Money Purchase · DOL Form 5500 · 2023
Northwest Permanente, P.C. Money Purchase Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 272
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $33,760
- Avg per participant Low balance/head
Official DOL plan name: Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect · Sponsored by Northwest Permanente, P.C. · Oregon · Healthcare & Social Assistance
$9M in assets, 272 participants
Northwest Permanente, P.C.'s Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect reported $9M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #11,038 in Healthcare & Social Assistance (17,684 peers)
Northwest Permanente, P.C. multi-year trail
Northwest Permanente, P.C.'s plans moved +31.8% in assets from 2022 to 2024; this filing shows Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect at $9M / 272 participants.
- #11,038
- in Healthcare & Social Assistance (17,684 peers)
- +39.9%
- assets growth YoY
Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect's mid-pack asset rank among Healthcare & Social Assistance and all filers
Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,182,811 Top 43% higher than 57% of 127,068 filed plans
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. Retirement Plan for Clerical Emp. - Mpp Aspect 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 Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect sits mid-pack in the medium band (272 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect reported net income rose from -$323K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect reported participants rose from 244 in the plan year 2022 filing to 272 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 930698548 · Northwest Permanente, P.C. PY 2023 · Money Purchase
Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect · $9M · 272 · 57th
- ASSETS $9M
- ASSETS 272
- ASSETS 57th
- ASSETS Money Purchase
- ASSETS near Greater South Florida Ironworkers Annuity Trust Fu
- ASSETS ind #11038
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. Retirement Plan for Clerical Emp. - Mpp Aspect in the asset neighbourhood
Northwest Permanente, P.C. multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 5,332 | $2.1B |
| 2023 | 6 | 5,486 | $2.5B |
| 2024 | 6 | 5,501 | $2.8B |
Northwest Permanente, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $3M |
| Employer EIN | 930698548 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Oregon
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- International Brotherhood of Electrical Workers District No.9 Pension Plan $2.3B · 28,784
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect $966M · 1,517
- Cascade Pension Trust Money Purchase Pension Plan $375M · 2,092
- Samaritan Health Services Retirement Plan $289M · 5,389
- Local Union 598 Supplemental Pension Plan $143M · 611
Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect's out-of-state Money Purchase peers by assets and headcount
Outside Oregon, the nearest Money Purchase by assets is Greater South Florida Ironworkers Annuity Trust Fu in PA ($9M); by covered participants it is Greylock Pension Plan in MA (272 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (272 participants); asset peers above are excluded.
- Greylock Pension Plan (MA) 272 · 0 off
- Guardian Angels Employer Sponsored Plan (MN) 272 · 0 off
- Northeast Treatement Centers Employee Money Purchase Pension Plan (PA) 272 · 0 off
- Madison Community Hospital Employees' Retirement Plan (SD) 273 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.