Other · DOL Form 5500 · 2023

Conservation Legacy Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
283
Participants Below avg headcount
31st
Percentile by assets National rank
$7,407
Avg per participant Low balance/head
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Official DOL plan name: Conservation Legacy 403(b) Retirement Plan · Sponsored by Conservation Legacy · Colorado · Agriculture, Forestry & Fishing

$2M in assets, 283 participants

Conservation Legacy's Conservation Legacy 403(b) Retirement Plan reported $2M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #413 in Agriculture, Forestry & Fishing (1,288 peers)

Conservation Legacy multi-year trail

Conservation Legacy's plans moved +50.7% in assets from 2022 to 2024; this filing shows Conservation Legacy 403(b) Retirement Plan at $2M / 283 participants.

#413
in Agriculture, Forestry & Fishing (1,288 peers)
+14.6%
assets growth YoY

Conservation Legacy 403(b) Retirement Plan among the smaller filed plans by assets

Conservation Legacy 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,096,304 31st percentile higher than 31% of 127,068 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 2023

Conservation Legacy 403(b) Retirement 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. Conservation Legacy 403(b) Retirement Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conservation Legacy 403(b) Retirement Plan reported net income rose from -$112K in the plan year 2022 filing to $266K in the plan year 2023 filing.
  • Conservation Legacy 403(b) Retirement Plan reported participants rose from 226 in the plan year 2022 filing to 283 in the plan year 2023 filing.
  • Conservation Legacy 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841450808 · Conservation Legacy PY 2023 · Other

Conservation Legacy 403(b) Retirement Plan · $2M · 283 · 31st

  • EIN $2M
  • EIN 283
  • EIN 31st
  • EIN Other
  • EIN near James Nola Investment Trust
  • EIN ind #413

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Colorado →

Conservation Legacy 403(b) Retirement Plan in the asset neighbourhood

Potential Development Program, Inc. 403(b) PlanPotential Development Progra…$2MConservation Legacy 403(b) Retirement PlanConservation Legacy 403(b) R…$2MJames Nola Investment Trust$2MSection 403(b) Retirement Plan for William B Rice Eventide HomeSection 403(b) Retirement Pl…$2MThe Family and Children's Services of Central Maryland 403(b) PlanThe Family and Children's Se…$2M
End-of-year total assets ($M) among Conservation Legacy 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Conservation Legacy multi-year asset trail

Sponsor-wide plan assets over time

All Conservation Legacy plans reported in each filing year

Latest sponsor-wide plan assets
$3M 50.69431344792499% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.83M $2.76M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 226 $2M
2023 1 283 $2M
2024 1 300 $3M

Conservation Legacy filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$266K
Employer EIN841450808
Plan Effective Date2006-12-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

Peer Other plans, same state, same plan type, ranked by total assets.

Conservation Legacy 403(b) Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Conservation Legacy 403(b) Retirement Plan, Total assets ($B): 0.002096304 · Participants: 283Conservation Legacy 403(b) Retirement PlanUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
Conservation Legacy 403(b) Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Conservation Legacy 403(b) Retirement Plan side-by-side with 3 peers →

Conservation Legacy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is James Nola Investment Trust in FL ($2M); by covered participants it is Greater Nashua Mental Health 403(b) Plan in NH (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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.

Frequently Asked Questions

How did Conservation Legacy 403(b) Retirement Plan assets move in 2023? ▼
Conservation Legacy 403(b) Retirement Plan grew at a solid clip - up 14.6% during 2023, from $2M to $2M. Reported net income was $266K.
How have Conservation Legacy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conservation Legacy's sponsor-wide assets grew 50.7%, from $2M to $3M.
Which Other plans are similar in size to Conservation Legacy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is James Nola Investment Trust in FL ($2M, 1 participant).
Which Other plans cover a similar participant headcount to Conservation Legacy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Greater Nashua Mental Health 403(b) Plan in NH (283 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841450808.

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.