401(k) · DOL Form 5500 · 2023

Ederer Investment Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
93
Participants Small participant base
37th
Percentile by assets National rank
$35,000
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Northwest Employees 401(k) Savings Plan · Sponsored by Ederer Investment Company · Oregon · Manufacturing

$3M in assets, 93 participants

Ederer Investment Company's Northwest Employees 401(k) Savings Plan reported $3M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,795 in Manufacturing (18,722 peers)

What the 2023 filing shows

Northwest Employees 401(k) Savings Plan holds $3M for 93 participants - about $35,000 per participant, in the lower half of filed plans by assets.

#3,795
in Manufacturing (18,722 peers)
+5.7%
assets growth YoY

Northwest Employees 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Northwest Employees 401(k) Savings Plan vs every filed plan by assets

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

$3,254,971 37th percentile higher than 37% 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

Northwest Employees 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwest Employees 401(k) Savings Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northwest Employees 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $177K in the plan year 2023 filing.
  • Northwest Employees 401(k) Savings Plan reported participants rose from 75 in the plan year 2022 filing to 93 in the plan year 2023 filing.
  • Northwest Employees 401(k) Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911718058 · Ederer Investment Company PY 2023 · 401(k)

Northwest Employees 401(k) Savings Plan · $3M · 93 · 37th

  • BOOK $3M
  • VS-ST 93
  • BOY 37th
  • SCH 401(k)
  • EBSA near Specialized Products Company 401(k) Profit Sharing Plan
  • PART ind #3795

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 Manufacturing retirement plans → · Plans in Oregon →

Northwest Employees 401(k) Savings Plan in the asset neighbourhood

Northwest Employees 401(k) Savings PlanNorthwest Employees 401(k) S…$3MSpecialized Products Company 401(k) Profit Sharing PlanSpecialized Products Company…$3MNagnoi LLC Pr Retirement Plan$3MAffinity Hospice Holdings, LLC 401(k) PlanAffinity Hospice Holdings, L…$3MFlexcraft 401(k) Plan$3M
End-of-year total assets ($M) among Northwest Employees 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$177K
Employer EIN911718058
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ederer Investment Company)

Sponsor-wide plan assets over time

All Ederer Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.749167238193756% vs 2022
2023 filing year
$3M$3.1M$3.2M$3.3M 20222023 $3.08M $3.25M ▲ +5.5%
Year Plans Participants Total Assets
2022 1 75 $3M
2023 1 93 $3M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Northwest Employees 401(k) Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Northwest Employees 401(k) Savings Plan, Total assets ($B): 0.003254971 · Participants: 93Northwest Employees 401(k) Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Northwest Employees 401(k) Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Northwest Employees 401(k) Savings Plan side-by-side with 3 peers →

Northwest Employees 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Specialized Products Company 401(k) Profit Sharing Plan in TX ($3M); by covered participants it is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Northwest Employees 401(k) Savings Plan assets move in 2023? ▼
Northwest Employees 401(k) Savings Plan grew at a solid clip - up 5.7% during 2023, from $3M to $3M. Reported net income was $177K.
How have Ederer Investment Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ederer Investment Company's sponsor-wide assets grew 5.7%, from $3M to $3M.
Which 401(k) plans are similar in size to Northwest Employees 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Specialized Products Company 401(k) Profit Sharing Plan in TX ($3M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Northwest Employees 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants, N/A 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 911718058.

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.