Money Purchase · DOL Form 5500 · 2023
Northwest Permanente, P.C. Money Purchase Plan
Data updated 2026-08-25
- $966M
- Total assets Above avg plan size
- 1,517
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $636,910
- Avg per participant High balance/head
Official DOL plan name: Northwest Permanente, P.C. Retirement Plan - Mpp Aspect · Sponsored by Northwest Permanente, P.C. · Oregon · Healthcare & Social Assistance
$966M in assets, 1,517 participants
Northwest Permanente, P.C.'s Northwest Permanente, P.C. Retirement Plan - Mpp Aspect reported $966M in total assets and 1,517 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,466 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oregon
Northwest Permanente, P.C. Retirement Plan - Mpp Aspect covers 1,517 participants in Oregon, 3.4x the typical Oregon plan (state average ~443 per filing). Assets: $966M.
- #17,466
- in Healthcare & Social Assistance (17,684 peers)
- +18.9%
- assets growth YoY
- 9.7×
- vs typical plan assets (national mean)
Northwest Permanente, P.C. Retirement Plan - Mpp Aspect's outsized position by total assets
Northwest Permanente, P.C. Retirement Plan - Mpp Aspect vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$966,192,011 Top 1% higher than 99% 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 - Mpp Aspect's large-plan peer group by participant 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 - Mpp Aspect lands in the large band (1,517 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect reported net income rose from -$208M in the plan year 2022 filing to $153M in the plan year 2023 filing.
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect end-of-year assets rose from $813M in the plan year 2022 filing to $966M in the plan year 2023 filing.
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect reported participants rose from 1,488 in the plan year 2022 filing to 1,517 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 - Mpp Aspect · $966M · 1,517 · 99th
- EIN $966M
- RANK 1,517
- PHOTO 99th
- IND Money Purchase
- EOY near Alcon Retirement Plan
- 5500 ind #17466
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 - Mpp Aspect in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $813M |
|---|---|
| Net Assets (End of Year) | $966M |
| Net Income | $153M |
| Employer EIN | 930698548 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwest Permanente, P.C.)
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 |
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
- 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
- Osu Foundation Money Purchase Plan $45M · 132
Northwest Permanente, P.C. Retirement Plan - Mpp Aspect's out-of-state Money Purchase peers by assets and headcount
Outside Oregon, the nearest Money Purchase by assets is Alcon Retirement Plan in TX ($974M); by covered participants it is Carrix, Inc. Retirement Plan in WA (1,512 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($966M here).
- Alcon Retirement Plan (TX) $974M · 9,494
- Tufts University Basic Retirement Plan (MA) $942M · 6,037
- Local 68 Engineers Union Annuity Plan (NJ) $919M · 5,196
- NECA-IBEW Pension Benefit Trust Fund (MO) $917M · 3,999
Similar participant headcount
Nearest other-state filings by covered participants (1,517 participants); asset peers above are excluded.
- Carrix, Inc. Retirement Plan (WA) 1,512 · 5 off
- Machinists' Money Purchase Pension Fund (NJ) 1,526 · 9 off
- Plumbers & Steamfitters Union Local No. 10 Individual Account Plan (TN) 1,505 · 12 off
- Plumbers & Pipefitters Local 94 Retirement Plan (OH) 1,503 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.