Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NORTHWESTERN MEDICAL CENTER, INC

This Profit Sharing plan holds $80M in total assets and serves 709 participants as of 2023. It is sponsored by NORTHWESTERN MEDICAL CENTER, INC in Vermont. The plan reported positive net income of $25M for the year.

Total Assets (2023)
$80M
Participants
709
State
Industry
Healthcare & Social Assistance

What the Filing Says About NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN

NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN is a Profit Sharing retirement plan sponsored by NORTHWESTERN MEDICAL CENTER, INC, headquartered in Vermont. As of the 2023 Form 5500 filing, the plan reports $80M in total end-of-year assets and covers 709 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 030266986, and the plan has been effective since 1995-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $55M at the beginning of 2023 to $80M at year-end — a gain of 44.2%. Net assets (after liabilities) closed the year at $80M, with reported net income of $25M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (NORTHWESTERN MEDICAL CENTER, INC)

Year Plans Participants Total Assets
2022 2 1,371 $75M
2023 2 1,162 $80M
2024 1 731 $93M

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Frequently Asked Questions

How much money is in the NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN?
As of the 2023 Form 5500 filing, NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN holds $80M in total assets with 709 participants. It is sponsored by NORTHWESTERN MEDICAL CENTER, INC.
What type of plan is NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN?
NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN is a Profit Sharing plan. It has been effective since 1995-11-01. The plan is filed with the U.S. Department of Labor under EIN 030266986.
Who sponsors the NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN?
NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN is sponsored by NORTHWESTERN MEDICAL CENTER, INC, located in Vermont. The sponsor's EIN is 030266986 and the plan operates in the Healthcare & Social Assistance industry.
How did NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN perform in 2023?
NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN grew by 44.2% during 2023, moving from $55M to $80M in total assets. Net income was $25M.
Where can I find official filings for NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN?
Official Form 5500 filings for NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 030266986 or plan name at efast.dol.gov.
How does NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN compare to other plans?
You can compare NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN against other Profit Sharing plans on the plan type page, or view plans in Vermont on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.