Profit Sharing · DOL Form 5500 · 2023
Kaiser Foundation Health Plan of the Northwest Profit Sharing Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 821
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $52,081
- Avg per participant Low balance/head
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.
- #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.
- #15,249
- in Healthcare & Social Assistance (17,684 peers)
- +6.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust's outsized position by total assets
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,758,201 Top 16% higher than 84% 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
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust 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. Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust sits mid-pack in the medium band (821 participants).
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.
Plan-year Form 5500 strip
Filing strip 930798039 · Kaiser Foundation Health Plan of the Northwest PY 2023 · Profit Sharing
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust · $43M · 821 · 84th
- PART $43M
- TYPE 821
- NET 84th
- BOOK Profit Sharing
- VS-ST near Global Risk Consultants Corp. Tax Deferred Savings Plan
- BOY ind #15249
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 →
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Kaiser Foundation Health Plan of the Northwest plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 4.762988797477414% vs 2022
- 2024 filing year
| 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.
- 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
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Global Risk Consultants Corp. Tax Deferred Savings Plan in MA ($43M); by covered participants it is Danaher Corporation & Subsidiaries Puerto Rico Savings Plan in DC (819 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (821 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.