Profit Sharing · DOL Form 5500 · 2023
Kaiser Foundation Health Plan of the Northwest Profit Sharing Plan
Data updated 2026-08-11
- $43M
- Total assets
- 821
- Participants
- 84th
- Percentile by assets
- $52,081
- Avg per participant
Official DOL plan name: Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust · Sponsored by Kaiser Foundation Health Plan of the Northwest · Oregon · Healthcare & Social Assistance
$43M in assets, 821 participants
Kaiser Foundation Health Plan of the Northwest's Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust reported $43M in total assets and 821 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 127,072 plans)
- #15,249 in Healthcare & Social Assistance (17,684 peers)
Where Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust sits by assets
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $43M for 821 participants (~$52,081/participant), up 6.1% in 2023.
- $43M
- total plan assets (2023 EOY)
- 821
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $52,081
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust reported net income rose from -$12M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust reported participants fell from 898 in the plan year 2022 filing to 821 in the plan year 2023 filing.
- Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust end-of-year assets rose from $40M in the plan year 2022 filing to $43M in the plan year 2023 filing.
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust vs the 2023 asset distribution
By assets, Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $2M |
| Employer EIN | 930798039 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan of the Northwest)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 898 | $40M |
| 2023 | 1 | 821 | $43M |
| 2024 | 1 | 774 | $42M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust vs. nearby Profit Sharing plans in Oregon, assets vs. participants
- Les Schwab Profit Sharing Retirement Plan $805M · 5,463
- Les Schwab Profit Sharing Retirement Plan $770M · 5,474
- Legacy Health Defined Contribution Retirement Plan $697M · 11,313
- Willamette University Defined Contribution Retirement Plan $195M · 766
- The Hoffman Employee Retirement Income Plan $172M · 485
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust by total assets, not by location.
- Global Risk Consultants Corp. Tax Deferred Savings Plan (MA) $43M · 255
- Blue Bell Creameries, Inc. Employee Stock Ownership Plan (TX) $43M · 3,885
- Alivia Care, Inc. 403(b) Retirement Plan (FL) $42M · 1,154
- Liberty Pr Mobility 401(k) Savings Plans (CO) $43M · 1,212
Frequently Asked Questions
How did Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust assets move in 2023? ▼
How have Kaiser Foundation Health Plan of the Northwest plan assets changed over time? ▼
Where does Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust? ▼
Next read for Oregon Federation of Nurses & Health Pro…
Scale reading
Ways to act on Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust's numbers.
- By total assets, Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
- Kaiser Foundation Health Plan of the Northwest's sponsor-wide assets have grown 4.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans