Other · DOL Form 5500 · 2022

Education Northwest Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
98
Participants Small participant base
90th
Percentile by assets National rank
$623,768
Avg per participant High balance/head
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Official DOL plan name: Education Northwest Defined Contribution Plan · Sponsored by Education Northwest · Oregon · Educational Services

$61M in assets, 98 participants

Education Northwest's Education Northwest Defined Contribution Plan reported $61M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,249 in Educational Services (4,024 peers)

Where Education Northwest Defined Contribution Plan sits by assets

Education Northwest Defined Contribution Plan sits in the top 10% of all filed plans by assets, $61M for 98 participants (~$623,768/participant), down 15.2% in 2022.

#3,249
in Educational Services (4,024 peers)
-15.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Education Northwest Defined Contribution Plan's outsized position by total assets

Education Northwest Defined Contribution Plan vs every filed plan by assets

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

$61,129,274 Top 10% higher than 90% 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

Education Northwest Defined Contribution Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Education Northwest Defined Contribution Plan is a small filing (98 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 930553346 · Education Northwest PY 2022 · Other

Education Northwest Defined Contribution Plan · $61M · 98 · 90th

  • VS-ST $61M
  • BOY 98
  • SCH 90th
  • EBSA Other
  • PART near White Plains Hospital Center 403(b) Tax Deferred Annuity Plan
  • TYPE ind #3249

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 Educational Services retirement plans → · Plans in Oregon →

Education Northwest Defined Contribution Plan in the asset neighbourhood

Columbia College Retirement Savings PlanColumbia College Retirement …$61MEducation Northwest Defined Contribution PlanEducation Northwest Defined …$61MWhite Plains Hospital Center 403(b) Tax Deferred Annuity PlanWhite Plains Hospital Center…$61MCarnegie Institution of Washington Supplemental Retirement Annuity (Sra) PlanCarnegie Institution of Wash…$61MRadiological Society of North America Defined Contribution Retirement PlanRadiological Society of Nort…$61M
End-of-year total assets ($M) among Education Northwest Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$61M
Net Income-$11M
Employer EIN930553346
Plan Effective Date1976-01-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Education Northwest)

Sponsor-wide plan assets over time

All Education Northwest plans reported in each filing year

Latest sponsor-wide plan assets
$70M 15.257388792152184% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $61.1M $70.5M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 98 $61M
2023 1 89 $66M
2024 1 76 $70M

Nearby Other Plans in Oregon

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

Education Northwest Defined Contribution Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Education Northwest Defined Contribution Plan, Total assets ($B): 0.061129274 · Participants: 98Education Northwest Defined Contribution PlanLegacy Health 403(b) Plan, Total assets ($B): 1.423656998 · Participants: 13568Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.562756788 · Participants: 5704Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.518895741 · Participants: 4485St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.51018806 · Participants: 6068Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.279686671 · Participants: 774Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Education Northwest Defined Contribution Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Education Northwest Defined Contribution Plan side-by-side with 3 peers →

Education Northwest Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is White Plains Hospital Center 403(b) Tax Deferred Annuity Plan in NY ($61M); by covered participants it is Albuquerque Health Care for the Homeless 403(b) Retirement Plan in NM (98 participants). Same-state nearby plans are listed separately above.

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 Education Northwest Defined Contribution Plan assets move in 2022? ▼
Education Northwest Defined Contribution Plan declined sharply - down 15.2% during 2022, from $72M to $61M. Reported net income was -$11M.
How have Education Northwest plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Education Northwest's sponsor-wide assets grew 15.3%, from $61M to $70M.
Where does Education Northwest Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Education Northwest Defined Contribution Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Education Northwest Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is White Plains Hospital Center 403(b) Tax Deferred Annuity Plan in NY ($61M, 493 participants).
Which Other plans cover a similar participant headcount to Education Northwest Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Albuquerque Health Care for the Homeless 403(b) Retirement Plan in NM (98 participants, $2M 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 930553346.

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.