Other · DOL Form 5500 · 2024
Conservation Legacy Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 300
- Participants Below avg headcount
- 33rd
- Percentile by assets National rank
- $9,187
- Avg per participant Low balance/head
Official DOL plan name: Conservation Legacy 403(b) Retirement Plan · Sponsored by Conservation Legacy · Colorado · Agriculture, Forestry & Fishing
$3M in assets, 300 participants
Conservation Legacy's Conservation Legacy 403(b) Retirement Plan reported $3M in total assets and 300 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #409 in Agriculture, Forestry & Fishing (1,217 peers)
Conservation Legacy multi-year trail
Conservation Legacy's plans moved +50.7% in assets from 2022 to 2024; this filing shows Conservation Legacy 403(b) Retirement Plan at $3M / 300 participants.
- #409
- in Agriculture, Forestry & Fishing (1,217 peers)
- +31.5%
- assets growth YoY
Conservation Legacy 403(b) Retirement Plan among the smaller filed plans by assets
Conservation Legacy 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,756,092 33rd percentile higher than 33% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Conservation Legacy 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Conservation Legacy 403(b) Retirement Plan sits mid-pack in the medium band (300 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Conservation Legacy 403(b) Retirement Plan reported net income rose from $266K in the plan year 2023 filing to $661K in the plan year 2024 filing.
- Conservation Legacy 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Conservation Legacy 403(b) Retirement Plan reported participants rose from 283 in the plan year 2023 filing to 300 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 841450808 · Conservation Legacy PY 2024 · Other
Conservation Legacy 403(b) Retirement Plan · $3M · 300 · 33rd
- BOY $3M
- BOY 300
- BOY 33rd
- BOY Other
- BOY near 403(b) Thrift Plan for Employees of Open Door Health Center
- BOY ind #409
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Colorado →
Conservation Legacy 403(b) Retirement Plan in the asset neighbourhood
Conservation Legacy multi-year asset trail
Sponsor-wide plan assets over time
All Conservation Legacy plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 50.69431344792499% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 226 | $2M |
| 2023 | 1 | 283 | $2M |
| 2024 | 1 | 300 | $3M |
Conservation Legacy filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $661K |
| Employer EIN | 841450808 |
| Plan Effective Date | 2006-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.2B · 1,662
- Children's Hospital Colorado 403(b) Plan $1.0B · 9,224
- University of Denver Retirement Plan $909M · 7,356
- Nrel 403(b) Employee Savings Plan $625M · 3,207
- Colorado College Retirement Benefit Plan $382M · 717
Conservation Legacy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is 403(b) Thrift Plan for Employees of Open Door Health Center in MN ($3M); by covered participants it is The University of the Arts Defined Contribution Retirement Plan in NJ (300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (300 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.