401(k) · DOL Form 5500 · 2023

Legacy Healthcare Financial Services, LLC 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
4,911
Participants Above avg headcount
88th
Percentile by assets National rank
$12,572
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Legacy Healthcare 401(k) Retirement Plan · Sponsored by Legacy Healthcare Financial Services, LLC · Illinois · Healthcare & Social Assistance

$62M in assets, 4,911 participants

Legacy Healthcare Financial Services, LLC's Legacy Healthcare 401(k) Retirement Plan reported $62M in total assets and 4,911 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,817 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Legacy Healthcare 401(k) Retirement Plan covers 4,911 participants in Illinois, 6.3x the typical Illinois plan (state average ~779 per filing). Assets: $62M.

#15,817
in Healthcare & Social Assistance (17,684 peers)
+46.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Legacy Healthcare 401(k) Retirement Plan's outsized position by total assets

Legacy Healthcare 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$61,743,440 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Legacy Healthcare 401(k) 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 Healthcare 401(k) Retirement Plan lands in the large band (4,911 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy Healthcare 401(k) Retirement Plan reported net income rose from $53K in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Legacy Healthcare 401(k) Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $62M in the plan year 2023 filing.
  • Legacy Healthcare 401(k) Retirement Plan reported participants rose from 4,504 in the plan year 2022 filing to 4,911 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363151856 · Legacy Healthcare Financial Services, LLC PY 2023 · 401(k)

Legacy Healthcare 401(k) Retirement Plan · $62M · 4,911 · 88th

  • EOY $62M
  • EOY 4,911
  • EOY 88th
  • EOY 401(k)
  • EOY near Heinen's Inc. Associates' Retirement Income Plan
  • EOY ind #15817

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 Illinois →

Legacy Healthcare 401(k) Retirement Plan in the asset neighbourhood

Cytel Inc. Retirement Plan$62MBeltservice Corporation 401(k) Profit Sharing PlanBeltservice Corporation 401(…$62MLegacy Healthcare 401(k) Retirement PlanLegacy Healthcare 401(k) Ret…$62MHeinen's Inc. Associates' Retirement Income PlanHeinen's Inc. Associates' Re…$62MRegis Retirement Savings Plan$62M
End-of-year total assets ($M) among Legacy Healthcare 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$61M
Net Income$19M
Employer EIN363151856
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Healthcare Financial Services, LLC)

Sponsor-wide plan assets over time

All Legacy Healthcare Financial Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$105M 148.48304168494292% vs 2022
2024 filing year
$20M$40M$60M$80M$100M$120M 202220232024 $42.2M $105M ▲ +148.5%
Year Plans Participants Total Assets
2022 1 4,504 $42M
2023 1 4,911 $62M
2024 1 5,898 $105M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Legacy Healthcare 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Legacy Healthcare 401(k) Retirement Plan, Total assets ($B): 0.06174344 · Participants: 4911Legacy Healthcare 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Legacy Healthcare 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Legacy Healthcare 401(k) Retirement Plan side-by-side with 3 peers →

Legacy Healthcare 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Heinen's Inc. Associates' Retirement Income Plan in OH ($62M); by covered participants it is Latham & Watkins 401(k) Savings and Profit Sharing Plan in CA (4,911 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,911 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Legacy Healthcare 401(k) Retirement Plan assets move in 2023? ▼
Legacy Healthcare 401(k) Retirement Plan surged - up 46.4% during 2023, from $42M to $62M. Reported net income was $19M.
How have Legacy Healthcare Financial Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Healthcare Financial Services, LLC's sponsor-wide assets grew 148.5%, from $42M to $105M.
Where does Legacy Healthcare 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Legacy Healthcare 401(k) Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Legacy Healthcare 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heinen's Inc. Associates' Retirement Income Plan in OH ($62M, 775 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Healthcare 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Latham & Watkins 401(k) Savings and Profit Sharing Plan in CA (4,911 participants, $2.7B in assets).

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 363151856.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.