Profit Sharing · DOL Form 5500 · 2022
Legacy Health Profit Sharing Plan
Data updated 2026-08-25
- $557M
- Total assets Above avg plan size
- 10,849
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $51,334
- Avg per participant Low balance/head
Official DOL plan name: Legacy Health Defined Contribution Retirement Plan · Sponsored by Legacy Health · Oregon · Healthcare & Social Assistance
$557M in assets, 10,849 participants
Legacy Health's Legacy Health Defined Contribution Retirement Plan reported $557M in total assets and 10,849 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,710 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
Legacy Health Defined Contribution Retirement Plan covers 10,849 participants in Oregon, 24x the typical Oregon plan (state average ~443 per filing). Assets: $557M.
- #19,710
- in Healthcare & Social Assistance (20,060 peers)
- -8.1%
- assets change YoY
- 5.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $49M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legacy Health Defined Contribution Retirement Plan's outsized position by total assets
Legacy Health Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$556,921,709 Top 2% higher than 98% 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 Defined Contribution Retirement 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 Defined Contribution Retirement Plan is a mega filing (10,849 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 237426300 · Legacy Health PY 2022 · Profit Sharing
Legacy Health Defined Contribution Retirement Plan · $557M · 10,849 · 98th
- BOOK $557M
- BOOK 10,849
- BOOK 98th
- BOOK Profit Sharing
- BOOK near Morgan, Lewis & Bockius LLP Defined Contribution Plan
- BOOK ind #19710
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 Defined Contribution Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $606M |
|---|---|
| Net Assets (End of Year) | $557M |
| Net Income | -$49M |
| 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 Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $731M · 5,197
- Willamette University Defined Contribution Retirement Plan $177M · 765
- The Hoffman Employee Retirement Income Plan $147M · 483
- Goodwill Industries Employee Retirement and Incentive Plan $61M · 1,519
- Mercy Corps 403(b) Plan $48M · 440
Scale composition for Legacy Health Defined Contribution Retirement Plan
Legacy Health Defined Contribution Retirement Plan reports $557M in end-of-year assets across 10,849 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $51,334 per participant (37% of the national average assets-per-participant) . Net income for plan year 2022 was -$49M.
This plan identity (EIN 237426300, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $557M to $817M (+46.7%) while covered participants moved from 10,849 to 12,025 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,849 | $557M | This page |
| 2023 | 11,313 | $697M | Open filing |
| 2024 · index core | 12,025 | $817M | 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 Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Morgan, Lewis & Bockius LLP Defined Contribution Plan in PA ($558M); by covered participants it is North Atlantic States Carpenters Annuity Plan in CT (10,777 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($557M here).
- Morgan, Lewis & Bockius LLP Defined Contribution Plan (PA) $558M · 2,434
- Steamfitters' Industry Supplemental Retirement Fund (NY) $558M · 3,897
- Popular, Inc. Pr Savings and Investment Plan (PR) $561M · 7,773
- St. Luke's Health System Performance Incentive and 401(a) Matching Plan (ID) $562M · 15,768
Similar participant headcount
Nearest other-state filings by covered participants (10,849 participants); asset peers above are excluded.
- North Atlantic States Carpenters Annuity Plan (CT) 10,777 · 72 off
- Carle Foundation Hospital and Affiliates Matching Tsa Plan (IL) 10,930 · 81 off
- Accenture United States Discretionary Profit Sharing Plan (IL) 10,992 · 143 off
- Mason Tenders District Council Annuity Fund (NY) 11,072 · 223 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.