Other · DOL Form 5500 · 2022

Northwestern Medical Center, Inc Retirement Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
796
Participants Near avg headcount
89th
Percentile by assets National rank
$69,684
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Northwestern Medical Center, Inc. 403(b) Plan · Sponsored by Northwestern Medical Center, Inc · Vermont · Healthcare & Social Assistance

$55M in assets, 796 participants

Northwestern Medical Center, Inc's Northwestern Medical Center, Inc. 403(b) Plan reported $55M in total assets and 796 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,154 in Healthcare & Social Assistance (20,060 peers)

Coverage in Vermont

Northwestern Medical Center, Inc. 403(b) Plan covers 796 participants in Vermont, 3.3x the typical Vermont plan (state average ~245 per filing). Assets: $55M.

#18,154
in Healthcare & Social Assistance (20,060 peers)
-21.4%
assets change YoY
0.6×
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.

Northwestern Medical Center, Inc. 403(b) Plan's outsized position by total assets

Northwestern Medical Center, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$55,468,777 Top 11% higher than 89% of 139,123 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 2022

Northwestern Medical Center, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwestern Medical Center, Inc. 403(b) Plan sits mid-pack in the medium band (796 participants).

Form 5500 schedule snapshot

Filing strip 030266986 · Northwestern Medical Center, Inc PY 2022 · Other

Northwestern Medical Center, Inc. 403(b) Plan · $55M · 796 · 89th

  • EIN $55M
  • EIN 796
  • EIN 89th
  • EIN Other
  • EIN near San Francisco Museum of Modern Art Retirement Plan
  • EIN ind #18154

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 Vermont →

Northwestern Medical Center, Inc. 403(b) Plan in the asset neighbourhood

Lee University Defined Contribution Retirement PlaLee University Defined Contr…$56MNorthwestern Medical Center, Inc. 403(b) PlanNorthwestern Medical Center,…$55MSan Francisco Museum of Modern Art Retirement PlanSan Francisco Museum of Mode…$55MFroedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift PlanFroedtert Memorial Lutheran …$55MCalhoun School 403(b) DC Plan$55M
End-of-year total assets ($M) among Northwestern Medical Center, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$55M
Net Income-$15M
Employer EIN030266986
Plan Effective Date1995-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northwestern Medical Center, Inc)

Sponsor-wide plan assets over time

All Northwestern Medical Center, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$93M 24.292201965611095% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $75M $93.2M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 1,371 $75M
2023 2 1,162 $80M
2024 1 731 $93M

Nearby Other Plans in Vermont

Peer Other plans, same state, same plan type, ranked by total assets.

Northwestern Medical Center, Inc. 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 050100150200250300 Total assets ($M) Participants Northwestern Medical Center, Inc. 403(b) Plan, Total assets ($M): 55.468777 · Participants: 796Northwestern Medical Center, Inc. 403(b) PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 269.425824 · Participants: 1039Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 223.445542 · Participants: 1754Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 154.371749 · Participants: 929Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 79.545269 · Participants: 447World Learning, Inc. Retirement PlanSouthwestern Vermont Health Care 403(b) Retirement Savings Plan, Total assets ($M): 60.683749 · Participants: 1227Southwestern Vermont Health Care 403(b) Retirement Savings Plan
Northwestern Medical Center, Inc. 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Northwestern Medical Center, Inc. 403(b) Plan side-by-side with 3 peers →

Northwestern Medical Center, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is San Francisco Museum of Modern Art Retirement Plan in CA ($55M); by covered participants it is Uniontown Hospital Tax Sheltered Annuity Plan in PA (795 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (796 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Northwestern Medical Center, Inc. 403(b) Plan assets move in 2022? ▼
Northwestern Medical Center, Inc. 403(b) Plan declined sharply - down 21.4% during 2022, from $71M to $55M. Reported net income was -$15M.
How have Northwestern Medical Center, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northwestern Medical Center, Inc's sponsor-wide assets grew 24.3%, from $75M to $93M.
Where does Northwestern Medical Center, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Northwestern Medical Center, Inc. 403(b) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Northwestern Medical Center, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is San Francisco Museum of Modern Art Retirement Plan in CA ($55M, 483 participants).
Which Other plans cover a similar participant headcount to Northwestern Medical Center, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Uniontown Hospital Tax Sheltered Annuity Plan in PA (795 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030266986.

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.