401(k)
2023 plan-year 401(k) DOL Form 5500

NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NORTHWEST MEDICAL HOMES, LLC

This 401(k) plan holds $12M in total assets and serves 90 participants as of 2023. It is sponsored by NORTHWEST MEDICAL HOMES, LLC in Oregon. The plan reported positive net income of $1M for the year.

Total Assets (2023)
$12M
Participants
90
State
Industry
Healthcare & Social Assistance

What the Filing Says About NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN

NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN is a 401(k) retirement plan sponsored by NORTHWEST MEDICAL HOMES, LLC, headquartered in Oregon. As of the 2023 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 90 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 911814404, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2023 to $12M at year-end — a gain of 14.2%. Net assets (after liabilities) closed the year at $12M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$1M
Plan Type401(k)
Employer EIN911814404
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NORTHWEST MEDICAL HOMES, LLC)

Year Plans Participants Total Assets
2022 1 96 $10M
2023 1 90 $12M
2024 1 95 $15M

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Frequently Asked Questions

How much money is in the NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN?
As of the 2023 Form 5500 filing, NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN holds $12M in total assets with 90 participants. It is sponsored by NORTHWEST MEDICAL HOMES, LLC.
What type of plan is NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN?
NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN is a 401(k) plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 911814404.
Who sponsors the NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN?
NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN is sponsored by NORTHWEST MEDICAL HOMES, LLC, located in Oregon. The sponsor's EIN is 911814404 and the plan operates in the Healthcare & Social Assistance industry.
How did NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN perform in 2023?
NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN grew by 14.2% during 2023, moving from $10M to $12M in total assets. Net income was $1M.
Where can I find official filings for NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN?
Official Form 5500 filings for NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 911814404 or plan name at efast.dol.gov.
How does NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN compare to other plans?
You can compare NORTHWEST MEDICAL HOMES, LLC EMPLOYEE SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 911814404.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.