401(k) · DOL Form 5500 · 2023

Legacy Healthcare Services, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
2,629
Participants Above avg headcount
81st
Percentile by assets National rank
$13,134
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Legacy Healthcare Services, Inc. 401(k) Plan · Sponsored by Legacy Healthcare Services, Inc. · North Carolina · Healthcare & Social Assistance

$35M in assets, 2,629 participants

Legacy Healthcare Services, Inc.'s Legacy Healthcare Services, Inc. 401(k) Plan reported $35M in total assets and 2,629 participants in its 2023 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.

  • #14,850 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Legacy Healthcare Services, Inc. 401(k) Plan covers 2,629 participants in North Carolina, 3.2x the typical North Carolina plan (state average ~819 per filing). Assets: $35M.

#14,850
in Healthcare & Social Assistance (17,684 peers)
+34.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$34,529,938 Top 19% higher than 81% 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 Healthcare Services, Inc. 401(k) 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 Healthcare Services, Inc. 401(k) Plan lands in the large band (2,629 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy Healthcare Services, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Legacy Healthcare Services, Inc. 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Legacy Healthcare Services, Inc. 401(k) Plan reported participants rose from 2,054 in the plan year 2022 filing to 2,629 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311679605 · Legacy Healthcare Services, Inc. PY 2023 · 401(k)

Legacy Healthcare Services, Inc. 401(k) Plan · $35M · 2,629 · 81st

  • NET $35M
  • NET 2,629
  • NET 81st
  • NET 401(k)
  • NET near Ks Engineers, P.C. 401(k) Retirement Plan
  • NET ind #14850

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, …$35MKs Engineers, P.C. 401(k) Retirement PlanKs Engineers, P.C. 401(k) Re…$35MPixelogic 401(k) Profit Sharing PlanPixelogic 401(k) Profit Shar…$35MGorham Savings Bank 401(k) Incentive Savings PlanGorham Savings Bank 401(k) I…$35MMerrill Steel 401(k) Plan$35M
End-of-year total assets ($M) among Legacy Healthcare Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$35M
Net Income$9M
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. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Legacy Healthcare Services, Inc. 401(k) Plan, Total assets ($B): 0.034529938 · Participants: 2629Legacy Healthcare Services, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings 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 Ks Engineers, P.C. 401(k) Retirement Plan in NJ ($35M); by covered participants it is Not-for-Profit Retirement Savings Plan in IL (2,629 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,629 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 Legacy Healthcare Services, Inc. 401(k) Plan assets move in 2023? ▼
Legacy Healthcare Services, Inc. 401(k) Plan surged - up 34.7% during 2023, from $26M to $35M. Reported net income was $9M.
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 127,072 plans that reported assets for plan year 2023 (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 Ks Engineers, P.C. 401(k) Retirement Plan in NJ ($35M, 223 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 Not-for-Profit Retirement Savings Plan in IL (2,629 participants, $28M 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 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.