Other · DOL Form 5500 · 2023
Northwest Human Services Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 233
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $73,216
- Avg per participant Below avg balance/head
Official DOL plan name: Northwest Human Services 403(b) Plan · Sponsored by Northwest Human Services · Oregon · Healthcare & Social Assistance
$17M in assets, 233 participants
Northwest Human Services's Northwest Human Services 403(b) Plan reported $17M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,160 in Healthcare & Social Assistance (17,684 peers)
Northwest Human Services multi-year trail
Northwest Human Services's plans moved +43.3% in assets from 2022 to 2024; this filing shows Northwest Human Services 403(b) Plan at $17M / 233 participants.
- #13,160
- in Healthcare & Social Assistance (17,684 peers)
- +24.9%
- assets growth YoY
Northwest Human Services 403(b) Plan's outsized position by total assets
Northwest Human Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,059,364 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Northwest Human Services 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. Northwest Human Services 403(b) Plan sits mid-pack in the medium band (233 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northwest Human Services 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Northwest Human Services 403(b) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Northwest Human Services 403(b) Plan reported participants rose from 224 in the plan year 2022 filing to 233 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 930605570 · Northwest Human Services PY 2023 · Other
Northwest Human Services 403(b) Plan · $17M · 233 · 70th
- EBSA $17M
- EBSA 233
- EBSA 70th
- EBSA Other
- EBSA near Blackburn University DC Retirement Plan
- EBSA ind #13160
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 →
Northwest Human Services 403(b) Plan in the asset neighbourhood
Northwest Human Services multi-year asset trail
Sponsor-wide plan assets over time
All Northwest Human Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 43.3085676556834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 224 | $14M |
| 2023 | 1 | 233 | $17M |
| 2024 | 1 | 235 | $20M |
Northwest Human Services filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 930605570 |
| Plan Effective Date | 2011-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.7B · 14,249
- Asante 403b Plan $684M · 5,682
- St. Charles Health System Retirement Plan $625M · 4,378
- Samaritan Health Services Tax Sheltered Annuity Pl $615M · 6,234
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $316M · 789
Northwest Human Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Blackburn University DC Retirement Plan in IL ($17M); by covered participants it is Metro Housing Boston 403(b) Plan in MA (233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (233 participants); asset peers above are excluded.
- Metro Housing Boston 403(b) Plan (MA) 233 · 0 off
- The Root Center for Advanced Recovery 403(b) Plan (CT) 233 · 0 off
- Wes Health System 403(b) Plan (PA) 233 · 0 off
- Emergycare 403(b) Plan (PA) 232 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.