Other · DOL Form 5500 · 2022
Northwest Energy Efficiency Alliance, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $188,942
- Avg per participant Above avg balance/head
Official DOL plan name: Northwest Energy Efficiency Alliance Retirement Plan · Sponsored by Northwest Energy Efficiency Alliance, Inc. · Oregon · Other Services
$20M in assets, 105 participants
Northwest Energy Efficiency Alliance, Inc.'s Northwest Energy Efficiency Alliance Retirement Plan reported $20M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #7,364 in Other Services (8,398 peers)
Coverage in Oregon
Northwest Energy Efficiency Alliance Retirement Plan covers 105 participants in Oregon, about 24% of the average Oregon filer (state average ~443 per filing). Assets: $20M.
- #7,364
- in Other Services (8,398 peers)
- -11.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northwest Energy Efficiency Alliance Retirement Plan's outsized position by total assets
Northwest Energy Efficiency Alliance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,838,891 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Northwest Energy Efficiency Alliance Retirement 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. Northwest Energy Efficiency Alliance Retirement Plan sits mid-pack in the medium band (105 participants).
Published 5500 schedule card
Filing strip 931228867 · Northwest Energy Efficiency Alliance, Inc. PY 2022 · Other
Northwest Energy Efficiency Alliance Retirement Plan · $20M · 105 · 77th
- TYPE $20M
- TYPE 105
- TYPE 77th
- TYPE Other
- TYPE near Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan
- TYPE ind #7364
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 Other Services retirement plans → · Plans in Oregon →
Northwest Energy Efficiency Alliance Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$3M |
| Employer EIN | 931228867 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwest Energy Efficiency Alliance, Inc.)
Sponsor-wide plan assets over time
All Northwest Energy Efficiency Alliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 28.361156881198653% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $20M |
| 2023 | 1 | 90 | $23M |
| 2024 | 1 | 96 | $25M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.4B · 13,568
- Asante 403b Plan $563M · 5,704
- St. Charles Health System Retirement Plan $519M · 4,485
- Samaritan Health Services Tax Sheltered Annuity Pl $510M · 6,068
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $280M · 774
Northwest Energy Efficiency Alliance Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan in NH ($20M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 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.