Defined Benefit (Pension) · DOL Form 5500 · 2024
Legacy Health Pension Plan
Data updated 2026-07-24
- $810M
- Total assets
- 4,750
- Participants
- 98th
- Percentile by assets
- $170,582
- Avg per participant
Official DOL plan name: Legacy Health Employees Retirement Plan · Sponsored by Legacy Health · Oregon · Healthcare & Social Assistance
$810M in assets, 4,750 participants
Legacy Health's Legacy Health Employees Retirement Plan reported $810M in total assets and 4,750 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 Employees Retirement Plan covers 4,750 participants in Oregon, 11x the typical Oregon plan (state average ~440 per filing). Assets: $810M.
- $810M
- total plan assets (2024 EOY)
- 4,750
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $170,582
- avg assets per participant
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy Health Employees Retirement Plan reported net income fell from $48M in the plan year 2023 filing to -$15M in the plan year 2024 filing.
- Legacy Health Employees Retirement Plan reported participants fell from 5,149 in the plan year 2023 filing to 4,750 in the plan year 2024 filing.
- Legacy Health Employees Retirement Plan end-of-year assets fell from $871M in the plan year 2023 filing to $810M 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 Employees Retirement Plan reports 4,750 participants - 11x that state average ($810M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $871M |
|---|---|
| Net Assets (End of Year) | $753M |
| Net Income | -$15M |
| Employer EIN | 237426300 |
| Plan Effective Date | 1964-01-01 |
| 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 Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Legacy Health Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
- Northwest Sheet Metal Workers Pension Plan $1.7B · 4,783
- Xpo Pension Plan $1.5B · 4,421
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.3B · 3,464
- Precision Castparts Corp. Retirement Plan $1.2B · 1,890
- Oregon Retail Employees Pension Plan $1.2B · 21,971
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Legacy Health Employees Retirement Plan by total assets, not by location.
- Pcs U.S. Employees' Pension Plan (CO) $810M · 1,243
- Pension Fund of Operating Engineers Local 513 (MO) $811M · 2,483
- Intel Minimum Pension Plan (CA) $815M · 18,776
- IBEW 332 Pension Plan - Part a (CA) $817M · 2,119
Frequently Asked Questions
How did Legacy Health Employees Retirement Plan assets move in 2024? ▼
How have Legacy Health plan assets changed over time? ▼
Where does Legacy Health Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Legacy Health Employees Retirement Plan? ▼
Next read for Legacy Health Employees Retirement Plan
Filing takeaways
Ways to act on Legacy Health Employees Retirement Plan's numbers.
- By total assets, Legacy Health Employees 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 Defined Benefit (Pension) 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.