401(k) · DOL Form 5500 · 2023

Impact Nw 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
475
Participants Below avg headcount
36th
Percentile by assets National rank
$6,329
Avg per participant Low balance/head
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Official DOL plan name: Impact Nw 401(k) Profit Sharing Plan & Trust · Sponsored by Impact Nw · Oregon · Healthcare & Social Assistance

$3M in assets, 475 participants

Impact Nw's Impact Nw 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 475 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,497 in Healthcare & Social Assistance (17,684 peers)

Impact Nw multi-year trail

Impact Nw's plans moved +55.0% in assets from 2022 to 2024; this filing shows Impact Nw 401(k) Profit Sharing Plan & Trust at $3M / 475 participants.

#6,497
in Healthcare & Social Assistance (17,684 peers)
+27.3%
assets growth YoY

Impact Nw 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Impact Nw 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,006,058 36th percentile higher than 36% 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

Impact Nw 401(k) Profit Sharing 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. Impact Nw 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (475 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Impact Nw 401(k) Profit Sharing Plan & Trust reported net income rose from -$285K in the plan year 2022 filing to $645K in the plan year 2023 filing.
  • Impact Nw 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Impact Nw 401(k) Profit Sharing Plan & Trust reported participants rose from 396 in the plan year 2022 filing to 475 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930557964 · Impact Nw PY 2023 · 401(k)

Impact Nw 401(k) Profit Sharing Plan & Trust · $3M · 475 · 36th

  • BOOK $3M
  • VS-ST 475
  • BOY 36th
  • SCH 401(k)
  • EBSA near Otegrity Pooled 401(k) Plan
  • PART ind #6497

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 →

Impact Nw 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Impact Nw 401(k) Profit Sharing Plan & TrustImpact Nw 401(k) Profit Shar…$3MOtegrity Pooled 401(k) Plan$3MTalis Construction Corporation 401(k) PlanTalis Construction Corporati…$3MEmerson Human Capital Consulting, Inc. Profit Sharing & 401(k) PlanEmerson Human Capital Consul…$3MAbq Living Incorporated 401(k) Profit Sharing PlanAbq Living Incorporated 401(…$3M
End-of-year total assets ($M) among Impact Nw 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Impact Nw multi-year asset trail

Sponsor-wide plan assets over time

All Impact Nw plans reported in each filing year

Latest sponsor-wide plan assets
$4M 54.99054144608709% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.36M $3.66M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 396 $2M
2023 1 475 $3M
2024 1 223 $4M

Impact Nw filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$645K
Employer EIN930557964
Plan Effective Date2013-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Impact Nw 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Impact Nw 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003006058 · Participants: 475Impact Nw 401(k) Profit Sharing Plan & Trust401(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
Impact Nw 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Impact Nw 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Impact Nw 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Otegrity Pooled 401(k) Plan in FL ($3M); by covered participants it is Election Systems & Software, LLC 401(k) Plan in NE (475 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (475 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 Impact Nw 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Impact Nw 401(k) Profit Sharing Plan & Trust grew sharply - up 27.3% during 2023, from $2M to $3M. Reported net income was $645K.
How have Impact Nw plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Impact Nw's sponsor-wide assets grew 55.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Impact Nw 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Otegrity Pooled 401(k) Plan in FL ($3M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Impact Nw 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Election Systems & Software, LLC 401(k) Plan in NE (475 participants, $71M 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 930557964.

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.