Other · DOL Form 5500 · 2023

Northwestern Medical Center, Inc Retirement Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
709
Participants Below avg headcount
90th
Percentile by assets National rank
$112,818
Avg per participant Below avg balance/head
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Official DOL plan name: Northwestern Medical Center, Inc. 403(b) Plan · Sponsored by Northwestern Medical Center, Inc · Vermont · Healthcare & Social Assistance

$80M in assets, 709 participants

Northwestern Medical Center, Inc's Northwestern Medical Center, Inc. 403(b) Plan reported $80M in total assets and 709 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,114 in Healthcare & Social Assistance (17,684 peers)

Coverage in Vermont

Northwestern Medical Center, Inc. 403(b) Plan covers 709 participants in Vermont, 2.9x the typical Vermont plan (state average ~245 per filing). Assets: $80M.

#16,114
in Healthcare & Social Assistance (17,684 peers)
+44.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Northwestern Medical Center, Inc. 403(b) Plan's outsized position by total assets

Northwestern Medical Center, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$79,988,127 Top 10% higher than 90% of 127,068 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 2023

Northwestern Medical Center, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwestern Medical Center, Inc. 403(b) Plan sits mid-pack in the medium band (709 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northwestern Medical Center, Inc. 403(b) Plan reported net income rose from -$15M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Northwestern Medical Center, Inc. 403(b) Plan end-of-year assets rose from $55M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • Northwestern Medical Center, Inc. 403(b) Plan reported participants fell from 796 in the plan year 2022 filing to 709 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030266986 · Northwestern Medical Center, Inc PY 2023 · Other

Northwestern Medical Center, Inc. 403(b) Plan · $80M · 709 · 90th

  • TYPE $80M
  • TYPE 709
  • TYPE 90th
  • TYPE Other
  • TYPE near The Columbus Academy Defined Contribution Retirement Plan
  • TYPE ind #16114

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 Vermont →

Northwestern Medical Center, Inc. 403(b) Plan in the asset neighbourhood

Children's Health System, Inc. Defined Contribution PlanChildren's Health System, In…$80MAlbuquerque Academy Retirement PlanAlbuquerque Academy Retireme…$80MNorthwestern Medical Center, Inc. 403(b) PlanNorthwestern Medical Center,…$80MThe Columbus Academy Defined Contribution Retirement PlanThe Columbus Academy Defined…$80MNew England Law Boston Defined Contribution Retirement PlanNew England Law Boston Defin…$80M
End-of-year total assets ($M) among Northwestern Medical Center, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$80M
Net Income$25M
Employer EIN030266986
Plan Effective Date1995-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northwestern Medical Center, Inc)

Sponsor-wide plan assets over time

All Northwestern Medical Center, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$93M 24.292201965611095% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $75M $93.2M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 1,371 $75M
2023 2 1,162 $80M
2024 1 731 $93M

Nearby Other Plans in Vermont

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

Northwestern Medical Center, Inc. 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 50100150200250300350 Total assets ($M) Participants Northwestern Medical Center, Inc. 403(b) Plan, Total assets ($M): 79.988127 · Participants: 709Northwestern Medical Center, Inc. 403(b) PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 293.937464 · Participants: 1104Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 259.589445 · Participants: 1787Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 170.239839 · Participants: 1126Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 88.539922 · Participants: 464World Learning, Inc. Retirement PlanSouthwestern Vermont Health Care 403(b) Retirement Savings Plan, Total assets ($M): 70.942642 · Participants: 1235Southwestern Vermont Health Care 403(b) Retirement Savings Plan
Northwestern Medical Center, Inc. 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Northwestern Medical Center, Inc. 403(b) Plan side-by-side with 3 peers →

Northwestern Medical Center, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is The Columbus Academy Defined Contribution Retirement Plan in OH ($80M); by covered participants it is Easter Seals Blake Foundation 403(b) Plan in AZ (709 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (709 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Northwestern Medical Center, Inc. 403(b) Plan assets move in 2023? ▼
Northwestern Medical Center, Inc. 403(b) Plan surged - up 44.2% during 2023, from $55M to $80M. Reported net income was $25M.
How have Northwestern Medical Center, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northwestern Medical Center, Inc's sponsor-wide assets grew 24.3%, from $75M to $93M.
Where does Northwestern Medical Center, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Northwestern Medical Center, Inc. 403(b) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Northwestern Medical Center, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Columbus Academy Defined Contribution Retirement Plan in OH ($80M, 367 participants).
Which Other plans cover a similar participant headcount to Northwestern Medical Center, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Easter Seals Blake Foundation 403(b) Plan in AZ (709 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030266986.

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.