Other · DOL Form 5500 · 2022
Legacy Health Retirement Plan
Data updated 2026-08-06
- $1.4B
- Total assets
- 13,568
- Participants
- 99th
- Percentile by assets
- $104,928
- Avg per participant
Official DOL plan name: Legacy Health 403(b) Plan · Sponsored by Legacy Health · Oregon · Healthcare & Social Assistance
$1.4B in assets, 13,568 participants
Legacy Health's Legacy Health 403(b) Plan reported $1.4B in total assets and 13,568 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,258 plans)
- #19,971 in Healthcare & Social Assistance (20,087 peers)
Coverage in Oregon
Legacy Health 403(b) Plan covers 13,568 participants in Oregon, 31x the typical Oregon plan (state average ~440 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2022 EOY)
- 13,568
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $104,928
- avg assets per participant
The plan reported a net loss of $211M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. Legacy Health 403(b) Plan reports 13,568 participants - 31x that state average ($1.4B EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | -$211M |
| Employer EIN | 237426300 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 30,092 | $2.7B |
| 2023 | 3 | 30,711 | $3.3B |
| 2024 | 3 | 31,365 | $3.6B |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
Legacy Health 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
- Asante 403b Plan $563M · 5,704
- St. Charles Health System Retirement Plan $519M · 4,485
- Samaritan Health Services Tax Sheltered Annuity Pl $510M · 6,068
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $280M · 774
- University of Portland Defined Contribution and Tax Deferred Annuity $223M · 830
Scale composition for Legacy Health 403(b) Plan
Legacy Health 403(b) Plan reports $1.4B in end-of-year assets across 13,568 participants (0.012% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.015% of 89,805,449 covered participants) - about $104,928 per participant (77% of the national average assets-per-participant) . Net income for plan year 2022 was -$211M.
This plan identity (EIN 237426300, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $2.0B (+38.7%) while covered participants moved from 13,568 to 14,590 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,568 | $1.4B | This page |
| 2023 | 14,249 | $1.7B | Open filing |
| 2024 · index core | 14,590 | $2.0B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Legacy Health 403(b) Plan (Other, $2.0B, 14,590 participants)
- Legacy Health Defined Contribution Retirement Plan (Profit Sharing, $817M, 12,025 participants)
- Legacy Health Employees Retirement Plan (Defined Benefit (Pension), $810M, 4,750 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Legacy Health 403(b) Plan by total assets, not by location.
- Argonne National Laboratory 403(b) Employee Retirement Plan (IL) $1.4B · 3,664
- Children's Hospital Medical Center Employee Savings Plan (OH) $1.4B · 12,987
- Drexel University Defined Contribution Retirement Plan (PA) $1.4B · 4,157
- Mclaren Employees' 403(b) Retirement Plan (MI) $1.4B · 21,255
Frequently Asked Questions
How did Legacy Health 403(b) Plan assets move in 2022? ▼
How have Legacy Health plan assets changed over time? ▼
Where does Legacy Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Legacy Health 403(b) Plan? ▼
Next read for Legacy Health 403(b) Plan
Filing takeaways
Ways to act on Legacy Health 403(b) Plan's numbers.
- By total assets, Legacy Health 403(b) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Oregon. Compare plans
- Legacy Health's sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans