Other · DOL Form 5500 · 2024

Legacy Treatment Services, Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
679
Participants Below avg headcount
67th
Percentile by assets National rank
$24,682
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Legacy Treatment Services, Inc. 403b Plan · Sponsored by Legacy Treatment Services, Inc. · New Jersey · Other Services

$17M in assets, 679 participants

Legacy Treatment Services, Inc.'s Legacy Treatment Services, Inc. 403b Plan reported $17M in total assets and 679 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,291 in Other Services (7,719 peers)

Legacy Treatment Services, Inc. multi-year trail

Legacy Treatment Services, Inc.'s plans moved +25.8% in assets from 2022 to 2024; this filing shows Legacy Treatment Services, Inc. 403b Plan at $17M / 679 participants.

#6,291
in Other Services (7,719 peers)
+9.0%
assets growth YoY

Legacy Treatment Services, Inc. 403b Plan's outsized position by total assets

Legacy Treatment Services, Inc. 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,759,043 Top 33% higher than 67% of 123,620 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 2024

Legacy Treatment Services, Inc. 403b 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. Legacy Treatment Services, Inc. 403b Plan sits mid-pack in the medium band (679 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Legacy Treatment Services, Inc. 403b Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Legacy Treatment Services, Inc. 403b Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Legacy Treatment Services, Inc. 403b Plan reported participants fell from 700 in the plan year 2023 filing to 679 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 210638161 · Legacy Treatment Services, Inc. PY 2024 · Other

Legacy Treatment Services, Inc. 403b Plan · $17M · 679 · 67th

  • NET $17M
  • BOOK 679
  • VS-ST 67th
  • BOY Other
  • SCH near Accion Opportunity Fund Community Development 403(b) Plan
  • EBSA ind #6291

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 Other Services retirement plans → · Plans in New Jersey →

Legacy Treatment Services, Inc. 403b Plan in the asset neighbourhood

Accion Opportunity Fund Community Development 403(b) PlanAccion Opportunity Fund Comm…$17MLegacy Treatment Services, Inc. 403b PlanLegacy Treatment Services, I…$17MNew England Historic Genealogical Society Defined Contribution PlanNew England Historic Genealo…$17MHealthlinc, Inc. 403(b) Plan$17MCommunity Residences Retirement PlanCommunity Residences Retirem…$17M
End-of-year total assets ($M) among Legacy Treatment Services, Inc. 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Legacy Treatment Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Legacy Treatment Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 25.815344627982345% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.3M $16.8M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 751 $13M
2023 1 700 $15M
2024 1 679 $17M

Legacy Treatment Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN210638161
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Legacy Treatment Services, Inc. 403b Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Legacy Treatment Services, Inc. 403b Plan, Total assets ($B): 0.016759043 · Participants: 679Legacy Treatment Services, Inc. 403b PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.804837689 · Participants: 16823Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.735336458 · Participants: 8763Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.498394819 · Participants: 28403Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.297256025 · Participants: 21490Atlantic Health System 403(b) Retirement Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.982278507 · Participants: 3501Educational Testing Service 403(b) Retirement Savings Plan
Legacy Treatment Services, Inc. 403b Plan vs. nearby Other plans in New Jersey, assets vs. participants

Legacy Treatment Services, Inc. 403b Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Accion Opportunity Fund Community Development 403(b) Plan in CA ($17M); by covered participants it is Women in Need 403(b) Retirement Plan in NY (679 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (679 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.

Frequently Asked Questions

How did Legacy Treatment Services, Inc. 403b Plan assets move in 2024?
Legacy Treatment Services, Inc. 403b Plan grew at a solid clip - up 9.0% during 2024, from $15M to $17M. Reported net income was $1M.
How have Legacy Treatment Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Legacy Treatment Services, Inc.'s sponsor-wide assets grew 25.8%, from $13M to $17M.
Which Other plans are similar in size to Legacy Treatment Services, Inc. 403b Plan?
Among Other plans in other states, the closest by assets is Accion Opportunity Fund Community Development 403(b) Plan in CA ($17M, 126 participants).
Which Other plans cover a similar participant headcount to Legacy Treatment Services, Inc. 403b Plan?
Among Other plans in other states, the closest by covered participants is Women in Need 403(b) Retirement Plan in NY (679 participants, $8M in assets).