Profit Sharing · DOL Form 5500 · 2024
Legacy Health Profit Sharing Plan
Data updated 2026-08-25
- $817M
- Total assets Above avg plan size
- 12,025
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $67,958
- Avg per participant Below avg balance/head
Official DOL plan name: Legacy Health Defined Contribution Retirement Plan · Sponsored by Legacy Health · Oregon · Healthcare & Social Assistance
$817M in assets, 12,025 participants
Legacy Health's Legacy Health Defined Contribution Retirement Plan reported $817M in total assets and 12,025 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,611 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Legacy Health Defined Contribution Retirement Plan covers 12,025 participants in Oregon, 27x the typical Oregon plan (state average ~443 per filing). Assets: $817M.
- #16,611
- in Healthcare & Social Assistance (16,916 peers)
- +17.3%
- assets growth YoY
- 8.2×
- vs typical plan assets (national mean)
Legacy Health Defined Contribution Retirement Plan's outsized position by total assets
Legacy Health Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$817,192,113 Top 2% higher than 98% 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
Legacy Health Defined Contribution Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Health Defined Contribution Retirement Plan is a mega filing (12,025 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy Health Defined Contribution Retirement Plan end-of-year assets rose from $697M in the plan year 2023 filing to $817M in the plan year 2024 filing.
- Legacy Health Defined Contribution Retirement Plan reported net income fell from $140M in the plan year 2023 filing to $121M in the plan year 2024 filing.
- Legacy Health Defined Contribution Retirement Plan reported participants rose from 11,313 in the plan year 2023 filing to 12,025 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 237426300 · Legacy Health PY 2024 · Profit Sharing
Legacy Health Defined Contribution Retirement Plan · $817M · 12,025 · 98th
- EIN $817M
- EIN 12,025
- EIN 98th
- EIN Profit Sharing
- EIN near Popular, Inc. Pr Savings and Investment Plan
- EIN ind #16611
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 Oregon →
Legacy Health Defined Contribution Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $697M |
|---|---|
| Net Assets (End of Year) | $817M |
| Net Income | $121M |
| Employer EIN | 237426300 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Health)
Sponsor-wide plan assets over time
All Legacy Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.6B 30.983906303899992% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 30,092 | $2.7B |
| 2023 | 3 | 30,711 | $3.3B |
| 2024 | 3 | 31,365 | $3.6B |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $865M · 5,738
- Willamette University Defined Contribution Retirement Plan $212M · 730
- The Hoffman Employee Retirement Income Plan $191M · 634
- Tuality Healthcare Performance Retirement Plan - 403(b) $120M · 1,263
- Lemnis DC Plan $87M · 10
Scale composition for Legacy Health Defined Contribution Retirement Plan
Legacy Health Defined Contribution Retirement Plan reports $817M in end-of-year assets across 12,025 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $67,958 per participant (49% of the national average assets-per-participant) . Net income for plan year 2024 was $121M.
This plan identity (EIN 237426300, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $557M to $817M (+46.7%) while covered participants moved from 10,849 to 12,025 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,849 | $557M | Open filing |
| 2023 | 11,313 | $697M | Open filing |
| 2024 · index core | 12,025 | $817M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Legacy Health 403(b) Plan (Other, $2.0B, 14,590 participants)
- Legacy Health Employees Retirement Plan (Defined Benefit (Pension), $810M, 4,750 participants)
Legacy Health Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Popular, Inc. Pr Savings and Investment Plan in PR ($819M); by covered participants it is Multicare Health System Retirement Account Plan in WA (11,865 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($817M here).
- Popular, Inc. Pr Savings and Investment Plan (PR) $819M · 8,332
- Thedacare Retirement and 403(b) Savings Plan (WI) $838M · 6,180
- Uma Retirement Plan (SC) $848M · 2,827
- Morgan, Lewis & Bockius LLP Defined Contribution Plan (PA) $781M · 2,477
Similar participant headcount
Nearest other-state filings by covered participants (12,025 participants); asset peers above are excluded.
- Multicare Health System Retirement Account Plan (WA) 11,865 · 160 off
- Presbyterian Healthcare Services 401(a) Plan (NM) 11,854 · 171 off
- Mason Tenders District Council Annuity Fund (NY) 11,824 · 201 off
- Childrens Healthcare of Atlanta Growth Plan (GA) 12,290 · 265 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.