Other · DOL Form 5500 · 2022

Conservation Legacy Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
226
Participants Below avg headcount
32nd
Percentile by assets National rank
$8,093
Avg per participant Low balance/head
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Official DOL plan name: Conservation Legacy 403(b) Retirement Plan · Sponsored by Conservation Legacy · Colorado · Agriculture, Forestry & Fishing

$2M in assets, 226 participants

Conservation Legacy's Conservation Legacy 403(b) Retirement Plan reported $2M in total assets and 226 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #526 in Agriculture, Forestry & Fishing (1,523 peers)

Conservation Legacy multi-year trail

Conservation Legacy's plans moved +50.7% in assets from 2022 to 2024; this filing shows Conservation Legacy 403(b) Retirement Plan at $2M / 226 participants.

#526
in Agriculture, Forestry & Fishing (1,523 peers)
-5.8%
assets change YoY

The plan reported a net loss of $112K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Conservation Legacy 403(b) Retirement Plan among the smaller filed plans by assets

Conservation Legacy 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,828,929 32nd percentile higher than 32% of 139,123 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 2022

Conservation Legacy 403(b) Retirement 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. Conservation Legacy 403(b) Retirement Plan sits mid-pack in the medium band (226 participants).

Form 5500 schedule snapshot

Filing strip 841450808 · Conservation Legacy PY 2022 · Other

Conservation Legacy 403(b) Retirement Plan · $2M · 226 · 32nd

  • NET $2M
  • BOOK 226
  • VS-ST 32nd
  • BOY Other
  • SCH near Nashua Adult Learning Center, Inc. 403(b) Plan
  • EBSA ind #526

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Colorado →

Conservation Legacy 403(b) Retirement Plan in the asset neighbourhood

Conservation Legacy 403(b) Retirement PlanConservation Legacy 403(b) R…$2MNashua Adult Learning Center, Inc. 403(b) PlanNashua Adult Learning Center…$2MCloverwood Senior Living Inc. 403(b) PlanCloverwood Senior Living Inc…$2MPenndel Mental Health Center 403(b) PlanPenndel Mental Health Center…$2M401(k) Profit Sharing Plan for Employees of Greater Opportunities of the Permian Basin, Inc.401(k) Profit Sharing Plan f…$2M
End-of-year total assets ($M) among Conservation Legacy 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Conservation Legacy multi-year asset trail

Sponsor-wide plan assets over time

All Conservation Legacy plans reported in each filing year

Latest sponsor-wide plan assets
$3M 50.69431344792499% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.83M $2.76M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 226 $2M
2023 1 283 $2M
2024 1 300 $3M

Conservation Legacy filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$112K
Employer EIN841450808
Plan Effective Date2006-12-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

Peer Other plans, same state, same plan type, ranked by total assets.

Conservation Legacy 403(b) Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Conservation Legacy 403(b) Retirement Plan, Total assets ($B): 0.001828929 · Participants: 226Conservation Legacy 403(b) Retirement PlanUcar Retirement Plan, Total assets ($B): 1.016981364 · Participants: 1300Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.747591604 · Participants: 7995Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.7437272 · Participants: 2470University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.422176184 · Participants: 2577Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.318847964 · Participants: 785Colorado College Retirement Benefit Plan
Conservation Legacy 403(b) Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants

Conservation Legacy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Nashua Adult Learning Center, Inc. 403(b) Plan in NH ($2M); by covered participants it is French International School 403(b) Retirement Plan in MD (226 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Conservation Legacy 403(b) Retirement Plan assets move in 2022?
Conservation Legacy 403(b) Retirement Plan pulled back noticeably - down 5.8% during 2022, from $2M to $2M. Reported net income was -$112K.
How have Conservation Legacy plan assets changed over time?
Across 3 plan years on file (2022-2024), Conservation Legacy's sponsor-wide assets grew 50.7%, from $2M to $3M.
Which Other plans are similar in size to Conservation Legacy 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Nashua Adult Learning Center, Inc. 403(b) Plan in NH ($2M, 140 participants).
Which Other plans cover a similar participant headcount to Conservation Legacy 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is French International School 403(b) Retirement Plan in MD (226 participants, $27M in assets).