Defined Benefit (Pension) · DOL Form 5500 · 2022
Legacy Health Pension Plan
Data updated 2026-08-25
- $769M
- Total assets Above avg plan size
- 5,675
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $135,508
- Avg per participant Near avg balance/head
Official DOL plan name: Legacy Health Employees Retirement Plan · Sponsored by Legacy Health · Oregon · Healthcare & Social Assistance
$769M in assets, 5,675 participants
Legacy Health's Legacy Health Employees Retirement Plan reported $769M in total assets and 5,675 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.
- #19,821 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
Legacy Health Employees Retirement Plan covers 5,675 participants in Oregon, 13x the typical Oregon plan (state average ~443 per filing). Assets: $769M.
- #19,821
- in Healthcare & Social Assistance (20,060 peers)
- -28.4%
- assets change YoY
- 7.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $285M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legacy Health Employees Retirement Plan's outsized position by total assets
Legacy Health Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$769,010,059 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 Employees 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 Health Employees Retirement Plan lands in the large band (5,675 participants).
Published 5500 schedule card
Filing strip 237426300 · Legacy Health PY 2022 · Defined Benefit (Pension)
Legacy Health Employees Retirement Plan · $769M · 5,675 · 99th
- ASSETS $769M
- ASSETS 5,675
- ASSETS 99th
- ASSETS Defined Benefit (Pension)
- ASSETS near The 2017 Employees' Pension Plan of Battelle Memorial Institute
- ASSETS ind #19821
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 Employees Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $719M |
| Net Income | -$285M |
| Employer EIN | 237426300 |
| Plan Effective Date | 1964-01-01 |
| 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 Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Xpo Logistics Pension Plan $1.6B · 5,364
- Northwest Sheet Metal Workers Pension Plan $1.4B · 4,602
- Oregon Retail Employees Pension Plan $983M · 23,156
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan $965M · 3,037
- Precision Castparts Corp. Retirement Plan $918M · 2,212
Scale composition for Legacy Health Employees Retirement Plan
Legacy Health Employees Retirement Plan reports $769M in end-of-year assets across 5,675 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $135,508 per participant (98% of the national average assets-per-participant) . Net income for plan year 2022 was -$285M.
This plan identity (EIN 237426300, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $769M to $810M (+5.4%) while covered participants moved from 5,675 to 4,750 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,675 | $769M | This page |
| 2023 | 5,149 | $871M | Open filing |
| 2024 · index core | 4,750 | $810M | 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 Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is The 2017 Employees' Pension Plan of Battelle Memorial Institute in OH ($769M); by covered participants it is Beth Israel Lahey Health Defined Benefit Plan I in MA (5,676 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($769M here).
- The 2017 Employees' Pension Plan of Battelle Memorial Institute (OH) $769M · 1,221
- One Gas, Inc. Retirement Plan (OK) $769M · 840
- Suburban Teamsters of Northern Illinois Pension Plan (IL) $771M · 3,129
- Retirement Plan of Tennessee Farmers Mutual Insura (TN) $767M · 824
Similar participant headcount
Nearest other-state filings by covered participants (5,675 participants); asset peers above are excluded.
- Beth Israel Lahey Health Defined Benefit Plan I (MA) 5,676 · 1 off
- Willis-Knighton Medical Center Employees Retirement Plan (LA) 5,676 · 1 off
- 32bj School Workers Pension Fund (NY) 5,673 · 2 off
- 32bj North Pension Fund (NY) 5,695 · 20 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.