Plan Ledger DOL Form 5500 · updated monthly

Legacy Health403(b)

LEGACY HEALTH 403(B) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.02%

Legacy Health reported $286,793 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.018% to 0.016%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 5th-largest of 1,021 plans among Oregon employers on file, and the 88th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,974,060,677
Participants with balances19,337
Active participants14,472
Employer contributions—
Employee contributions$133,181,082
Employer contribution per active participant—
Average account balance$102,087
Benefits paid to participants$131,983,151
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.0B · 19,337 accts
2023$1.7B · 19,176 accts · $3K emplr
2022$1.4B · 18,346 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$286,793
Total administrative$286,793
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$286,793

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$286,793 · 0.02%
2023$283,631 · 0.02%
2022$272,040 · 0.02%
All plans at this employer2
LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing plan
LEGACY HEALTH 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Lifepoint Health, Inc. TN$2.0B · 0.09%
The Methodist Hospital TX$2.0B · 0.08%
US Acute Care Solutions OH$1.9B · 0.03%
Pmg Services, Inc. FL$1.9B · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237426300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.