Other · DOL Form 5500 · 2022
Legacy Health Retirement Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 13,568
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $104,928
- Avg per participant Below avg balance/head
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.
- #19,944 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
Legacy Health 403(b) Plan covers 13,568 participants in Oregon, 31x the typical Oregon plan (state average ~443 per filing). Assets: $1.4B.
- #19,944
- in Healthcare & Social Assistance (20,060 peers)
- -12.9%
- assets change YoY
- 14×
- vs typical plan assets (national mean)
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.
Legacy Health 403(b) Plan's outsized position by total assets
Legacy Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,423,656,998 Top 1% higher than 99% 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 403(b) Plan's mega-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 403(b) Plan is a mega filing (13,568 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 237426300 · Legacy Health PY 2022 · Other
Legacy Health 403(b) Plan · $1.4B · 13,568 · 99th
- RANK $1.4B
- RANK 13,568
- RANK 99th
- RANK Other
- RANK near Argonne National Laboratory 403(b) Employee Retirement Plan
- RANK ind #19944
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 Oregon →
Legacy Health 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Legacy Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.6B 30.983906303899992% vs 2022
- 2024 filing year
| 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.
- 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 $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $104,928 per participant (76% 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)
Legacy Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Argonne National Laboratory 403(b) Employee Retirement Plan in IL ($1.4B); by covered participants it is Lehigh Valley Health Network, Inc. 403(b) Savings Plan in PA (13,552 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (13,568 participants); asset peers above are excluded.
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan (PA) 13,552 · 16 off
- Froedtert Health, Inc. 403(b) Plan (WI) 13,617 · 49 off
- Nyu Langone Hospitals 403(b) Plan (NY) 13,774 · 206 off
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan (MA) 13,317 · 251 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.