Other · DOL Form 5500 · 2022

Northwestern Medical Center, Inc Retirement Plan

Data updated 2026-08-11

$55M
Total assets
796
Participants
89th
Percentile by assets
$69,684
Avg per participant
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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.

  • 89th percentile by assets (of 139,126 plans)
  • #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.

$55M
total plan assets (2022 EOY)
796
covered participants
89th
percentile by assets (of 139,126 plans)
$69,684
avg assets per participant

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.

Where Northwestern Medical Center, Inc. 403(b) Plan sits 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 $2,010,000,000 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

State
Vermont
Industry
Healthcare & Social Assistance

Participants vs Vermont filers

In Vermont, the average filing covers about 245 participants across 327 plans. Northwestern Medical Center, Inc. 403(b) Plan reports 796 participants - 3.3x that state average ($55M EOY assets).

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)

$70M$80M$90M$100M 202220232024 $75M $93.2M ▲ +24.3%
Total plan assets by year, all Northwestern Medical Center, Inc plans on file
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 ($M) Participants Northwestern Medical…, Total assets ($M): 55.468777 · Participants: 796Northwestern Medical…Middlebury College V…, Total assets ($M): 269.425824 · Participants: 1039Middlebury College V…Rutland Regional Hea…, Total assets ($M): 223.445542 · Participants: 1754Rutland Regional Hea…Norwich University D…, Total assets ($M): 154.371749 · Participants: 929Norwich University D…World Learning, Inc.…, Total assets ($M): 79.545269 · Participants: 447World Learning, Inc.…Southwestern Vermont…, Total assets ($M): 60.683749 · Participants: 1227Southwestern Vermont…
Northwestern Medical Center, Inc. 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Northwestern Medical Center, Inc. 403(b)… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Northwestern Medical Center, Inc. 403(b) Plan by total assets, not by location.

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).

Next read for Northwestern Medical Center, Inc. 403(b)…

Filing takeaways

Ways to act on Northwestern Medical Center, Inc. 403(b) Plan's numbers.

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.