Defined Benefit (Pension) · DOL Form 5500 · 2024
Legacy Health Pension Plan
Data updated 2026-08-25
- $810M
- Total assets Above avg plan size
- 4,750
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $170,582
- Avg per participant Above avg balance/head
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.
- #16,610 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Legacy Health Employees Retirement Plan covers 4,750 participants in Oregon, 11x the typical Oregon plan (state average ~443 per filing). Assets: $810M.
- #16,610
- in Healthcare & Social Assistance (16,916 peers)
- -7.0%
- assets change YoY
- 8.1×
- vs typical plan assets (national mean)
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.
Legacy Health Employees Retirement Plan's outsized position by total assets
Legacy Health Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$810,265,983 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 Employees 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 Health Employees Retirement Plan lands in the large band (4,750 participants).
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.
Form 5500 schedule snapshot
Filing strip 237426300 · Legacy Health PY 2024 · Defined Benefit (Pension)
Legacy Health Employees Retirement Plan · $810M · 4,750 · 98th
- NET $810M
- NET 4,750
- NET 98th
- NET Defined Benefit (Pension)
- NET near Pcs U.S. Employees' Pension Plan
- NET ind #16610
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 Employees Retirement Plan in the asset neighbourhood
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)
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 Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Legacy Health Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Pcs U.S. Employees' Pension Plan in CO ($810M); by covered participants it is Ameriprise Financial Retirement Plan in MN (4,747 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($810M here).
- Pcs U.S. Employees' Pension Plan (CO) $810M · 1,243
- Pension Fund of Operating Engineers Local 513 (MO) $811M · 2,483
- Painters and Allied Trades District Council No. 35 Pension Fund (MA) $806M · 2,342
- Intel Minimum Pension Plan (CA) $815M · 18,776
Similar participant headcount
Nearest other-state filings by covered participants (4,750 participants); asset peers above are excluded.
- Ameriprise Financial Retirement Plan (MN) 4,747 · 3 off
- American Airlines, Inc. Pilot Retirement Benefit Program (TX) 4,746 · 4 off
- Burlington Northern Santa Fe Retirement Plan (TX) 4,759 · 9 off
- Pipe Trades Services Mn Pension Fund (MN) 4,759 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.