Other · DOL Form 5500 · 2022
NWEA Retirement Plan
Data updated 2026-08-11
- $157M
- Total assets
- 782
- Participants
- 95th
- Percentile by assets
- $200,406
- Avg per participant
Official DOL plan name: Nwea DC Plan · Sponsored by NWEA · Oregon · Educational Services
$157M in assets, 782 participants
NWEA's Nwea DC Plan reported $157M in total assets and 782 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #3,660 in Educational Services (4,024 peers)
Where Nwea DC Plan sits by assets
Nwea DC Plan sits in the top 5% of all filed plans by assets, $157M for 782 participants (~$200,406/participant), down 4.2% in 2022.
- $157M
- total plan assets (2022 EOY)
- 782
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $200,406
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Nwea DC Plan vs the 2022 asset distribution
By assets, Nwea DC Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $164M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | -$7M |
| Employer EIN | 930686108 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (NWEA)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 782 | $157M |
| 2023 | 1 | 1,120 | $91M |
| 2024 | 1 | 10 | $87M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
Nwea DC Plan vs. nearby Other plans in Oregon, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Nwea DC Plan by total assets, not by location.
- Irc 403(b) Retirement Savings Plan (NY) $157M · 2,273
- St. Catherine University Defined Contribution Retirement Plan (MN) $157M · 974
- Emh Retirement Savings Plan (KY) $156M · 1,630
- Claremont Graduate University Academic Retirement Plan (CA) $156M · 514
Frequently Asked Questions
How did Nwea DC Plan assets move in 2022? ▼
How have NWEA plan assets changed over time? ▼
Where does Nwea DC Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Nwea DC Plan? ▼
Next read for Nwea DC Plan
Scale reading
Ways to act on Nwea DC Plan's numbers.
- By total assets, Nwea DC Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Oregon. Compare plans
- NWEA's sponsor-wide assets have declined 44.3% since 2022 across 3 plan years on file. More Educational Services plans