Profit Sharing · DOL Form 5500 · 2023

Northwestern Health Sciences University Profit Sharing Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
252
Participants Below avg headcount
83rd
Percentile by assets National rank
$152,971
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Northwestern Health Sciences University Defined Contribution Plan · Sponsored by Northwestern Health Sciences University · Minnesota · Educational Services

$39M in assets, 252 participants

Northwestern Health Sciences University's Northwestern Health Sciences University Defined Contribution Plan reported $39M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,576 in Educational Services (3,735 peers)

Coverage in Minnesota

Northwestern Health Sciences University Defined Contribution Plan covers 252 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $39M.

#2,576
in Educational Services (3,735 peers)
+6.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Northwestern Health Sciences University Defined Contribution Plan's outsized position by total assets

Northwestern Health Sciences University Defined Contribution Plan vs every filed plan by assets

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

$38,548,585 Top 17% higher than 83% 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

Northwestern Health Sciences University Defined Contribution Plan 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. Northwestern Health Sciences University Defined Contribution Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northwestern Health Sciences University Defined Contribution Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Northwestern Health Sciences University Defined Contribution Plan end-of-year assets rose from $36M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410684657 · Northwestern Health Sciences University PY 2023 · Profit Sharing

Northwestern Health Sciences University Defined Contribution Plan · $39M · 252 · 83rd

  • ASSETS $39M
  • PCT 252
  • EIN 83rd
  • RANK Profit Sharing
  • PHOTO near Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan
  • IND ind #2576

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 Minnesota →

Northwestern Health Sciences University Defined Contribution Plan in the asset neighbourhood

The Lighthouse for the Blind, Inc. Tax-Deferred Annuity PlanThe Lighthouse for the Blind…$39MNorthwestern Health Sciences University Defined Contribution PlanNorthwestern Health Sciences…$39MSheet Metal Workers Union Local No.24 Columbus Area Retirement Savings PlanSheet Metal Workers Union Lo…$39MUniversity School of Nashville Retirement PlanUniversity School of Nashvil…$39MIron Workers Local Union 60 Annuity Pension PlanIron Workers Local Union 60 …$38M
End-of-year total assets ($M) among Northwestern Health Sciences University Defined Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$39M
Net Income$2M
Employer EIN410684657
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northwestern Health Sciences University)

Sponsor-wide plan assets over time

All Northwestern Health Sciences University plans reported in each filing year

Latest sponsor-wide plan assets
$42M 14.829277668490246% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $36.2M $41.6M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 253 $36M
2023 1 252 $39M
2024 1 282 $42M

Nearby Profit Sharing Plans in Minnesota

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

Northwestern Health Sciences University Defined Contribution Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Northwestern Health Sciences University Defined Contribution Plan, Total assets ($B): 0.038548585 · Participants: 252Northwestern Health Sciences University Defined Contribution PlanEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Northwestern Health Sciences University Defined Contribution Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Northwestern Health Sciences University Defined Contribution Plan side-by-side with 3 peers →

Northwestern Health Sciences University Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan in OH ($39M); by covered participants it is Manning Building Supplies, Inc. Profit Sharing Plan in FL (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Northwestern Health Sciences University Defined Contribution Plan assets move in 2023? ▼
Northwestern Health Sciences University Defined Contribution Plan grew at a solid clip - up 6.5% during 2023, from $36M to $39M. Reported net income was $2M.
How have Northwestern Health Sciences University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northwestern Health Sciences University's sponsor-wide assets grew 14.8%, from $36M to $42M.
Where does Northwestern Health Sciences University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Northwestern Health Sciences University Defined Contribution Plan ranks in the 83rd 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 Profit Sharing plans are similar in size to Northwestern Health Sciences University Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan in OH ($39M, 776 participants).
Which Profit Sharing plans cover a similar participant headcount to Northwestern Health Sciences University Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Manning Building Supplies, Inc. Profit Sharing Plan in FL (252 participants, $10M 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 410684657.

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.