,527 at 4% or $535,018 at 6%; with 50% employer match about $535,018 at 4% or $356,679 at 6%; with 100% employer match about $401,264 at 4% or $267,509 at 6%. |
| Legence 401(K) Plan | - | 2,603 | $216,823,547 | $83,559,121 | $32,101iApproximate average salary by contribution assumption: employee only about $802,527 at 4% or $535,018 at 6%; with 50% employer match about $535,018 at 4% or $356,679 at 6%; with 100% employer match about $401,264 at 4% or $267,509 at 6%. |
| Legence Holdings LLC Health and Welfare Benefits | - | 1,516 | - | - | - |
| 2023 | 2 | 3,006 | $121,754,265 | $30,574,340 | $10,171iApproximate average salary by contribution assumption: employee only about $254,278 at 4% or $169,518 at 6%; with 50% employer match about $169,518 at 4% or $113,012 at 6%; with 100% employer match about $127,139 at 4% or $84,759 at 6%. |
| Legence 401(K) Plan | - | 3,006 | $121,754,265 | $30,574,340 | $10,171iApproximate average salary by contribution assumption: employee only about $254,278 at 4% or $169,518 at 6%; with 50% employer match about $169,518 at 4% or $113,012 at 6%; with 100% employer match about $127,139 at 4% or $84,759 at 6%. |
| Legence Holdings LLC Health and Welfare Benefits | - | 1,346 | - | - | - |
| 2022 | 2 | 1,523 | $81,283,211 | $45,688,292 | $29,999iApproximate average salary by contribution assumption: employee only about $749,972 at 4% or $499,981 at 6%; with 50% employer match about $499,981 at 4% or $333,321 at 6%; with 100% employer match about $374,986 at 4% or $249,991 at 6%. |
| Legence 401(K) Plan | - | 1,523 | $81,283,211 | $45,688,292 | $29,999iApproximate average salary by contribution assumption: employee only about $749,972 at 4% or $499,981 at 6%; with 50% employer match about $499,981 at 4% or $333,321 at 6%; with 100% employer match about $374,986 at 4% or $249,991 at 6%. |
| Legence Holdings LLC Health and Welfare Benefits | - | 1,133 | - | - | - |