401(k) · DOL Form 5500 · 2022
ONELEGACY 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 317
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $117,927
- Avg per participant Below avg balance/head
Official DOL plan name: Onelegacy 403(b) Retirement Plan · Sponsored by ONELEGACY · California · Healthcare & Social Assistance
$37M in assets, 317 participants
ONELEGACY's Onelegacy 403(b) Retirement Plan reported $37M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #17,570 in Healthcare & Social Assistance (20,060 peers)
Where Onelegacy 403(b) Retirement Plan sits by assets
Onelegacy 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $37M for 317 participants (~$117,927/participant), down 21.3% in 2022.
- #17,570
- in Healthcare & Social Assistance (20,060 peers)
- -21.3%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Onelegacy 403(b) Retirement Plan's outsized position by total assets
Onelegacy 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$37,382,986 Top 15% higher than 85% 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
Onelegacy 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Onelegacy 403(b) Retirement Plan sits mid-pack in the medium band (317 participants).
DOL schedule card
Filing strip 953138799 · ONELEGACY PY 2022 · 401(k)
Onelegacy 403(b) Retirement Plan · $37M · 317 · 85th
- PCT $37M
- EIN 317
- RANK 85th
- PHOTO 401(k)
- IND near Drmp, Inc. 401(k) & Profit Sharing Plan
- EOY ind #17570
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 California →
Onelegacy 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | -$10M |
| Employer EIN | 953138799 |
| Plan Effective Date | 2001-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ONELEGACY)
Sponsor-wide plan assets over time
All ONELEGACY plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 29.00508001153252% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 317 | $37M |
| 2023 | 1 | 406 | $42M |
| 2024 | 1 | 450 | $48M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Onelegacy 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Drmp, Inc. 401(k) & Profit Sharing Plan in FL ($37M); by covered participants it is Skybridge Resources, LLC 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Drmp, Inc. 401(k) & Profit Sharing Plan (FL) $37M · 497
- Aaos Retirement Plan (IL) $37M · 209
- Alku 401(k) Plan (MA) $37M · 1,451
- Anders Minkler Huber & Helm LLP 401(k) Savings Plan (MO) $37M · 256
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- Skybridge Resources, LLC 401(k) Plan (FL) 317 · 0 off
- Facility Contract Services 401(k) Profit Sharing Plan & Trust (FL) 317 · 0 off
- Burnette Foods, Inc. 401(k) Plan (MI) 317 · 0 off
- Airmar Technology Corporation 401(k) Plan (NH) 317 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.