401(k) · DOL Form 5500 · 2023
Legacy Health Services 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 1,065
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $26,634
- Avg per participant Low balance/head
Official DOL plan name: Legacy Health Services 401(k) Retirement Savings Plan · Sponsored by Legacy Health Services · Ohio · Healthcare & Social Assistance
$28M in assets, 1,065 participants
Legacy Health Services's Legacy Health Services 401(k) Retirement Savings Plan reported $28M in total assets and 1,065 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,453 in Healthcare & Social Assistance (17,684 peers)
Where Legacy Health Services 401(k) Retirement Savings Plan sits by assets
Legacy Health Services 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $28M for 1,065 participants (~$26,634/participant), up 9.9% in 2023.
- #14,453
- in Healthcare & Social Assistance (17,684 peers)
- +9.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Legacy Health Services 401(k) Retirement Savings Plan's outsized position by total assets
Legacy Health Services 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,365,712 Top 22% higher than 78% 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
Legacy Health Services 401(k) Retirement Savings 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 Health Services 401(k) Retirement Savings Plan lands in the large band (1,065 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legacy Health Services 401(k) Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Legacy Health Services 401(k) Retirement Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Legacy Health Services 401(k) Retirement Savings Plan reported participants fell from 1,122 in the plan year 2022 filing to 1,065 in the plan year 2023 filing.
DOL schedule card
Filing strip 341663174 · Legacy Health Services PY 2023 · 401(k)
Legacy Health Services 401(k) Retirement Savings Plan · $28M · 1,065 · 78th
- EBSA $28M
- EBSA 1,065
- EBSA 78th
- EBSA 401(k)
- EBSA near Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit
- EBSA ind #14453
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 Ohio →
Legacy Health Services 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 341663174 |
| Plan Effective Date | 1993-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Health Services)
Sponsor-wide plan assets over time
All Legacy Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 20.518153243650215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,122 | $26M |
| 2023 | 1 | 1,065 | $28M |
| 2024 | 1 | 1,767 | $31M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Legacy Health Services 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA ($28M); by covered participants it is Farmers Pride Employee Profit Sharing and Savings Plan in PA (1,065 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,065 participants); asset peers above are excluded.
- Farmers Pride Employee Profit Sharing and Savings Plan (PA) 1,065 · 0 off
- Feldman Automotive 401(k) Plan & Trust (MI) 1,065 · 0 off
- Aegis Sciences Corporation 401(k) Plan (TN) 1,065 · 0 off
- Nuco2 Management LLC 401(k) Savings & Retirement Plan (FL) 1,065 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.