Other · DOL Form 5500 · 2023

Legacy Community Health Services, Inc. Retirement Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
1,616
Participants Near avg headcount
88th
Percentile by assets National rank
$38,927
Avg per participant Low balance/head
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Official DOL plan name: Legacy Community Health Services, Inc. 403(b) Plan · Sponsored by Legacy Community Health Services, Inc. · Texas · Healthcare & Social Assistance

$63M in assets, 1,616 participants

Legacy Community Health Services, Inc.'s Legacy Community Health Services, Inc. 403(b) Plan reported $63M in total assets and 1,616 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,832 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Legacy Community Health Services, Inc. 403(b) Plan covers 1,616 participants in Texas, 2.4x the typical Texas plan (state average ~688 per filing). Assets: $63M.

#15,832
in Healthcare & Social Assistance (17,684 peers)
+32.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Legacy Community Health Services, Inc. 403(b) Plan's outsized position by total assets

Legacy Community Health Services, Inc. 403(b) Plan vs every filed plan by assets

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

$62,905,741 Top 12% higher than 88% 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

Legacy Community Health Services, Inc. 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Community Health Services, Inc. 403(b) Plan lands in the large band (1,616 participants).

Plan-year Form 5500 strip

Filing strip 760009637 · Legacy Community Health Services, Inc. PY 2023 · Other

Legacy Community Health Services, Inc. 403(b) Plan · $63M · 1,616 · 88th

  • NET $63M
  • BOOK 1,616
  • VS-ST 88th
  • BOY Other
  • SCH near Trinity Episcopal School Corporation Tax Deferred Annuity Plan
  • EBSA ind #15832

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 →

Legacy Community Health Services, Inc. 403(b) Plan in the asset neighbourhood

Lee University Defined Contribution Retirement PlaLee University Defined Contr…$63MTax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)Tax-Deferred Annuity Program…$63MTrinity Episcopal School Corporation Tax Deferred Annuity PlanTrinity Episcopal School Cor…$63MLegacy Community Health Services, Inc. 403(b) PlanLegacy Community Health Serv…$63M403(b) Thrift Plan for Employees of Special Service for Groups, Inc.403(b) Thrift Plan for Emplo…$63M
End-of-year total assets ($M) among Legacy Community Health Services, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$63M
Net Income$15M
Employer EIN760009637
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Community Health Services, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$74M 17.686870583083984% vs 2023
2024 filing year
$60M$65M$70M$75M$80M 20232024 $62.9M $74M ▲ +17.7%
Year Plans Participants Total Assets
2023 1 1,616 $63M
2024 1 1,758 $74M

Nearby Other Plans in Texas

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

Legacy Community Health Services, Inc. 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -10123 Total assets ($B) Participants Legacy Community Health Services, Inc. 403(b) Plan, Total assets ($B): 0.062905741 · Participants: 1616Legacy Community Health Services, Inc. 403(b) PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Legacy Community Health Services, Inc. 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants

Legacy Community Health Services, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Trinity Episcopal School Corporation Tax Deferred Annuity Plan in NY ($63M); by covered participants it is Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital in CA (1,614 participants). Same-state nearby plans are listed separately above.

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 Legacy Community Health Services, Inc. 403(b) Plan assets move in 2023?
Legacy Community Health Services, Inc. 403(b) Plan surged - up 32.1% during 2023, from $48M to $63M. Reported net income was $15M.
How have Legacy Community Health Services, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Legacy Community Health Services, Inc.'s sponsor-wide assets grew 17.7%, from $63M to $74M.
Where does Legacy Community Health Services, Inc. 403(b) Plan rank by assets among Form 5500 filers?
Legacy Community Health Services, Inc. 403(b) Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Legacy Community Health Services, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Trinity Episcopal School Corporation Tax Deferred Annuity Plan in NY ($63M, 260 participants).
Which Other plans cover a similar participant headcount to Legacy Community Health Services, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital in CA (1,614 participants, $78M in assets).