Other · DOL Form 5500 · 2022
NWEA Retirement Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 782
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $200,406
- Avg per participant Above avg balance/head
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.
- #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.
- #3,660
- in Educational Services (4,024 peers)
- -4.2%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
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's outsized position by total assets
Nwea DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$156,717,228 Top 5% higher than 95% 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
Nwea DC 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. Nwea DC Plan sits mid-pack in the medium band (782 participants).
Form 5500 schedule snapshot
Filing strip 930686108 · NWEA PY 2022 · Other
Nwea DC Plan · $157M · 782 · 95th
- NET $157M
- NET 782
- NET 95th
- NET Other
- NET near Irc 403(b) Retirement Savings Plan
- NET ind #3660
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 →
Nwea DC Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All NWEA plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 44.253019202202836% vs 2022
- 2024 filing year
| 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.
- 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
Nwea DC Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Irc 403(b) Retirement Savings Plan in NY ($157M); by covered participants it is Community Healthcare Network 403(b) Plan in NY (781 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (782 participants); asset peers above are excluded.
- Community Healthcare Network 403(b) Plan (NY) 781 · 1 off
- Ascend Learning, Inc. 403(b) Plan (NY) 783 · 1 off
- Agrace Hospicecare Employee Retirement Plan (WI) 784 · 2 off
- St. Mary's University Defined Contribution Retirement Plan (TX) 780 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.