401(k) · DOL Form 5500 · 2023

ONELEGACY 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
406
Participants Below avg headcount
84th
Percentile by assets National rank
$103,651
Avg per participant Below avg balance/head
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Official DOL plan name: Onelegacy 403(b) Retirement Plan · Sponsored by ONELEGACY · California · Healthcare & Social Assistance

$42M in assets, 406 participants

ONELEGACY's Onelegacy 403(b) Retirement Plan reported $42M in total assets and 406 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,223 in Healthcare & Social Assistance (17,684 peers)

Where Onelegacy 403(b) Retirement Plan sits by assets

Onelegacy 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 406 participants (~$103,651/participant), up 12.6% in 2023.

#15,223
in Healthcare & Social Assistance (17,684 peers)
+12.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Onelegacy 403(b) Retirement Plan's outsized position by total assets

Onelegacy 403(b) Retirement Plan vs every filed plan by assets

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

$42,082,144 Top 16% higher than 84% 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

Onelegacy 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Onelegacy 403(b) Retirement Plan sits mid-pack in the medium band (406 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Onelegacy 403(b) Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Onelegacy 403(b) Retirement Plan reported participants rose from 317 in the plan year 2022 filing to 406 in the plan year 2023 filing.
  • Onelegacy 403(b) Retirement Plan end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953138799 · ONELEGACY PY 2023 · 401(k)

Onelegacy 403(b) Retirement Plan · $42M · 406 · 84th

  • BOY $42M
  • SCH 406
  • EBSA 84th
  • PART 401(k)
  • TYPE near Msrb 401(k) Retirement Plan
  • NET ind #15223

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 California →

Onelegacy 403(b) Retirement Plan in the asset neighbourhood

Legend Biotech 401(k) Plan$42MOnelegacy 403(b) Retirement PlanOnelegacy 403(b) Retirement …$42MMsrb 401(k) Retirement Plan$42MCollins Engineers, Inc. Profit Sharing and 401(k) Retirement PlanCollins Engineers, Inc. Prof…$42MTorc Robotics, Inc. 401(k) PlanTorc Robotics, Inc. 401(k) P…$42M
End-of-year total assets ($M) among Onelegacy 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN953138799
Plan Effective Date2001-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ONELEGACY)

Sponsor-wide plan assets over time

All ONELEGACY plans reported in each filing year

Latest sponsor-wide plan assets
$48M 29.00508001153252% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.4M $48.2M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 317 $37M
2023 1 406 $42M
2024 1 450 $48M

Nearby 401(k) Plans in California

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

Onelegacy 403(b) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Onelegacy 403(b) Retirement Plan, Total assets ($B): 0.042082144 · Participants: 406Onelegacy 403(b) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Onelegacy 403(b) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Onelegacy 403(b) Retirement Plan side-by-side with 3 peers →

Onelegacy 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Msrb 401(k) Retirement Plan in DC ($42M); by covered participants it is Motion Pt Group, Inc. 401(k) Plan in NJ (406 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (406 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 Onelegacy 403(b) Retirement Plan assets move in 2023? ▼
Onelegacy 403(b) Retirement Plan grew at a solid clip - up 12.6% during 2023, from $37M to $42M. Reported net income was $5M.
How have ONELEGACY plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ONELEGACY's sponsor-wide assets grew 29.0%, from $37M to $48M.
Where does Onelegacy 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Onelegacy 403(b) Retirement Plan ranks in the 84th 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 Onelegacy 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Msrb 401(k) Retirement Plan in DC ($42M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Onelegacy 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motion Pt Group, Inc. 401(k) Plan in NJ (406 participants, N/A 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 953138799.

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.