401(k) · DOL Form 5500 · 2024

Legacy Health Services 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
1,767
Participants Near avg headcount
78th
Percentile by assets National rank
$17,608
Avg per participant Low balance/head
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Official DOL plan name: Legacy Health Services 401(k) Retirement Savings Plan · Sponsored by Legacy Health Services · Ohio · Healthcare & Social Assistance

$31M in assets, 1,767 participants

Legacy Health Services's Legacy Health Services 401(k) Retirement Savings Plan reported $31M in total assets and 1,767 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,733 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Legacy Health Services 401(k) Retirement Savings Plan covers 1,767 participants in Ohio, 2.3x the typical Ohio plan (state average ~765 per filing). Assets: $31M.

#13,733
in Healthcare & Social Assistance (16,916 peers)
+9.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Legacy Health Services 401(k) Retirement Savings Plan's outsized position by total assets

Legacy Health Services 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$31,113,422 Top 22% higher than 78% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Legacy Health Services 401(k) Retirement Savings 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 Services 401(k) Retirement Savings Plan lands in the large band (1,767 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Legacy Health Services 401(k) Retirement Savings Plan reported participants rose from 1,065 in the plan year 2023 filing to 1,767 in the plan year 2024 filing.
  • Legacy Health Services 401(k) Retirement Savings Plan end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Legacy Health Services 401(k) Retirement Savings Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 341663174 · Legacy Health Services PY 2024 · 401(k)

Legacy Health Services 401(k) Retirement Savings Plan · $31M · 1,767 · 78th

  • PHOTO $31M
  • IND 1,767
  • EOY 78th
  • 5500 401(k)
  • ASSETS near Superior Inc & Affiliates 401(k) Plan
  • PCT ind #13733

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 Ohio →

Legacy Health Services 401(k) Retirement Savings Plan in the asset neighbourhood

Empire Office, Inc. 401(k) Plan IIEmpire Office, Inc. 401(k) P…$31MLegacy Health Services 401(k) Retirement Savings PlanLegacy Health Services 401(k…$31MSuperior Inc & Affiliates 401(k) PlanSuperior Inc & Affiliates 40…$31MTecnico Corporation 401(k) PlanTecnico Corporation 401(k) P…$31MPacific Steel Group 401(k) PlanPacific Steel Group 401(k) P…$31M
End-of-year total assets ($M) among Legacy Health Services 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN341663174
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Health Services)

Sponsor-wide plan assets over time

All Legacy Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$31M 20.518153243650215% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.8M $31.1M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 1,122 $26M
2023 1 1,065 $28M
2024 1 1,767 $31M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Legacy Health Services 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Legacy Health Services 401(k) Retirement Savings Plan, Total assets ($B): 0.031113422 · Participants: 1767Legacy Health Services 401(k) Retirement Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Legacy Health Services 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Legacy Health Services 401(k) Retirement Savings Plan side-by-side with 3 peers →

Legacy Health Services 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Superior Inc & Affiliates 401(k) Plan in AR ($31M); by covered participants it is I a T S E Local 764 401(k) Plan in NY (1,767 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,767 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Legacy Health Services 401(k) Retirement Savings Plan assets move in 2024? ▼
Legacy Health Services 401(k) Retirement Savings Plan grew at a solid clip - up 9.7% during 2024, from $28M to $31M. Reported net income was $3M.
How have Legacy Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Health Services's sponsor-wide assets grew 20.5%, from $26M to $31M.
Where does Legacy Health Services 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Legacy Health Services 401(k) Retirement Savings Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Legacy Health Services 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Superior Inc & Affiliates 401(k) Plan in AR ($31M, 893 participants).
Which 401(k) plans cover a similar participant headcount to Legacy Health Services 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I a T S E Local 764 401(k) Plan in NY (1,767 participants, $100M in assets).

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 341663174.

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.