401(k) · DOL Form 5500 · 2022
Legacy Health Services 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 1,122
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $23,009
- Avg per participant Low balance/head
Official DOL plan name: Legacy Health Services 401(k) Retirement Savings Plan · Sponsored by Legacy Health Services · Ohio · Healthcare & Social Assistance
$26M in assets, 1,122 participants
Legacy Health Services's Legacy Health Services 401(k) Retirement Savings Plan reported $26M in total assets and 1,122 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #16,809 in Healthcare & Social Assistance (20,060 peers)
Where Legacy Health Services 401(k) Retirement Savings Plan sits by assets
Legacy Health Services 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $26M for 1,122 participants (~$23,009/participant), down 16.5% in 2022.
- #16,809
- in Healthcare & Social Assistance (20,060 peers)
- -16.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legacy Health Services 401(k) Retirement Savings Plan's outsized position by total assets
Legacy Health Services 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,816,378 Top 19% higher than 81% 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
Legacy Health Services 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Health Services 401(k) Retirement Savings Plan lands in the large band (1,122 participants).
EBSA filing schedule strip
Filing strip 341663174 · Legacy Health Services PY 2022 · 401(k)
Legacy Health Services 401(k) Retirement Savings Plan · $26M · 1,122 · 81st
- EBSA $26M
- EBSA 1,122
- EBSA 81st
- EBSA 401(k)
- EBSA near Fxcm 401(k) Plan
- EBSA ind #16809
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 Ohio →
Legacy Health Services 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$5M |
| Employer EIN | 341663174 |
| Plan Effective Date | 1993-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Health Services)
Sponsor-wide plan assets over time
All Legacy Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 20.518153243650215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,122 | $26M |
| 2023 | 1 | 1,065 | $28M |
| 2024 | 1 | 1,767 | $31M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Legacy Health Services 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Fxcm 401(k) Plan in NY ($26M); by covered participants it is Element Solutions Inc Employee Savings and 401(k) Plan in CT (1,122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Fxcm 401(k) Plan (NY) $26M · 111
- Kennedy Wilson 401(k) Plan (CA) $26M · 113
- Michigan Institute of Urology, P.C. Employee's Profit Sharing and 401(k) Plan (MI) $26M · 364
- Platinum Dermatology Partners 401(k) Plan (TX) $26M · 464
Similar participant headcount
Nearest other-state filings by covered participants (1,122 participants); asset peers above are excluded.
- Element Solutions Inc Employee Savings and 401(k) Plan (CT) 1,122 · 0 off
- Mckinstry Co. Profit Sharing and 401(k) Plan (WA) 1,122 · 0 off
- Tri-National 401(k) Plan (MO) 1,122 · 0 off
- Q-Centrix LLC 401(k) Profit Sharing Plan and Trust (IL) 1,122 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.