Profit Sharing · DOL Form 5500 · 2024

Legacy Health Profit Sharing Plan

Data updated 2026-07-24

$817M
Total assets: 12,025
Participants: 98th
Percentile by assets: $67,958
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

Coverage in Oregon

Legacy Health Defined Contribution Retirement Plan covers 12,025 participants in Oregon, 27x the typical Oregon plan (state average ~440 per filing). Assets: $817M.

$817M
total plan assets (2024 EOY): 12,025
covered participants: 98th
percentile by assets (of 116,472 plans): $67,958
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Oregon

Industry

Healthcare & Social Assistance

Participants vs Oregon filers

In Oregon, the average filing covers about 440 participants across 1,627 plans. Legacy Health Defined Contribution Retirement Plan reports 12,025 participants - 27x that state average ($817M EOY assets).

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)

Total plan assets by year, all Legacy Health plans on file

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.

Legacy Health Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants

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

Compare Legacy Health Defined Contribution Retir… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Legacy Health Defined Contribution Retirement Plan by total assets, not by location.

Popular, Inc. Pr Savings and Investment Plan (PR) $819M · 8,332
Thedacare Retirement and 403(b) Savings Plan (WI) $838M · 6,180
The Retirement and Savings Plan for Amgen Manufacturing Limited LLC (PR) $780M · 2,608
I.U.O.E. Local 14-14b Annuity Fund (NY) $856M · 1,168

Frequently Asked Questions

How did Legacy Health Defined Contribution Retirement Plan assets move in 2024? ▼

Legacy Health Defined Contribution Retirement Plan grew sharply - up 17.3% during 2024, from $697M to $817M. Reported net income was $121M.

How have Legacy Health plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Legacy Health's sponsor-wide assets grew 31.0%, from $2.7B to $3.6B.

Where does Legacy Health Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Legacy Health Defined Contribution Retirement Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Legacy Health Defined Contribution Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Popular, Inc. Pr Savings and Investment Plan in PR ($819M, 8,332 participants).

Next read for Legacy Health Defined Contribution Retir…

Filing takeaways

Ways to act on Legacy Health Defined Contribution Retirement Plan's numbers.

By total assets, Legacy Health Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing 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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.