Defined Benefit (Pension) · DOL Form 5500 · 2022
Legacy Health Pension Plan
Data updated 2026-08-11
- $769M
- Total assets
- 5,675
- Participants
- 99th
- Percentile by assets
- $135,508
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $769M
- total plan assets (2022 EOY)
- 5,675
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $135,508
- avg assets per participant
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.
Participants vs Oregon filers
In Oregon, the average filing covers about 443 participants across 1,736 plans. Legacy Health Employees Retirement Plan reports 5,675 participants - 13x that state average ($769M EOY assets).
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)
| 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.
Legacy Health Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Legacy Health Employees Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Legacy Health Employees Retirement Plan assets move in 2022? ▼
How have Legacy Health plan assets changed over time? ▼
Where does Legacy Health Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Legacy Health Employees Retirement Plan? ▼
Next read for Legacy Health Employees Retirement Plan
Filing takeaways
Ways to act on Legacy Health Employees Retirement Plan's numbers.
- By total assets, Legacy Health Employees Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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