401(k) · DOL Form 5500 · 2023

Northline Wealth Management, LLC 401(k) Plan

Data updated 2026-08-25

$983K
Total assets Small plan by assets
7
Participants Small participant base
24th
Percentile by assets National rank
$140,494
Avg per participant Near avg balance/head
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Official DOL plan name: Northline Wealth Management, LLC 401(k) Plan · Sponsored by Northline Wealth Management, LLC · Oregon · Finance & Insurance

$983K in assets, 7 participants

Northline Wealth Management, LLC's Northline Wealth Management, LLC 401(k) Plan reported $983K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,339 in Finance & Insurance (8,869 peers)

Northline Wealth Management, LLC multi-year trail

Northline Wealth Management, LLC's plans moved +37.5% in assets from 2022 to 2024; this filing shows Northline Wealth Management, LLC 401(k) Plan at $983K / 7 participants.

#1,339
in Finance & Insurance (8,869 peers)
+10.9%
assets growth YoY

Northline Wealth Management, LLC 401(k) Plan among the smaller filed plans by assets

Northline Wealth Management, LLC 401(k) Plan vs every filed plan by assets

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

$983,460 24th percentile higher than 24% 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

Northline Wealth Management, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northline Wealth Management, LLC 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northline Wealth Management, LLC 401(k) Plan reported net income rose from $77K in the plan year 2022 filing to $97K in the plan year 2023 filing.
  • Northline Wealth Management, LLC 401(k) Plan end-of-year assets rose from $887K in the plan year 2022 filing to $983K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 264777817 · Northline Wealth Management, LLC PY 2023 · 401(k)

Northline Wealth Management, LLC 401(k) Plan · $983K · 7 · 24th

  • EIN $983K
  • RANK 7
  • PHOTO 24th
  • IND 401(k)
  • EOY near Borj Construction Management, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #1339

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 Finance & Insurance retirement plans → · Plans in Oregon →

Northline Wealth Management, LLC 401(k) Plan in the asset neighbourhood

Northline Wealth Management, LLC 401(k) PlanNorthline Wealth Management,…$983KBorj Construction Management, Inc. 401(k) Profit Sharing PlanBorj Construction Management…$984KAdcraft Printwear Co., Inc. Employees' 401(k) PlanAdcraft Printwear Co., Inc. …$983KYorbor 401(k)$984KHometell Properties Inc. 401(k) PlanHometell Properties Inc. 401…$984K
End-of-year total assets ($M) among Northline Wealth Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Northline Wealth Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Northline Wealth Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.4544646873721% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.89M $1.22M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 7 $887K
2023 1 7 $983K
2024 1 6 $1M

Northline Wealth Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$887K
Net Assets (End of Year)$983K
Net Income$97K
Employer EIN264777817
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Northline Wealth Management, LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Northline Wealth Management, LLC 401(k) Plan, Total assets ($B): 0.00098346 · Participants: 7Northline Wealth Management, LLC 401(k) 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
Northline Wealth Management, LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Northline Wealth Management, LLC 401(k) Plan side-by-side with 3 peers →

Northline Wealth Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Borj Construction Management, Inc. 401(k) Profit Sharing Plan in CA ($984K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Northline Wealth Management, LLC 401(k) Plan assets move in 2023? ▼
Northline Wealth Management, LLC 401(k) Plan grew at a solid clip - up 10.9% during 2023, from $887K to $983K. Reported net income was $97K.
How have Northline Wealth Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northline Wealth Management, LLC's sponsor-wide assets grew 37.5%, from $887K to $1M.
Where does Northline Wealth Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Northline Wealth Management, LLC 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Northline Wealth Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Borj Construction Management, Inc. 401(k) Profit Sharing Plan in CA ($984K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Northline Wealth Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 264777817.

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.