Other · DOL Form 5500 · 2024
Legacy Health Retirement Plan
Data updated 2026-07-24
- $2.0B
- Total assets
- 14,590
- Participants
- 99th
- Percentile by assets
- $135,302
- Avg per participant
Official DOL plan name: Legacy Health 403(b) Plan · Sponsored by Legacy Health · Oregon · Healthcare & Social Assistance
$2.0B in assets, 14,590 participants
Legacy Health's Legacy Health 403(b) Plan reported $2.0B in total assets and 14,590 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
Coverage in Oregon
Legacy Health 403(b) Plan covers 14,590 participants in Oregon, 33x the typical Oregon plan (state average ~440 per filing). Assets: $2.0B.
- $2.0B
- total plan assets (2024 EOY)
- 14,590
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $135,302
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy Health 403(b) Plan reported net income fell from $300M in the plan year 2023 filing to $250M in the plan year 2024 filing.
- Legacy Health 403(b) Plan end-of-year assets rose from $1.7B in the plan year 2023 filing to $2.0B in the plan year 2024 filing.
- Legacy Health 403(b) Plan reported participants rose from 14,249 in the plan year 2023 filing to 14,590 in the plan year 2024 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. Legacy Health 403(b) Plan reports 14,590 participants - 33x that state average ($2.0B EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | $250M |
| Employer EIN | 237426300 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 30,092 | $2.7B |
| 2023 | 3 | 30,711 | $3.3B |
| 2024 | 3 | 31,365 | $3.6B |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
Legacy Health 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
- Asante 403b Plan $759M · 5,850
- St. Charles Health System, Inc. Retirement Plan $744M · 4,769
- Samaritan Health Services Tax Sheltered Annuity Pl $703M · 6,429
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $337M · 807
- Reed College Retirement Plan $255M · 724
Similar-Sized Other Plans Nationally
Other plans in other states closest to Legacy Health 403(b) Plan by total assets, not by location.
- Howard Hughes Medical Institute Retirement Savings Plan (MD) $2.0B · 2,666
- The University of Chicago Supplemental Retirement Plan (IL) $1.9B · 8,635
- Children's Hospital Medical Center Employee Savings Plan (OH) $2.0B · 19,570
- Orlando Health Retirement Savings Plan 403b (FL) $1.9B · 27,987
Frequently Asked Questions
How did Legacy Health 403(b) Plan assets move in 2024? ▼
How have Legacy Health plan assets changed over time? ▼
Where does Legacy Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Legacy Health 403(b) Plan? ▼
Next read for Legacy Health 403(b) Plan
Filing takeaways
Ways to act on Legacy Health 403(b) Plan's numbers.
- By total assets, Legacy Health 403(b) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Oregon. Compare plans
- Legacy Health's sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237426300.
Read our methodology - how this data is sourced, computed, and verified.