Other · DOL Form 5500 · 2023

Education Northwest Retirement Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
89
Participants Small participant base
88th
Percentile by assets National rank
$746,721
Avg per participant High balance/head
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Official DOL plan name: Education Northwest Defined Contribution Plan · Sponsored by Education Northwest · Oregon · Educational Services

$66M in assets, 89 participants

Education Northwest's Education Northwest Defined Contribution Plan reported $66M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,944 in Educational Services (3,735 peers)

Where Education Northwest Defined Contribution Plan sits by assets

Education Northwest Defined Contribution Plan sits in the top quartile of all filed plans by assets, $66M for 89 participants (~$746,721/participant), up 8.7% in 2023.

#2,944
in Educational Services (3,735 peers)
+8.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Education Northwest Defined Contribution Plan's outsized position by total assets

Education Northwest Defined Contribution Plan vs every filed plan by assets

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

$66,458,171 Top 12% higher than 88% 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

Education Northwest Defined Contribution Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Education Northwest Defined Contribution Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Education Northwest Defined Contribution Plan reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Education Northwest Defined Contribution Plan reported participants fell from 98 in the plan year 2022 filing to 89 in the plan year 2023 filing.
  • Education Northwest Defined Contribution Plan end-of-year assets rose from $61M in the plan year 2022 filing to $66M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930553346 · Education Northwest PY 2023 · Other

Education Northwest Defined Contribution Plan · $66M · 89 · 88th

  • PCT $66M
  • PCT 89
  • PCT 88th
  • PCT Other
  • PCT near The Kendal Corporation 403(b) Plan
  • PCT ind #2944

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 Educational Services retirement plans → · Plans in Oregon →

Education Northwest Defined Contribution Plan in the asset neighbourhood

Friends Central School Defined Contribution Retirement PlanFriends Central School Defin…$67MMgh 403(b) Retirement Plan$67MThe Kendal Corporation 403(b) PlanThe Kendal Corporation 403(b…$66MRetirement Savings Plan III$67MEducation Northwest Defined Contribution PlanEducation Northwest Defined …$66M
End-of-year total assets ($M) among Education Northwest Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$66M
Net Income$5M
Employer EIN930553346
Plan Effective Date1976-01-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Education Northwest)

Sponsor-wide plan assets over time

All Education Northwest plans reported in each filing year

Latest sponsor-wide plan assets
$70M 15.257388792152184% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $61.1M $70.5M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 98 $61M
2023 1 89 $66M
2024 1 76 $70M

Nearby Other Plans in Oregon

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

Education Northwest Defined Contribution Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Education Northwest Defined Contribution Plan, Total assets ($B): 0.066458171 · Participants: 89Education Northwest Defined Contribution 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
Education Northwest Defined Contribution Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Education Northwest Defined Contribution Plan side-by-side with 3 peers →

Education Northwest Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is The Kendal Corporation 403(b) Plan in DE ($66M); by covered participants it is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Education Northwest Defined Contribution Plan assets move in 2023? ▼
Education Northwest Defined Contribution Plan grew at a solid clip - up 8.7% during 2023, from $61M to $66M. Reported net income was $5M.
How have Education Northwest plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Education Northwest's sponsor-wide assets grew 15.3%, from $61M to $70M.
Where does Education Northwest Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Education Northwest Defined Contribution Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Education Northwest Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is The Kendal Corporation 403(b) Plan in DE ($66M, 2,340 participants).
Which Other plans cover a similar participant headcount to Education Northwest Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants, $5M 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 930553346.

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.