Other · DOL Form 5500 · 2022

New Directions Northwest, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
219
Participants Below avg headcount
42nd
Percentile by assets National rank
$15,007
Avg per participant Low balance/head
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Official DOL plan name: New Directions Northwest, Inc. 403b Profit Sharing Plan · Sponsored by New Directions Northwest, Inc. · Oregon · Healthcare & Social Assistance

$3M in assets, 219 participants

New Directions Northwest, Inc.'s New Directions Northwest, Inc. 403b Profit Sharing Plan reported $3M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,291 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oregon

New Directions Northwest, Inc. 403b Profit Sharing Plan covers 219 participants in Oregon, about 49% of the average Oregon filer (state average ~443 per filing). Assets: $3M.

#9,291
in Healthcare & Social Assistance (20,060 peers)
+22.0%
assets growth YoY

New Directions Northwest, Inc. 403b Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

New Directions Northwest, Inc. 403b Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,286,501 42nd percentile higher than 42% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

New Directions Northwest, Inc. 403b Profit Sharing 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. New Directions Northwest, Inc. 403b Profit Sharing Plan sits mid-pack in the medium band (219 participants).

DOL schedule card

Filing strip 930569254 · New Directions Northwest, Inc. PY 2022 · Other

New Directions Northwest, Inc. 403b Profit Sharing Plan · $3M · 219 · 42nd

  • VS-ST $3M
  • BOY 219
  • SCH 42nd
  • EBSA Other
  • PART near Duffy Health Center, Inc. 403(b) Plan
  • TYPE ind #9291

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 →

New Directions Northwest, Inc. 403b Profit Sharing Plan in the asset neighbourhood

New Directions Northwest, Inc. 403b Profit Sharing PlanNew Directions Northwest, In…$3MDuffy Health Center, Inc. 403(b) PlanDuffy Health Center, Inc. 40…$3M401(k) Profit Sharing Plan for Employees of Community Health Development, Inc.401(k) Profit Sharing Plan f…$3MTortilleria Atotonilco, Inc. Profit Sharing PlanTortilleria Atotonilco, Inc.…$3MEquinox, Inc. 403(b) Plan$3M
End-of-year total assets ($M) among New Directions Northwest, Inc. 403b Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$593K
Employer EIN930569254
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Directions Northwest, Inc.)

Sponsor-wide plan assets over time

All New Directions Northwest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 60.96912795705828% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.29M $5.29M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 219 $3M
2023 1 112 $4M
2024 1 134 $5M

Nearby Other Plans in Oregon

Peer Other plans, same state, same plan type, ranked by total assets.

New Directions Northwest, Inc. 403b Profit Sharing Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants New Directions Northwest, Inc. 403b Profit Sharing Plan, Total assets ($B): 0.003286501 · Participants: 219New Directions Northwest, Inc. 403b Profit Sharing PlanLegacy Health 403(b) Plan, Total assets ($B): 1.423656998 · Participants: 13568Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.562756788 · Participants: 5704Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.518895741 · Participants: 4485St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.51018806 · Participants: 6068Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.279686671 · Participants: 774Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
New Directions Northwest, Inc. 403b Profit Sharing Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare New Directions Northwest, Inc. 403b Profit Sharing Plan side-by-side with 3 peers →

New Directions Northwest, Inc. 403b Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Duffy Health Center, Inc. 403(b) Plan in MA ($3M); by covered participants it is The Mary Wade Home, Inc. 403(b) Savings Plan in CT (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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.

Frequently Asked Questions

How did New Directions Northwest, Inc. 403b Profit Sharing Plan assets move in 2022? ▼
New Directions Northwest, Inc. 403b Profit Sharing Plan grew sharply - up 22.0% during 2022, from $3M to $3M. Reported net income was $593K.
How have New Directions Northwest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Directions Northwest, Inc.'s sponsor-wide assets grew 61.0%, from $3M to $5M.
Which Other plans are similar in size to New Directions Northwest, Inc. 403b Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Duffy Health Center, Inc. 403(b) Plan in MA ($3M, 90 participants).
Which Other plans cover a similar participant headcount to New Directions Northwest, Inc. 403b Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is The Mary Wade Home, Inc. 403(b) Savings Plan in CT (219 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930569254.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.