401(k) · DOL Form 5500 · 2024
Legacy Healthcare Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 2,619
- Participants Above avg headcount
- 81st
- Percentile by assets National rank
- $14,853
- Avg per participant Low balance/head
Official DOL plan name: Legacy Healthcare Services, Inc. 401(k) Plan · Sponsored by Legacy Healthcare Services, Inc. · North Carolina · Healthcare & Social Assistance
$39M in assets, 2,619 participants
Legacy Healthcare Services, Inc.'s Legacy Healthcare Services, Inc. 401(k) Plan reported $39M in total assets and 2,619 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #14,170 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Legacy Healthcare Services, Inc. 401(k) Plan covers 2,619 participants in North Carolina, 3.2x the typical North Carolina plan (state average ~819 per filing). Assets: $39M.
- #14,170
- in Healthcare & Social Assistance (16,916 peers)
- +12.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Legacy Healthcare Services, Inc. 401(k) Plan's outsized position by total assets
Legacy Healthcare Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,899,095 Top 19% higher than 81% 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 Healthcare Services, Inc. 401(k) Plan's large-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 Healthcare Services, Inc. 401(k) Plan lands in the large band (2,619 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy Healthcare Services, Inc. 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Legacy Healthcare Services, Inc. 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- Legacy Healthcare Services, Inc. 401(k) Plan reported participants fell from 2,629 in the plan year 2023 filing to 2,619 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 311679605 · Legacy Healthcare Services, Inc. PY 2024 · 401(k)
Legacy Healthcare Services, Inc. 401(k) Plan · $39M · 2,619 · 81st
- ASSETS $39M
- PCT 2,619
- EIN 81st
- RANK 401(k)
- PHOTO near R.W. Beckett Profit Sharing and 401(k) Plan
- IND ind #14170
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 North Carolina →
Legacy Healthcare Services, Inc. 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 311679605 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Healthcare Services, Inc.)
Sponsor-wide plan assets over time
All Legacy Healthcare Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 51.793793674656186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,054 | $26M |
| 2023 | 1 | 2,629 | $35M |
| 2024 | 1 | 2,619 | $39M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Legacy Healthcare Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is R.W. Beckett Profit Sharing and 401(k) Plan in OH ($39M); by covered participants it is Resources Global Professionals 401(k) Savings Plan in TX (2,619 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- R.W. Beckett Profit Sharing and 401(k) Plan (OH) $39M · 295
- Procept Biorobotics Corporation 401(k) Plan (CA) $39M · 609
- Silvi Concrete Products, Inc. 401(k) Plan (PA) $39M · 530
- Sarsen Capital 401(k) Plan and Trust (OH) $39M · 57
Similar participant headcount
Nearest other-state filings by covered participants (2,619 participants); asset peers above are excluded.
- Resources Global Professionals 401(k) Savings Plan (TX) 2,619 · 0 off
- Graco Employee Investment Plan (MN) 2,618 · 1 off
- Monarch Landscape Companies 401(k) Plan (CA) 2,620 · 1 off
- Interfor U.S. 401(k) Plan () 2,620 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.