Profit Sharing · DOL Form 5500 · 2023
Legacy Health Profit Sharing Plan
Data updated 2026-08-06
- $697M
- Total assets
- 11,313
- Participants
- 98th
- Percentile by assets
- $61,576
- Avg per participant
Official DOL plan name: Legacy Health Defined Contribution Retirement Plan · Sponsored by Legacy Health · Oregon · Healthcare & Social Assistance
$697M in assets, 11,313 participants
Legacy Health's Legacy Health Defined Contribution Retirement Plan reported $697M in total assets and 11,313 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 126,618 plans)
- #17,314 in Healthcare & Social Assistance (17,626 peers)
Coverage in Oregon
Legacy Health Defined Contribution Retirement Plan covers 11,313 participants in Oregon, 26x the typical Oregon plan (state average ~440 per filing). Assets: $697M.
- $697M
- total plan assets (2023 EOY)
- 11,313
- covered participants
- 98th
- percentile by assets (of 126,618 plans)
- $61,576
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legacy Health Defined Contribution Retirement Plan reported net income rose from -$49M in the plan year 2022 filing to $140M in the plan year 2023 filing.
- Legacy Health Defined Contribution Retirement Plan end-of-year assets rose from $557M in the plan year 2022 filing to $697M in the plan year 2023 filing.
- Legacy Health Defined Contribution Retirement Plan reported participants rose from 10,849 in the plan year 2022 filing to 11,313 in the plan year 2023 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. Legacy Health Defined Contribution Retirement Plan reports 11,313 participants - 26x that state average ($697M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $557M |
|---|---|
| Net Assets (End of Year) | $697M |
| Net Income | $140M |
| 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.
Legacy Health Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
- Les Schwab Profit Sharing Retirement Plan $805M · 5,463
- Les Schwab Profit Sharing Retirement Plan $770M · 5,474
- Willamette University Defined Contribution Retirement Plan $195M · 766
- The Hoffman Employee Retirement Income Plan $172M · 485
- Tuality Healthcare Performance Retirement Plan - 403(b) $105M · 1,300
Scale composition for Legacy Health Defined Contribution Retirement Plan
Legacy Health Defined Contribution Retirement Plan reports $697M in end-of-year assets across 11,313 participants (0.006% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.013% of 89,805,449 covered participants) - about $61,576 per participant (45% of the national average assets-per-participant) . Net income for plan year 2023 was $140M.
This plan identity (EIN 237426300, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $557M to $817M (+46.7%) while covered participants moved from 10,849 to 12,025 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,849 | $557M | Open filing |
| 2023 | 11,313 | $697M | This page |
| 2024 · index core | 12,025 | $817M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Legacy Health 403(b) Plan (Other, $2.0B, 14,590 participants)
- Legacy Health Defined Contribution Retirement Plan (Profit Sharing, $817M, 12,025 participants)
- Legacy Health Employees Retirement Plan (Defined Benefit (Pension), $810M, 4,750 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Legacy Health Defined Contribution Retirement Plan by total assets, not by location.
- Popular, Inc. Pr Savings and Investment Plan (PR) $701M · 8,134
- Southwest Carpenters Annuity Fund (CA) $708M · 52,075
- Morgan, Lewis & Bockius LLP Defined Contribution Plan (PA) $714M · 2,458
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund (MA) $679M · 6,360
Frequently Asked Questions
How did Legacy Health Defined Contribution Retirement Plan assets move in 2023? ▼
How have Legacy Health plan assets changed over time? ▼
Where does Legacy Health Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Legacy Health Defined Contribution Retirement Plan? ▼
Next read for Legacy Health Defined Contribution Retir…
Filing takeaways
Ways to act on Legacy Health Defined Contribution Retirement Plan's numbers.
- By total assets, Legacy Health Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
- Legacy Health's sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans