Defined Benefit (Pension) · DOL Form 5500 · 2023
Legacy Health Pension Plan
Data updated 2026-08-25
- $871M
- Total assets Above avg plan size
- 5,149
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $169,187
- Avg per participant Above avg balance/head
Official DOL plan name: Legacy Health Employees Retirement Plan · Sponsored by Legacy Health · Oregon · Healthcare & Social Assistance
$871M in assets, 5,149 participants
Legacy Health's Legacy Health Employees Retirement Plan reported $871M in total assets and 5,149 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.
- #17,440 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oregon
Legacy Health Employees Retirement Plan covers 5,149 participants in Oregon, 12x the typical Oregon plan (state average ~443 per filing). Assets: $871M.
- #17,440
- in Healthcare & Social Assistance (17,684 peers)
- +13.3%
- assets growth YoY
- 8.7×
- vs typical plan assets (national mean)
Legacy Health Employees Retirement Plan's outsized position by total assets
Legacy Health Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$871,144,326 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 Employees Retirement 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 Employees Retirement Plan lands in the large band (5,149 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legacy Health Employees Retirement Plan reported net income rose from -$285M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- Legacy Health Employees Retirement Plan end-of-year assets rose from $769M in the plan year 2022 filing to $871M in the plan year 2023 filing.
- Legacy Health Employees Retirement Plan reported participants fell from 5,675 in the plan year 2022 filing to 5,149 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 237426300 · Legacy Health PY 2023 · Defined Benefit (Pension)
Legacy Health Employees Retirement Plan · $871M · 5,149 · 98th
- NET $871M
- BOOK 5,149
- VS-ST 98th
- BOY Defined Benefit (Pension)
- SCH near Permanente Physicians Retirement Plan for Mapmg
- EBSA ind #17440
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 Employees Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $769M |
|---|---|
| Net Assets (End of Year) | $768M |
| Net Income | $48M |
| Employer EIN | 237426300 |
| Plan Effective Date | 1964-01-01 |
| 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 Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Xpo Pension Plan $1.7B · 4,840
- Northwest Sheet Metal Workers Pension Plan $1.5B · 4,660
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.1B · 3,351
- Precision Castparts Corp. Retirement Plan $1.1B · 2,018
- Oregon Retail Employees Pension Plan $1.0B · 20,043
Scale composition for Legacy Health Employees Retirement Plan
Legacy Health Employees Retirement Plan reports $871M in end-of-year assets across 5,149 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $169,187 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $48M.
This plan identity (EIN 237426300, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $769M to $810M (+5.4%) while covered participants moved from 5,675 to 4,750 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,675 | $769M | Open filing |
| 2023 | 5,149 | $871M | This page |
| 2024 · index core | 4,750 | $810M | 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 Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Permanente Physicians Retirement Plan for Mapmg in CA ($871M); by covered participants it is Iuoe Stationary Engineers Local 39 Pension Plan in CA (5,142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($871M here).
- Permanente Physicians Retirement Plan for Mapmg (CA) $871M · 2,074
- Crown Cork & Seal Company, Inc. Pension Plan (PA) $870M · 2,278
- Auto-Owners Insurance Company Retirement Income Plan (MI) $875M · 5,094
- Enbridge Employee Services, Inc. Employees' Pension Plan (TX) $875M · 3,482
Similar participant headcount
Nearest other-state filings by covered participants (5,149 participants); asset peers above are excluded.
- Iuoe Stationary Engineers Local 39 Pension Plan (CA) 5,142 · 7 off
- Novo Nordisk Inc. Money Purchase Plan (NJ) 5,135 · 14 off
- Burlington Northern Santa Fe Retirement Plan (TX) 5,122 · 27 off
- The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers (TX) 5,096 · 53 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.