Money Purchase · DOL Form 5500 · 2023

Northwest Employees Retirement Pln Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
541
Participants Below avg headcount
62nd
Percentile by assets National rank
$21,802
Avg per participant Low balance/head
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Official DOL plan name: Northwest Employees Retirement Plan · Sponsored by Northwest Employees Retirement Pln · Washington · Manufacturing

$12M in assets, 541 participants

Northwest Employees Retirement Pln's Northwest Employees Retirement Plan reported $12M in total assets and 541 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,209 in Manufacturing (18,722 peers)

Coverage in Washington

Northwest Employees Retirement Plan covers 541 participants in Washington, about 37% of the average Washington filer (state average ~1,476 per filing). Assets: $12M.

#9,209
in Manufacturing (18,722 peers)
+20.3%
assets growth YoY

Northwest Employees Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Northwest Employees Retirement Plan vs every filed plan by assets

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

$11,795,066 Top 38% higher than 62% 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 Employees 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. Northwest Employees Retirement Plan sits mid-pack in the medium band (541 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northwest Employees Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Northwest Employees Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Northwest Employees Retirement Plan reported participants rose from 528 in the plan year 2022 filing to 541 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 916028574 · Northwest Employees Retirement Pln PY 2023 · Money Purchase

Northwest Employees Retirement Plan · $12M · 541 · 62nd

  • IND $12M
  • IND 541
  • IND 62nd
  • IND Money Purchase
  • IND near Legal Aid Society Money Purchase Pension Plan
  • IND ind #9209

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 Manufacturing retirement plans → · Plans in Washington →

Northwest Employees Retirement Plan in the asset neighbourhood

Pembina U.S. Corporation and Affiliates Money Purchase Pension PlanPembina U.S. Corporation and…$12MNorthwest Employees Retirement PlanNorthwest Employees Retireme…$12MLegal Aid Society Money Purchase Pension PlanLegal Aid Society Money Purc…$12MHeat & Frost Insulators and Allied Workers Local #50 Annuity PlanHeat & Frost Insulators and …$12MHeat & Frost Insulators Local 127 Supplemental/401(k) Retirement PlanHeat & Frost Insulators Loca…$12M
End-of-year total assets ($M) among Northwest Employees Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN916028574
Plan Effective Date1960-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Northwest Employees Retirement Pln)

Sponsor-wide plan assets over time

All Northwest Employees Retirement Pln plans reported in each filing year

Latest sponsor-wide plan assets
$12M 24.532540882910105% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.8M $12.2M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 528 $10M
2023 1 541 $12M
2024 1 525 $12M

Nearby Money Purchase Plans in Washington

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

Northwest Employees Retirement Plan vs. nearby Money Purchase plans in Washington, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20002004006008001000 Total assets ($M) Participants Northwest Employees Retirement Plan, Total assets ($M): 11.795066 · Participants: 541Northwest Employees Retirement PlanPacific Coast Benefits Trust Fund, Total assets ($M): 786.317752 · Participants: 55426Pacific Coast Benefits Trust FundThe Association of University Physicians Pension Plan, Total assets ($M): 437.438087 · Participants: 2598The Association of University Physicians Pension Plan112/73 Retirement Plan NECA-IBEW, Total assets ($M): 420.941737 · Participants: 5901112/73 Retirement Plan NECA-IBEWCarrix, Inc. Retirement Plan, Total assets ($M): 327.594514 · Participants: 1512Carrix, Inc. Retirement PlanChildren's University Medical Group Pension Plan, Total assets ($M): 225.610005 · Participants: 845Children's University Medical Group Pension Plan
Northwest Employees Retirement Plan vs. nearby Money Purchase plans in Washington, assets vs. participants
Compare Northwest Employees Retirement Plan side-by-side with 3 peers →

Northwest Employees Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Washington, the nearest Money Purchase by assets is Legal Aid Society Money Purchase Pension Plan in OH ($12M); by covered participants it is IBEW Local 531 & NECA Money Purchase Pension Plan in IN (540 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (541 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 Employees Retirement Plan assets move in 2023? ▼
Northwest Employees Retirement Plan grew sharply - up 20.3% during 2023, from $10M to $12M. Reported net income was $2M.
How have Northwest Employees Retirement Pln plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northwest Employees Retirement Pln's sponsor-wide assets grew 24.5%, from $10M to $12M.
Which Money Purchase plans are similar in size to Northwest Employees Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Legal Aid Society Money Purchase Pension Plan in OH ($12M, 92 participants).
Which Money Purchase plans cover a similar participant headcount to Northwest Employees Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local 531 & NECA Money Purchase Pension Plan in IN (540 participants, $121M 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 916028574.

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.