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
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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

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 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.

See the national 2022→2023 release diff →

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

Riverside Military Academy, Inc. Defined Contribution Retirement PlanRiverside Military Academy, …$17MVna of Texas 403(b) Retirement PlanVna of Texas 403(b) Retireme…$17MNorthwest Human Services 403(b) PlanNorthwest Human Services 403…$17MBlackburn University DC Retirement PlanBlackburn University DC Reti…$17MCommunity Health Center of Cape Cod 403(b) PlanCommunity Health Center of C…$17M
End-of-year total assets ($M) among Northwest Human Services 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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
$12M$14M$16M$18M$20M$22M 202220232024 $13.7M $19.6M ▲ +43.3%
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 EIN930605570
Plan Effective Date2011-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oregon

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

Northwest Human Services 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Northwest Human Services 403(b) Plan, Total assets ($B): 0.017059364 · Participants: 233Northwest Human Services 403(b) PlanLegacy Health 403(b) Plan, Total assets ($B): 1.723877574 · Participants: 14249Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.683735006 · Participants: 5682Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.316078897 · Participants: 789Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Northwest Human Services 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Human Services 403(b) Plan assets move in 2023?
Northwest Human Services 403(b) Plan grew sharply - up 24.9% during 2023, from $14M to $17M. Reported net income was $3M.
How have Northwest Human Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Northwest Human Services's sponsor-wide assets grew 43.3%, from $14M to $20M.
Which Other plans are similar in size to Northwest Human Services 403(b) Plan?
Among Other plans in other states, the closest by assets is Blackburn University DC Retirement Plan in IL ($17M, 86 participants).
Which Other plans cover a similar participant headcount to Northwest Human Services 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Metro Housing Boston 403(b) Plan in MA (233 participants, $10M in assets).