Defined Benefit (Pension) · DOL Form 5500 · 2023

Northwest Permanente, P.C., Physicians & Surgeons Pension Plan

Data updated 2026-08-25

$678M
Total assets Above avg plan size
791
Participants Near avg headcount
98th
Percentile by assets National rank
$856,584
Avg per participant High balance/head
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Official DOL plan name: Permanente Physicians Retirement Plan · Sponsored by Northwest Permanente, P.C., Physicians & Surgeons · Oregon · Healthcare & Social Assistance

$678M in assets, 791 participants

Northwest Permanente, P.C., Physicians & Surgeons's Permanente Physicians Retirement Plan reported $678M in total assets and 791 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,360 in Healthcare & Social Assistance (17,684 peers)

Where Permanente Physicians Retirement Plan sits by assets

Permanente Physicians Retirement Plan sits in the top 5% of all filed plans by assets, $678M for 791 participants (~$856,584/participant), up 3.9% in 2023.

#17,360
in Healthcare & Social Assistance (17,684 peers)
+3.9%
assets growth YoY
6.8×
vs typical plan assets (national mean)

Permanente Physicians Retirement Plan's outsized position by total assets

Permanente Physicians Retirement Plan vs every filed plan by assets

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

$677,557,591 Top 2% higher than 98% 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

Permanente Physicians Retirement 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. Permanente Physicians Retirement Plan sits mid-pack in the medium band (791 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Permanente Physicians Retirement Plan reported net income rose from -$168M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Permanente Physicians Retirement Plan reported participants fell from 830 in the plan year 2022 filing to 791 in the plan year 2023 filing.
  • Permanente Physicians Retirement Plan end-of-year assets rose from $652M in the plan year 2022 filing to $678M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

Permanente Physicians Retirement Plan · $678M · 791 · 98th

  • NET $678M
  • NET 791
  • NET 98th
  • NET Defined Benefit (Pension)
  • NET near Avaya Inc. Pension Plan
  • NET ind #17360

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 →

Permanente Physicians Retirement Plan in the asset neighbourhood

Sharpsaver Retirement Plan$679MJohnson & Johnson Retirement Plan for Puerto Rico EmployeesJohnson & Johnson Retirement…$678MTi Employees Pension Plan$678MAvaya Inc. Pension Plan$678MPermanente Physicians Retirement PlanPermanente Physicians Retire…$678M
End-of-year total assets ($M) among Permanente Physicians Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$652M
Net Assets (End of Year)$678M
Net Income$26M
Employer EIN930698548
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northwest Permanente, P.C., Physicians & Surgeons)

Sponsor-wide plan assets over time

All Northwest Permanente, P.C., Physicians & Surgeons 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.

Permanente Physicians Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 0.511.52 Total assets ($B) Participants Permanente Physicians Retirement Plan, Total assets ($B): 0.677557591 · Participants: 791Permanente Physicians Retirement 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
Permanente Physicians Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Permanente Physicians Retirement Plan side-by-side with 3 peers →

Permanente Physicians Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Avaya Inc. Pension Plan in NJ ($678M); by covered participants it is Banquet Employees - Unions Pension Trust Fund in NE (791 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($678M here).

Similar participant headcount

Nearest other-state filings by covered participants (791 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 Permanente Physicians Retirement Plan assets move in 2023? ▼
Permanente Physicians Retirement Plan edged up modestly - up 3.9% during 2023, from $652M to $678M. Reported net income was $26M.
How have Northwest Permanente, P.C., Physicians & Surgeons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northwest Permanente, P.C., Physicians & Surgeons's sponsor-wide assets grew 31.8%, from $2.1B to $2.8B.
Where does Permanente Physicians Retirement Plan rank by assets among Form 5500 filers? ▼
Permanente Physicians Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Permanente Physicians Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Avaya Inc. Pension Plan in NJ ($678M, 278 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Permanente Physicians Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Banquet Employees - Unions Pension Trust Fund in NE (791 participants, $184M 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.