401(k) · DOL Form 5500 · 2022
Legacy Healthcare Financial Services, LLC 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 4,504
- Participants Above avg headcount
- 86th
- Percentile by assets National rank
- $9,365
- Avg per participant Low balance/head
Official DOL plan name: Legacy Healthcare 401(k) Retirement Plan · Sponsored by Legacy Healthcare Financial Services, LLC · Illinois · Healthcare & Social Assistance
$42M in assets, 4,504 participants
Legacy Healthcare Financial Services, LLC's Legacy Healthcare 401(k) Retirement Plan reported $42M in total assets and 4,504 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #17,784 in Healthcare & Social Assistance (20,060 peers)
Coverage in Illinois
Legacy Healthcare 401(k) Retirement Plan covers 4,504 participants in Illinois, 5.8x the typical Illinois plan (state average ~779 per filing). Assets: $42M.
- #17,784
- in Healthcare & Social Assistance (20,060 peers)
- +23.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Legacy Healthcare 401(k) Retirement Plan's outsized position by total assets
Legacy Healthcare 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$42,179,043 Top 14% higher than 86% 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 Healthcare 401(k) Retirement 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 Healthcare 401(k) Retirement Plan lands in the large band (4,504 participants).
Plan-year Form 5500 strip
Filing strip 363151856 · Legacy Healthcare Financial Services, LLC PY 2022 · 401(k)
Legacy Healthcare 401(k) Retirement Plan · $42M · 4,504 · 86th
- IND $42M
- EOY 4,504
- 5500 86th
- ASSETS 401(k)
- PCT near Mfa Oil Company Savings on Deferred Income Plan
- EIN ind #17784
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 Illinois →
Legacy Healthcare 401(k) Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $53K |
| Employer EIN | 363151856 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Healthcare Financial Services, LLC)
Sponsor-wide plan assets over time
All Legacy Healthcare Financial Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 148.48304168494292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,504 | $42M |
| 2023 | 1 | 4,911 | $62M |
| 2024 | 1 | 5,898 | $105M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Legacy Healthcare 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Mfa Oil Company Savings on Deferred Income Plan in MO ($42M); by covered participants it is Capri Holdings Limited (USA) 401(k) Plan in NY (4,504 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Mfa Oil Company Savings on Deferred Income Plan (MO) $42M · 545
- Ahtna 401(k) Plan (AK) $42M · 494
- Bette & Cring, LLC Retirement Plan & Trust (NY) $42M · 146
- First Brands Group 401(k) Plan (OH) $42M · 941
Similar participant headcount
Nearest other-state filings by covered participants (4,504 participants); asset peers above are excluded.
- Capri Holdings Limited (USA) 401(k) Plan (NY) 4,504 · 0 off
- Herc Rentals Income Savings Plan (FL) 4,504 · 0 off
- Dungarvin 401(k) Retirement Plan (MN) 4,506 · 2 off
- Blue 401(k) Plan (WA) 4,508 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.