Other · DOL Form 5500 · 2022
The Legacy Senior Communities, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 705
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $7,983
- Avg per participant Low balance/head
Official DOL plan name: The Legacy Senior Communities 403(b) Plan · Sponsored by The Legacy Senior Communities, Inc. · Texas · Healthcare & Social Assistance
$6M in assets, 705 participants
The Legacy Senior Communities, Inc.'s The Legacy Senior Communities 403(b) Plan reported $6M in total assets and 705 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #11,792 in Healthcare & Social Assistance (20,060 peers)
The Legacy Senior Communities, Inc. multi-year trail
The Legacy Senior Communities, Inc.'s plans moved +54.0% in assets from 2022 to 2024; this filing shows The Legacy Senior Communities 403(b) Plan at $6M / 705 participants.
- #11,792
- in Healthcare & Social Assistance (20,060 peers)
- +5.3%
- assets growth YoY
The Legacy Senior Communities 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Legacy Senior Communities 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,627,816 Top 47% higher than 53% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Legacy Senior Communities 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Legacy Senior Communities 403(b) Plan sits mid-pack in the medium band (705 participants).
Plan-year Form 5500 strip
Filing strip 030435268 · The Legacy Senior Communities, Inc. PY 2022 · Other
The Legacy Senior Communities 403(b) Plan · $6M · 705 · 53rd
- ASSETS $6M
- ASSETS 705
- ASSETS 53rd
- ASSETS Other
- ASSETS near Gracemed Health Clinic, Inc. 403(b) Retirement Plan
- ASSETS ind #11792
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
The Legacy Senior Communities 403(b) Plan in the asset neighbourhood
The Legacy Senior Communities, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Legacy Senior Communities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 53.99645262034153% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 705 | $6M |
| 2023 | 1 | 796 | $7M |
| 2024 | 1 | 893 | $9M |
The Legacy Senior Communities, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $284K |
| Employer EIN | 030435268 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
The Legacy Senior Communities 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Gracemed Health Clinic, Inc. 403(b) Retirement Plan in KS ($6M); by covered participants it is Cornerstone Health Services, Inc. Employee Retirement Plan in FL (705 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Gracemed Health Clinic, Inc. 403(b) Retirement Plan (KS) $6M · 293
- The Center Retirement Plan (OH) $6M · 414
- Ararat Home Retirement Plan (CA) $6M · 474
- The Village Family Services 403(b) Plan (CA) $6M · 154
Similar participant headcount
Nearest other-state filings by covered participants (705 participants); asset peers above are excluded.
- Cornerstone Health Services, Inc. Employee Retirement Plan (FL) 705 · 0 off
- Webster University Defined Contribution Retirement Plan (MO) 706 · 1 off
- Hobart and William Smith Colleges Retirement Plan (NY) 704 · 1 off
- Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan (IL) 704 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.