Other · DOL Form 5500 · 2023

New Directions Northwest, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
112
Participants Small participant base
41st
Percentile by assets National rank
$37,898
Avg per participant Low balance/head
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Official DOL plan name: New Directions Northwest, Inc. 403b Profit Sharing Plan · Sponsored by New Directions Northwest, Inc. · Oregon · Healthcare & Social Assistance

$4M in assets, 112 participants

New Directions Northwest, Inc.'s New Directions Northwest, Inc. 403b Profit Sharing Plan reported $4M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,844 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

New Directions Northwest, Inc. 403b Profit Sharing Plan covers 112 participants in Oregon, about 25% of the average Oregon filer (state average ~443 per filing). Assets: $4M.

#7,844
in Healthcare & Social Assistance (17,684 peers)
+29.2%
assets growth YoY

New Directions Northwest, Inc. 403b Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

New Directions Northwest, Inc. 403b Profit Sharing Plan vs every filed plan by assets

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

$4,244,545 41st percentile higher than 41% 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

New Directions Northwest, Inc. 403b Profit Sharing 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. New Directions Northwest, Inc. 403b Profit Sharing Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Directions Northwest, Inc. 403b Profit Sharing Plan reported net income rose from $593K in the plan year 2022 filing to $958K in the plan year 2023 filing.
  • New Directions Northwest, Inc. 403b Profit Sharing Plan reported participants fell from 219 in the plan year 2022 filing to 112 in the plan year 2023 filing.
  • New Directions Northwest, Inc. 403b Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930569254 · New Directions Northwest, Inc. PY 2023 · Other

New Directions Northwest, Inc. 403b Profit Sharing Plan · $4M · 112 · 41st

  • EIN $4M
  • RANK 112
  • PHOTO 41st
  • IND Other
  • EOY near Caldwell Medical Center Inc. Tax Deferred Annuity Plan
  • 5500 ind #7844

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 →

New Directions Northwest, Inc. 403b Profit Sharing Plan in the asset neighbourhood

403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County403(b) Thrift Plan of Jewish…$4MAids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement PlanAids Council of Northeastern…$4MNew Directions Northwest, Inc. 403b Profit Sharing PlanNew Directions Northwest, In…$4MCaldwell Medical Center Inc. Tax Deferred Annuity PlanCaldwell Medical Center Inc.…$4MAccord Corporation Tax Deferred Annuity PlanAccord Corporation Tax Defer…$4M
End-of-year total assets ($M) among New Directions Northwest, Inc. 403b Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$958K
Employer EIN930569254
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Directions Northwest, Inc.)

Sponsor-wide plan assets over time

All New Directions Northwest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 60.96912795705828% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.29M $5.29M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 219 $3M
2023 1 112 $4M
2024 1 134 $5M

Nearby Other Plans in Oregon

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

New Directions Northwest, Inc. 403b Profit Sharing Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants New Directions Northwest, Inc. 403b Profit Sharing Plan, Total assets ($B): 0.004244545 · Participants: 112New Directions Northwest, Inc. 403b Profit Sharing 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
New Directions Northwest, Inc. 403b Profit Sharing Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare New Directions Northwest, Inc. 403b Profit Sharing Plan side-by-side with 3 peers →

New Directions Northwest, Inc. 403b Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Caldwell Medical Center Inc. Tax Deferred Annuity Plan in KY ($4M); by covered participants it is Motivational Services in ME (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 New Directions Northwest, Inc. 403b Profit Sharing Plan assets move in 2023? ▼
New Directions Northwest, Inc. 403b Profit Sharing Plan grew sharply - up 29.2% during 2023, from $3M to $4M. Reported net income was $958K.
How have New Directions Northwest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Directions Northwest, Inc.'s sponsor-wide assets grew 61.0%, from $3M to $5M.
Which Other plans are similar in size to New Directions Northwest, Inc. 403b Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Caldwell Medical Center Inc. Tax Deferred Annuity Plan in KY ($4M, 234 participants).
Which Other plans cover a similar participant headcount to New Directions Northwest, Inc. 403b Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Motivational Services in ME (112 participants, N/A 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 930569254.

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.