Profit Sharing · DOL Form 5500 · 2023
Legacy Health Profit Sharing Plan
Data updated 2026-08-25
- $697M
- Total assets Above avg plan size
- 11,313
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $61,576
- Avg per participant Low balance/head
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.
- #17,372 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oregon
Legacy Health Defined Contribution Retirement Plan covers 11,313 participants in Oregon, 26x the typical Oregon plan (state average ~443 per filing). Assets: $697M.
- #17,372
- in Healthcare & Social Assistance (17,684 peers)
- +25.1%
- assets growth YoY
- 7.0×
- vs typical plan assets (national mean)
Legacy Health Defined Contribution Retirement Plan's outsized position by total assets
Legacy Health Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$696,604,461 Top 2% higher than 98% 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 Defined Contribution Retirement Plan's mega-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 Defined Contribution Retirement Plan is a mega filing (11,313 participants), the rightmost band on the breakdown.
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.
Published 5500 schedule card
Filing strip 237426300 · Legacy Health PY 2023 · Profit Sharing
Legacy Health Defined Contribution Retirement Plan · $697M · 11,313 · 98th
- PCT $697M
- PCT 11,313
- PCT 98th
- PCT Profit Sharing
- PCT near Popular, Inc. Pr Savings and Investment Plan
- PCT ind #17372
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 Oregon →
Legacy Health Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Legacy Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.6B 30.983906303899992% vs 2022
- 2024 filing year
| 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.
- 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 $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 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)
Legacy Health Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Popular, Inc. Pr Savings and Investment Plan in PR ($701M); by covered participants it is Cedars-Sinai Health System Defined Contribution in CA (11,354 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($697M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (11,313 participants); asset peers above are excluded.
- Cedars-Sinai Health System Defined Contribution (CA) 11,354 · 41 off
- The Arc New York Affiliated Employers 401(k) Plan (NY) 11,366 · 53 off
- Presbyterian Healthcare Services 401(a) Plan (NM) 11,386 · 73 off
- Mason Tenders District Council Annuity Fund (NY) 11,237 · 76 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.