Other · DOL Form 5500 · 2023
The Legacy Senior Communities, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 796
- Participants Near avg headcount
- 52nd
- Percentile by assets National rank
- $9,350
- Avg per participant Low balance/head
Official DOL plan name: The Legacy Senior Communities 403(b) Plan · Sponsored by The Legacy Senior Communities, Inc. · Texas · Healthcare & Social Assistance
$7M in assets, 796 participants
The Legacy Senior Communities, Inc.'s The Legacy Senior Communities 403(b) Plan reported $7M in total assets and 796 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,185 in Healthcare & Social Assistance (17,684 peers)
The Legacy Senior Communities, Inc. multi-year trail
The Legacy Senior Communities, Inc.'s plans moved +54.0% in assets from 2022 to 2024; this filing shows The Legacy Senior Communities 403(b) Plan at $7M / 796 participants.
- #10,185
- in Healthcare & Social Assistance (17,684 peers)
- +32.2%
- assets growth YoY
The Legacy Senior Communities 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Legacy Senior Communities 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,442,573 Top 48% higher than 52% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Legacy Senior Communities 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Legacy Senior Communities 403(b) Plan sits mid-pack in the medium band (796 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Legacy Senior Communities 403(b) Plan reported net income rose from $284K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Legacy Senior Communities 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The Legacy Senior Communities 403(b) Plan reported participants rose from 705 in the plan year 2022 filing to 796 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 030435268 · The Legacy Senior Communities, Inc. PY 2023 · Other
The Legacy Senior Communities 403(b) Plan · $7M · 796 · 52nd
- EIN $7M
- EIN 796
- EIN 52nd
- EIN Other
- EIN near River Oak Center for Children 403b Plan
- EIN ind #10185
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 Texas →
The Legacy Senior Communities 403(b) Plan in the asset neighbourhood
The Legacy Senior Communities, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Legacy Senior Communities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 53.99645262034153% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 705 | $6M |
| 2023 | 1 | 796 | $7M |
| 2024 | 1 | 893 | $9M |
The Legacy Senior Communities, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 030435268 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
The Legacy Senior Communities 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is River Oak Center for Children 403b Plan in CA ($7M); by covered participants it is Regent University 403(b) Retirement Plan in VA (795 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (796 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.