Profit Sharing · DOL Form 5500 · 2022
Kaiser Foundation Health Plan of the Northwest Profit Sharing Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 898
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $44,896
- Avg per participant Low balance/head
Official DOL plan name: Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust · Sponsored by Kaiser Foundation Health Plan of the Northwest · Oregon · Healthcare & Social Assistance
$40M in assets, 898 participants
Kaiser Foundation Health Plan of the Northwest's Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust reported $40M in total assets and 898 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #17,703 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust covers 898 participants in Oregon, 2.0x the typical Oregon plan (state average ~443 per filing). Assets: $40M.
- #17,703
- in Healthcare & Social Assistance (20,060 peers)
- -23.4%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust's outsized position by total assets
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$40,316,723 Top 14% higher than 86% 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
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust 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. Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust sits mid-pack in the medium band (898 participants).
Published 5500 schedule card
Filing strip 930798039 · Kaiser Foundation Health Plan of the Northwest PY 2022 · Profit Sharing
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust · $40M · 898 · 86th
- TYPE $40M
- NET 898
- BOOK 86th
- VS-ST Profit Sharing
- BOY near Miller Electric Company Employees Profit Sharing Plan
- SCH ind #17703
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 Oregon →
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$12M |
| Employer EIN | 930798039 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan of the Northwest)
Sponsor-wide plan assets over time
All Kaiser Foundation Health Plan of the Northwest plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 4.762988797477414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 898 | $40M |
| 2023 | 1 | 821 | $43M |
| 2024 | 1 | 774 | $42M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $731M · 5,197
- Legacy Health Defined Contribution Retirement Plan $557M · 10,849
- Willamette University Defined Contribution Retirement Plan $177M · 765
- The Hoffman Employee Retirement Income Plan $147M · 483
- Goodwill Industries Employee Retirement and Incentive Plan $61M · 1,519
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Miller Electric Company Employees Profit Sharing Plan in FL ($40M); by covered participants it is Independent Group Home Living Program, Inc. 401(a) in NY (898 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (898 participants); asset peers above are excluded.
- Independent Group Home Living Program, Inc. 401(a) (NY) 898 · 0 off
- The Thresholds Defined Contribution Retirement Plan (IL) 899 · 1 off
- Bricklayers & Allied Craftworkers Local 13 Defined Contribution Pension Plan (NV) 900 · 2 off
- Boston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates (PR) 901 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.