Other · DOL Form 5500 · 2023

NWEA Retirement Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
1,120
Participants Near avg headcount
91st
Percentile by assets National rank
$81,039
Avg per participant Below avg balance/head
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Official DOL plan name: Nwea DC Plan · Sponsored by NWEA · Oregon · Educational Services

$91M in assets, 1,120 participants

NWEA's Nwea DC Plan reported $91M in total assets and 1,120 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,119 in Educational Services (3,735 peers)

Coverage in Oregon

Nwea DC Plan covers 1,120 participants in Oregon, 2.5x the typical Oregon plan (state average ~443 per filing). Assets: $91M.

#3,119
in Educational Services (3,735 peers)
-42.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nwea DC Plan's outsized position by total assets

Nwea DC Plan vs every filed plan by assets

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

$90,764,213 Top 9% higher than 91% 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

Nwea DC Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nwea DC Plan lands in the large band (1,120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nwea DC Plan reported net income fell from -$7M in the plan year 2022 filing to -$66M in the plan year 2023 filing.
  • Nwea DC Plan reported participants rose from 782 in the plan year 2022 filing to 1,120 in the plan year 2023 filing.
  • Nwea DC Plan end-of-year assets fell from $157M in the plan year 2022 filing to $91M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930686108 · NWEA PY 2023 · Other

Nwea DC Plan · $91M · 1,120 · 91st

  • SCH $91M
  • EBSA 1,120
  • PART 91st
  • TYPE Other
  • NET near The Providence Community Health Centers, Inc
  • BOOK ind #3119

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 →

Nwea DC Plan in the asset neighbourhood

Frontier Science and Technology Research Foundation, Inc. Retirement PlanFrontier Science and Technol…$91MNwea DC Plan$91MThe Providence Community Health Centers, IncThe Providence Community Hea…$91MThe Adirondack Health Tax Deferred Annuity PlanThe Adirondack Health Tax De…$91MGettysburg College Tax Deferred Annuity PlanGettysburg College Tax Defer…$91M
End-of-year total assets ($M) among Nwea DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$91M
Net Income-$66M
Employer EIN930686108
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NWEA)

Sponsor-wide plan assets over time

All NWEA plans reported in each filing year

Latest sponsor-wide plan assets
$87M 44.253019202202836% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $157M $87.4M ▼ -44.3%
Year Plans Participants Total Assets
2022 1 782 $157M
2023 1 1,120 $91M
2024 1 10 $87M

Nearby Other Plans in Oregon

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

Nwea DC Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.52 Total assets ($B) Participants Nwea DC Plan, Total assets ($B): 0.090764213 · Participants: 1120Nwea DC 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
Nwea DC Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Nwea DC Plan side-by-side with 3 peers →

Nwea DC Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is The Providence Community Health Centers, Inc in RI ($91M); by covered participants it is Dickinson College Defined Contribution Retirement Plan in PA (1,119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,120 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 Nwea DC Plan assets move in 2023? ▼
Nwea DC Plan contracted severely - down 42.1% during 2023, from $157M to $91M. Reported net income was -$66M.
How have NWEA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), NWEA's sponsor-wide assets declined 44.3%, from $157M to $87M.
Where does Nwea DC Plan rank by assets among Form 5500 filers? ▼
Nwea DC Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Nwea DC Plan? ▼
Among Other plans in other states, the closest by assets is The Providence Community Health Centers, Inc in RI ($91M, 666 participants).
Which Other plans cover a similar participant headcount to Nwea DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Dickinson College Defined Contribution Retirement Plan in PA (1,119 participants, $116M 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 930686108.

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.