Money Purchase · DOL Form 5500 · 2023

Northwest Permanente, P.C. Money Purchase Plan

Data updated 2026-08-11

$9M
Total assets: 272
Participants: 57th
Percentile by assets: $33,760
Avg per participant

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.

57th percentile by assets (of 127,072 plans)
#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.

$9M
total plan assets (2023 EOY): 272
covered participants: 57th
percentile by assets (of 127,072 plans): $33,760
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Oregon

Industry

Healthcare & Social Assistance

Northwest Permanente, P.C. across 3 plan years on file

Across the 3 plan years Northwest Permanente, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $2.1B to $2.8B, a gain of 31.8%, while reported participants moved from 5,332 to 5,501 (+3.2%). Peak year by sponsor assets: 2024 ($2.8B); trough: 2022 ($2.1B).

Northwest Permanente, P.C. multi-year asset trail

Total plan assets by year, all Northwest Permanente, P.C. plans on file

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.

Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect vs. nearby Money Purchase plans in Oregon, assets vs. participants

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

Compare Northwest Permanente, P.C. Retirement Pl… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect by total assets, not by location.

Greater South Florida Ironworkers Annuity Trust Fu (PA) $9M · 526
Northeast Financial Consultants Inc (CT) $9M · 9
The Guidance Center Money Purchase Plan (PA) $9M · 156
St. Benedict Health Center Employees Pension Plan (SD) $9M · 112

Frequently Asked Questions

How did Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect assets move in 2023? ▼

Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect surged - up 39.9% during 2023, from $7M to $9M. Reported net income was $3M.

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.

Which Money Purchase plans are similar in size to Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect? ▼

Among Money Purchase plans in other states, the closest by assets is Greater South Florida Ironworkers Annuity Trust Fu in PA ($9M, 526 participants).

Next read for Northwest Permanente, P.C. Retirement Pl…

Multi-year trail

Ways to act on Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect's numbers.

By total assets, Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Oregon. Compare plans
Northwest Permanente, P.C.'s sponsor-wide assets have grown 31.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.