LEGACY HEALTH 403(B) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
LEGACY HEALTH
This Profit Sharing plan holds $1.7B in total assets and serves 14,249 participants as of 2023. It is sponsored by LEGACY HEALTH in Oregon. The plan reported positive net income of $300M for the year.
What the Filing Says About LEGACY HEALTH 403(B) PLAN
LEGACY HEALTH 403(B) PLAN is a Profit Sharing retirement plan sponsored by LEGACY HEALTH, headquartered in Oregon. As of the 2023 Form 5500 filing, the plan reports $1.7B in total end-of-year assets and covers 14,249 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 237426300, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $1.4B at the beginning of 2023 to $1.7B at year-end — a gain of 21.1%. Net assets (after liabilities) closed the year at $1.7B, with reported net income of $300M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $1.4B |
| Total Assets (End of Year) | $1.7B |
| Net Assets (End of Year) | $1.7B |
| Net Income | $300M |
| Plan Type | Profit Sharing |
| Employer EIN | 237426300 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LEGACY HEALTH)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 30,092 | $2.7B |
| 2023 | 3 | 30,711 | $3.3B |
| 2024 | 3 | 31,365 | $3.6B |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- ASANTE 403B PLAN $684M · 5,682
- SAMARITAN HEALTH SERVICES TAX SHELTERED ANNUITY PL $615M · 6,234
- LEWIS & CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN $316M · 789
- THYSSENKRUPP 401(K) PLAN NORTH AMERICA $270M · 2,588
- UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY $247M · 811
Related Data
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Frequently Asked Questions
How much money is in the LEGACY HEALTH 403(B) PLAN? ▼
What type of plan is LEGACY HEALTH 403(B) PLAN? ▼
Who sponsors the LEGACY HEALTH 403(B) PLAN? ▼
How did LEGACY HEALTH 403(B) PLAN perform in 2023? ▼
Where can I find official filings for LEGACY HEALTH 403(B) PLAN? ▼
How does LEGACY HEALTH 403(B) PLAN compare to other plans? ▼
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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 237426300.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.