Legacy Health, Portland, OR. EIN 23-7426300. Annual reports 2009–2024. Also filed as Legacy Health System.
Legacy Health has 3 active retirement plans on file. The largest is the Legacy Health 403(b) Plan, with 20,439 participants and $2.0 billion in assets in 2024.
Active plans
3
Participants
46,088
Plan assets
$3.5 billion
Plans on file
3
Industry
Health care
All 3 plans
Active plans first
Legacy Health 403(b) Plan
403(b)Active
Active. The plan filed its annual report for the 2024 plan year.
Plan number
003Employer EIN 23-7426300
Participants (2024)
20,439
Net assets (2024)
$2.0 billion
Plan administrator
Legacy Health 1919 NW Lovejoy Street Portland, OR 97209 (503) 415-5600As filed for 2024
In effect since
January 1, 1984
Plans merged into this one: Silverton Hospital Plan Your Future Program (2016).
Earlier sponsor: Legacy Health System (2009–2015).
Earlier plan names: Legacy Health System 403(b) Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
20,439
$2.0 billion
not listed
2023
20,128
$1.7 billion
not listed
2022
19,196
$1.4 billion
not listed
2021
18,206
$1.6 billion
not listed
2020
16,939
$1.4 billion
not listed
2019
16,896
$1.2 billion
not listed
2018
16,846
$913 million
not listed
2017
16,570
$906 million
not listed
2016
16,416
$729 million
not listed
2015
15,214
$598 million
not listed
2014
14,115
$566 million
not listed
2013
14,328
$511 million
not listed
2012
13,513
$410 million
not listed
2011
13,229
$345 million
not listed
2010
12,340
$326 million
not listed
2009
11,095
$269 million
not listed
Legacy Health Defined Contribution Retirement Plan
Profit-sharing planActive
Active. The plan filed its annual report for the 2024 plan year.
Plan number
002Employer EIN 23-7426300
Participants (2024)
14,662
Net assets (2024)
$817 million
Plan administrator
Legacy Health 1919 NW Lovejoy Street Portland, OR 97209 (503) 415-5600As filed for 2024
In effect since
January 1, 1984
Earlier sponsor: Legacy Health System (2009–2015).
Earlier plan names: Legacy Health System Defined Contribution Retirement Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
14,662
$817 million
not listed
2023
15,363
$697 million
not listed
2022
14,341
$557 million
not listed
2021
13,734
$606 million
not listed
2020
13,701
$501 million
not listed
2019
13,372
$379 million
not listed
2018
13,162
$282 million
not listed
2017
11,374
$250 million
not listed
2016
11,303
$176 million
not listed
2015
10,572
$160 million
not listed
2014
10,441
$152 million
not listed
2013
11,537
$136 million
not listed
2012
11,619
$111 million
not listed
2011
12,194
$93.0 million
not listed
2010
11,476
$86.2 million
not listed
2009
8,661
$70.7 million
not listed
Legacy Health Employees Retirement Plan
Cash balance pensionActive
Active. The plan filed its annual report for the 2024 plan year.
Plan number
001Employer EIN 23-7426300
Participants (2024)
10,987
Net assets (2024)
$753 million
Plan administrator
Legacy Health 1919 NW Lovejoy Street Portland, OR 97209 (503) 415-5600As filed for 2024
In effect since
January 1, 1964
Earlier sponsor: Legacy Health System (2009–2010).
Earlier plan names: Legacy Health System Employees Retirement Plan; Revised Legacy Health Employees Retirement Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
10,987
$753 million
not listed
2023
11,580
$768 million
not listed
2022
11,969
$719 million
not listed
2021
12,636
$1.0 billion
not listed
2020
13,128
$969 million
not listed
2019
13,649
$859 million
not listed
2018
14,274
$749 million
not listed
2017
14,785
$833 million
not listed
2016
14,759
$760 million
not listed
2015
13,905
$750 million
not listed
2014
13,270
$695 million
not listed
2013
12,844
$637 million
not listed
2012
12,537
$580 million
not listed
2011
12,247
$501 million
not listed
2010
12,006
$422 million
not listed
2009
11,792
$370 million
not listed
If you had money in one of these plans
Or call the plan administrator listed on the plan below ((503) 415-5600). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.