401(k) · DOL Form 5500 · 2024
Legacy Healthcare Financial Services, LLC 401(k) Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 5,898
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $17,770
- Avg per participant Low balance/head
Official DOL plan name: Legacy Healthcare 401(k) Retirement Plan · Sponsored by Legacy Healthcare Financial Services, LLC · Illinois · Healthcare & Social Assistance
$105M in assets, 5,898 participants
Legacy Healthcare Financial Services, LLC's Legacy Healthcare 401(k) Retirement Plan reported $105M in total assets and 5,898 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,538 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Legacy Healthcare 401(k) Retirement Plan covers 5,898 participants in Illinois, 7.6x the typical Illinois plan (state average ~779 per filing). Assets: $105M.
- #15,538
- in Healthcare & Social Assistance (16,916 peers)
- +69.7%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Legacy Healthcare 401(k) Retirement Plan's outsized position by total assets
Legacy Healthcare 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$104,807,769 Top 9% higher than 91% 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 401(k) Retirement 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 401(k) Retirement Plan lands in the large band (5,898 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy Healthcare 401(k) Retirement Plan end-of-year assets rose from $62M in the plan year 2023 filing to $105M in the plan year 2024 filing.
- Legacy Healthcare 401(k) Retirement Plan reported participants rose from 4,911 in the plan year 2023 filing to 5,898 in the plan year 2024 filing.
- Legacy Healthcare 401(k) Retirement Plan reported net income fell from $19M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 363151856 · Legacy Healthcare Financial Services, LLC PY 2024 · 401(k)
Legacy Healthcare 401(k) Retirement Plan · $105M · 5,898 · 91st
- RANK $105M
- PHOTO 5,898
- IND 91st
- EOY 401(k)
- 5500 near Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan
- ASSETS ind #15538
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 Illinois →
Legacy Healthcare 401(k) Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $16M |
| Employer EIN | 363151856 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Healthcare Financial Services, LLC)
Sponsor-wide plan assets over time
All Legacy Healthcare Financial Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 148.48304168494292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,504 | $42M |
| 2023 | 1 | 4,911 | $62M |
| 2024 | 1 | 5,898 | $105M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Scale composition for Legacy Healthcare 401(k) Retirement Plan
Legacy Healthcare 401(k) Retirement Plan reports $105M in end-of-year assets across 5,898 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $17,770 per participant (13% of the national average assets-per-participant) . Net income for plan year 2024 was $16M.
This plan identity (EIN 363151856, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $42M to $105M (+148.5%) while covered participants moved from 4,504 to 5,898 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,504 | $42M | Open filing |
| 2023 | 4,911 | $62M | Open filing |
| 2024 · index core | 5,898 | $105M | This page |
Legacy Healthcare 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan in NY ($105M); by covered participants it is Homeservices Retirement Savings Plan in MN (5,900 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan (NY) $105M · 160
- White River Health System 401(k) Plan (AR) $105M · 1,609
- Beyondtrust Corporation 401(k) Plan (MS) $105M · 731
- Martin's Famous Pastry Shoppe, Inc. 401(k) Profit Sharing Plan (PA) $105M · 1,177
Similar participant headcount
Nearest other-state filings by covered participants (5,898 participants); asset peers above are excluded.
- Homeservices Retirement Savings Plan (MN) 5,900 · 2 off
- Computershare 401(k) Retirement Plan (MA) 5,902 · 4 off
- Rich's 401(k) Plan (NY) 5,902 · 4 off
- Stripe, Inc. 401(k) Plan (CA) 5,904 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.