401(k) · DOL Form 5500 · 2022

Legacy Healthcare Services, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
2,054
Participants Near avg headcount
81st
Percentile by assets National rank
$12,476
Avg per participant Low balance/head
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Official DOL plan name: Legacy Healthcare Services, Inc. 401(k) Plan · Sponsored by Legacy Healthcare Services, Inc. · North Carolina · Healthcare & Social Assistance

$26M in assets, 2,054 participants

Legacy Healthcare Services, Inc.'s Legacy Healthcare Services, Inc. 401(k) Plan reported $26M in total assets and 2,054 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,791 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Legacy Healthcare Services, Inc. 401(k) Plan covers 2,054 participants in North Carolina, 2.5x the typical North Carolina plan (state average ~819 per filing). Assets: $26M.

#16,791
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Legacy Healthcare Services, Inc. 401(k) Plan's outsized position by total assets

Legacy Healthcare Services, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,626,275 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Legacy Healthcare Services, Inc. 401(k) 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 Services, Inc. 401(k) Plan lands in the large band (2,054 participants).

EBSA filing schedule strip

Filing strip 311679605 · Legacy Healthcare Services, Inc. PY 2022 · 401(k)

Legacy Healthcare Services, Inc. 401(k) Plan · $26M · 2,054 · 81st

  • PART $26M
  • PART 2,054
  • PART 81st
  • PART 401(k)
  • PART near Elizabeth Wende Breast Care, LLC 401(k) Profit Sharing Plan
  • PART ind #16791

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 North Carolina →

Legacy Healthcare Services, Inc. 401(k) Plan in the asset neighbourhood

Legacy Healthcare Services, Inc. 401(k) PlanLegacy Healthcare Services, …$26MElizabeth Wende Breast Care, LLC 401(k) Profit Sharing PlanElizabeth Wende Breast Care,…$26MStraub Distributing Company, Ltd. Profit-Sharing PlanStraub Distributing Company,…$26MService Management Group 401(k) PlanService Management Group 401…$26MSecurity State Bank & Trust 401(k) & Profit Sharing PlanSecurity State Bank & Trust …$26M
End-of-year total assets ($M) among Legacy Healthcare Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$4M
Employer EIN311679605
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Healthcare Services, Inc.)

Sponsor-wide plan assets over time

All Legacy Healthcare Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 51.793793674656186% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.6M $38.9M ▲ +51.8%
Year Plans Participants Total Assets
2022 1 2,054 $26M
2023 1 2,629 $35M
2024 1 2,619 $39M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Legacy Healthcare Services, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Legacy Healthcare Services, Inc. 401(k) Plan, Total assets ($B): 0.025626275 · Participants: 2054Legacy Healthcare Services, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Legacy Healthcare Services, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Legacy Healthcare Services, Inc. 401(k) Plan side-by-side with 3 peers →

Legacy Healthcare Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Elizabeth Wende Breast Care, LLC 401(k) Profit Sharing Plan in NY ($26M); by covered participants it is San Joaquin Valley College, Inc. 401(k) Profit Sharing Plan in CA (2,054 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,054 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Legacy Healthcare Services, Inc. 401(k) Plan assets move in 2022? ▼
Legacy Healthcare Services, Inc. 401(k) Plan pulled back noticeably - down 14.7% during 2022, from $30M to $26M. Reported net income was -$4M.
How have Legacy Healthcare Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Healthcare Services, Inc.'s sponsor-wide assets grew 51.8%, from $26M to $39M.
Where does Legacy Healthcare Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Legacy Healthcare Services, Inc. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Legacy Healthcare Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elizabeth Wende Breast Care, LLC 401(k) Profit Sharing Plan in NY ($26M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Healthcare Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Joaquin Valley College, Inc. 401(k) Profit Sharing Plan in CA (2,054 participants, $35M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311679605.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.