Defined Benefit (Pension) · DOL Form 5500 · 2022
Northwest Permanente, P.C., Physicians & Surgeons Pension Plan
Data updated 2026-08-25
- $652M
- Total assets Above avg plan size
- 830
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $785,563
- Avg per participant High balance/head
Official DOL plan name: Permanente Physicians Retirement Plan · Sponsored by Northwest Permanente, P.C., Physicians & Surgeons · Oregon · Healthcare & Social Assistance
$652M in assets, 830 participants
Northwest Permanente, P.C., Physicians & Surgeons's Permanente Physicians Retirement Plan reported $652M in total assets and 830 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,771 in Healthcare & Social Assistance (20,060 peers)
Where Permanente Physicians Retirement Plan sits by assets
Permanente Physicians Retirement Plan sits in the top 5% of all filed plans by assets, $652M for 830 participants (~$785,563/participant), down 20.5% in 2022.
- #19,771
- in Healthcare & Social Assistance (20,060 peers)
- -20.5%
- assets change YoY
- 6.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $168M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Permanente Physicians Retirement Plan's outsized position by total assets
Permanente Physicians Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$652,017,390 Top 2% higher than 98% 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
Permanente Physicians 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. Permanente Physicians Retirement Plan sits mid-pack in the medium band (830 participants).
Published 5500 schedule card
Filing strip 930698548 · Northwest Permanente, P.C., Physicians & Surgeons PY 2022 · Defined Benefit (Pension)
Permanente Physicians Retirement Plan · $652M · 830 · 98th
- PCT $652M
- PCT 830
- PCT 98th
- PCT Defined Benefit (Pension)
- PCT near Johns Hopkins University Support Staff Pension Plan
- PCT ind #19771
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 →
Permanente Physicians Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $820M |
|---|---|
| Net Assets (End of Year) | $652M |
| Net Income | -$168M |
| Employer EIN | 930698548 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwest Permanente, P.C., Physicians & Surgeons)
Sponsor-wide plan assets over time
All Northwest Permanente, P.C., Physicians & Surgeons plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 31.77770154165107% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 5,332 | $2.1B |
| 2023 | 6 | 5,486 | $2.5B |
| 2024 | 6 | 5,501 | $2.8B |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Xpo Logistics Pension Plan $1.6B · 5,364
- Northwest Sheet Metal Workers Pension Plan $1.4B · 4,602
- Oregon Retail Employees Pension Plan $983M · 23,156
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan $965M · 3,037
- Precision Castparts Corp. Retirement Plan $918M · 2,212
Permanente Physicians Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Johns Hopkins University Support Staff Pension Plan in MD ($652M); by covered participants it is Capital Blue Cross Retirement Plan in PA (830 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($652M here).
- Johns Hopkins University Support Staff Pension Plan (MD) $652M · 3,003
- Western PA Electrical Employees Pension Trust Fund (PA) $652M · 2,579
- Sheet Metal Workers' Local 73 Pension Fund (IL) $653M · 1,887
- Jones Day Qualified Defined Benefit Plan (OH) $653M · 946
Similar participant headcount
Nearest other-state filings by covered participants (830 participants); asset peers above are excluded.
- Capital Blue Cross Retirement Plan (PA) 830 · 0 off
- Moen Incorporated Pension Plan (OH) 830 · 0 off
- Employers & Operating Engineers Local 520 Pension Fund (IL) 830 · 0 off
- Pension Plan of Anne Arundel Medical Center (MD) 831 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.