Other · DOL Form 5500 · 2023
Northwest Energy Efficiency Alliance, Inc. Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $253,073
- Avg per participant Above avg balance/head
Official DOL plan name: Northwest Energy Efficiency Alliance Retirement Plan · Sponsored by Northwest Energy Efficiency Alliance, Inc. · Oregon · Other Services
$23M in assets, 90 participants
Northwest Energy Efficiency Alliance, Inc.'s Northwest Energy Efficiency Alliance Retirement Plan reported $23M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #6,807 in Other Services (7,857 peers)
Where Northwest Energy Efficiency Alliance Retirement Plan sits by assets
Northwest Energy Efficiency Alliance Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 90 participants (~$253,073/participant), up 14.8% in 2023.
- #6,807
- in Other Services (7,857 peers)
- +14.8%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Northwest Energy Efficiency Alliance Retirement Plan's outsized position by total assets
Northwest Energy Efficiency Alliance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,776,599 Top 25% higher than 75% 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
Northwest Energy Efficiency Alliance Retirement 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. Northwest Energy Efficiency Alliance Retirement Plan is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northwest Energy Efficiency Alliance Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Northwest Energy Efficiency Alliance Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Northwest Energy Efficiency Alliance Retirement Plan reported participants fell from 105 in the plan year 2022 filing to 90 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 931228867 · Northwest Energy Efficiency Alliance, Inc. PY 2023 · Other
Northwest Energy Efficiency Alliance Retirement Plan · $23M · 90 · 75th
- BOY $23M
- SCH 90
- EBSA 75th
- PART Other
- TYPE near Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan
- NET ind #6807
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 Other Services retirement plans → · Plans in Oregon →
Northwest Energy Efficiency Alliance Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 931228867 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwest Energy Efficiency Alliance, Inc.)
Sponsor-wide plan assets over time
All Northwest Energy Efficiency Alliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 28.361156881198653% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $20M |
| 2023 | 1 | 90 | $23M |
| 2024 | 1 | 96 | $25M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.7B · 14,249
- Asante 403b Plan $684M · 5,682
- St. Charles Health System Retirement Plan $625M · 4,378
- Samaritan Health Services Tax Sheltered Annuity Pl $615M · 6,234
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $316M · 789
Northwest Energy Efficiency Alliance Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan in CA ($23M); by covered participants it is San Diego Foundation Section 403(b) Plan in CA (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 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.