Other · DOL Form 5500 · 2023

National University of Natural Medicine Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
163
Participants Small participant base
66th
Percentile by assets National rank
$86,874
Avg per participant Below avg balance/head
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Official DOL plan name: National University of Natural Medicine Retirement Plan · Sponsored by National University of Natural Medicine · Oregon · Educational Services

$14M in assets, 163 participants

National University of Natural Medicine's National University of Natural Medicine Retirement Plan reported $14M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,811 in Educational Services (3,735 peers)

Coverage in Oregon

National University of Natural Medicine Retirement Plan covers 163 participants in Oregon, about 37% of the average Oregon filer (state average ~443 per filing). Assets: $14M.

#1,811
in Educational Services (3,735 peers)
+13.4%
assets growth YoY

National University of Natural Medicine Retirement Plan's mid-pack asset rank among Educational Services and all filers

National University of Natural Medicine Retirement Plan vs every filed plan by assets

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

$14,160,494 Top 34% higher than 66% 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

National University of Natural Medicine 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. National University of Natural Medicine Retirement Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National University of Natural Medicine Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • National University of Natural Medicine Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • National University of Natural Medicine Retirement Plan reported participants rose from 148 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930461940 · National University of Natural Medicine PY 2023 · Other

National University of Natural Medicine Retirement Plan · $14M · 163 · 66th

  • BOY $14M
  • BOY 163
  • BOY 66th
  • BOY Other
  • BOY near Mace North America, Ltd 401(k) Plan
  • BOY ind #1811

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 Educational Services retirement plans → · Plans in Oregon →

National University of Natural Medicine Retirement Plan in the asset neighbourhood

Hackley Community Care Center, Inc. 403(b) PlanHackley Community Care Cente…$14MMeadowood Corporation 403(b) Retirement PlanMeadowood Corporation 403(b)…$14MNational University of Natural Medicine Retirement PlanNational University of Natur…$14MMace North America, Ltd 401(k) PlanMace North America, Ltd 401(…$14MCommunity Blood Center, Inc. 403(b) PlanCommunity Blood Center, Inc.…$14M
End-of-year total assets ($M) among National University of Natural Medicine Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN930461940
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National University of Natural Medicine)

Sponsor-wide plan assets over time

All National University of Natural Medicine plans reported in each filing year

Latest sponsor-wide plan assets
$14M 14.642807385023374% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.5M $14.3M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 148 $12M
2023 1 163 $14M
2024 1 162 $14M

Nearby Other Plans in Oregon

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

National University of Natural Medicine Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants National University of Natural Medicine Retirement Plan, Total assets ($B): 0.014160494 · Participants: 163National University of Natural Medicine Retirement PlanLegacy Health 403(b) Plan, Total assets ($B): 1.723877574 · Participants: 14249Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.683735006 · Participants: 5682Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.316078897 · Participants: 789Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
National University of Natural Medicine Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare National University of Natural Medicine Retirement Plan side-by-side with 3 peers →

National University of Natural Medicine Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Mace North America, Ltd 401(k) Plan in NY ($14M); by covered participants it is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 National University of Natural Medicine Retirement Plan assets move in 2023? ▼
National University of Natural Medicine Retirement Plan grew at a solid clip - up 13.4% during 2023, from $12M to $14M. Reported net income was $2M.
How have National University of Natural Medicine plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National University of Natural Medicine's sponsor-wide assets grew 14.6%, from $12M to $14M.
Which Other plans are similar in size to National University of Natural Medicine Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mace North America, Ltd 401(k) Plan in NY ($14M, 254 participants).
Which Other plans cover a similar participant headcount to National University of Natural Medicine Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants, $12M 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 930461940.

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.