Defined Benefit (Pension) · DOL Form 5500 · 2023

Northwest Permanente, P.C. Pension Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
1,118
Participants Near avg headcount
93rd
Percentile by assets National rank
$127,701
Avg per participant Near avg balance/head
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Official DOL plan name: Northwest Permanente, P.C., Cash Balance Plan · Sponsored by Northwest Permanente, P.C. · Oregon · Healthcare & Social Assistance

$143M in assets, 1,118 participants

Northwest Permanente, P.C.'s Northwest Permanente, P.C., Cash Balance Plan reported $143M in total assets and 1,118 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,651 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Northwest Permanente, P.C., Cash Balance Plan covers 1,118 participants in Oregon, 2.5x the typical Oregon plan (state average ~443 per filing). Assets: $143M.

#16,651
in Healthcare & Social Assistance (17,684 peers)
+24.3%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Northwest Permanente, P.C., Cash Balance Plan's outsized position by total assets

Northwest Permanente, P.C., Cash Balance Plan vs every filed plan by assets

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

$142,769,341 Top 7% higher than 93% 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

Northwest Permanente, P.C., Cash Balance 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. Northwest Permanente, P.C., Cash Balance Plan lands in the large band (1,118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northwest Permanente, P.C., Cash Balance Plan reported net income rose from $20M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Northwest Permanente, P.C., Cash Balance Plan end-of-year assets rose from $115M in the plan year 2022 filing to $143M in the plan year 2023 filing.
  • Northwest Permanente, P.C., Cash Balance Plan reported participants rose from 1,002 in the plan year 2022 filing to 1,118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930698548 · Northwest Permanente, P.C. PY 2023 · Defined Benefit (Pension)

Northwest Permanente, P.C., Cash Balance Plan · $143M · 1,118 · 93rd

  • 5500 $143M
  • ASSETS 1,118
  • PCT 93rd
  • EIN Defined Benefit (Pension)
  • RANK near Operating Engineers Local No 37 Pension Fund
  • PHOTO ind #16651

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 →

Northwest Permanente, P.C., Cash Balance Plan in the asset neighbourhood

Semco Energy, Inc. Non-Union Employees' Retirement PlanSemco Energy, Inc. Non-Union…$143MNorthwest Permanente, P.C., Cash Balance PlanNorthwest Permanente, P.C., …$143MOperating Engineers Local No 37 Pension FundOperating Engineers Local No…$143MAm General Salaried Retirement PlanAm General Salaried Retireme…$143MSt. Lukes-Roosevelt Hospital Center Employees' Pension PlanSt. Lukes-Roosevelt Hospital…$143M
End-of-year total assets ($M) among Northwest Permanente, P.C., Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$143M
Net Income$28M
Employer EIN930698548
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northwest Permanente, P.C.)

Sponsor-wide plan assets over time

All Northwest Permanente, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2.8B 31.77770154165107% vs 2022
2024 filing year
$2B$2.5B$3B 202220232024 $2.13B $2.8B ▲ +31.5%
Year Plans Participants Total Assets
2022 6 5,332 $2.1B
2023 6 5,486 $2.5B
2024 6 5,501 $2.8B

Nearby Defined Benefit (Pension) Plans in Oregon

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Northwest Permanente, P.C., Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.52 Total assets ($B) Participants Northwest Permanente, P.C., Cash Balance Plan, Total assets ($B): 0.142769341 · Participants: 1118Northwest Permanente, P.C., Cash Balance PlanXpo Pension Plan, Total assets ($B): 1.662597016 · Participants: 4840Xpo Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.546537504 · Participants: 4660Northwest Sheet Metal Workers Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.119947239 · Participants: 3351Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.05006839 · Participants: 2018Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.019198743 · Participants: 20043Oregon Retail Employees Pension Plan
Northwest Permanente, P.C., Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Northwest Permanente, P.C., Cash Balance Plan side-by-side with 3 peers →

Northwest Permanente, P.C., Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Operating Engineers Local No 37 Pension Fund in MD ($143M); by covered participants it is Ppl Retirement Plan in PA (1,118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,118 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 Northwest Permanente, P.C., Cash Balance Plan assets move in 2023? ▼
Northwest Permanente, P.C., Cash Balance Plan grew sharply - up 24.3% during 2023, from $115M to $143M. Reported net income was $28M.
How have Northwest Permanente, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northwest Permanente, P.C.'s sponsor-wide assets grew 31.8%, from $2.1B to $2.8B.
Where does Northwest Permanente, P.C., Cash Balance Plan rank by assets among Form 5500 filers? ▼
Northwest Permanente, P.C., Cash Balance Plan ranks in the 93rd 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 Defined Benefit (Pension) plans are similar in size to Northwest Permanente, P.C., Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Operating Engineers Local No 37 Pension Fund in MD ($143M, 745 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Northwest Permanente, P.C., Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ppl Retirement Plan in PA (1,118 participants, $1.6B 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 930698548.

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.