Other · DOL Form 5500 · 2024

Northwestern Medical Center, Inc Retirement Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
731
Participants Near avg headcount
90th
Percentile by assets National rank
$127,485
Avg per participant Near avg balance/head
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Official DOL plan name: Northwestern Medical Center, Inc. 403(b) Plan · Sponsored by Northwestern Medical Center, Inc · Vermont · Healthcare & Social Assistance

$93M in assets, 731 participants

Northwestern Medical Center, Inc's Northwestern Medical Center, Inc. 403(b) Plan reported $93M in total assets and 731 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,425 in Healthcare & Social Assistance (16,916 peers)

Coverage in Vermont

Northwestern Medical Center, Inc. 403(b) Plan covers 731 participants in Vermont, 3.0x the typical Vermont plan (state average ~245 per filing). Assets: $93M.

#15,425
in Healthcare & Social Assistance (16,916 peers)
+16.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Northwestern Medical Center, Inc. 403(b) Plan's outsized position by total assets

Northwestern Medical Center, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$93,191,182 Top 10% higher than 90% of 123,620 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 2024

Northwestern Medical Center, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwestern Medical Center, Inc. 403(b) Plan sits mid-pack in the medium band (731 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northwestern Medical Center, Inc. 403(b) Plan reported net income fell from $25M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Northwestern Medical Center, Inc. 403(b) Plan end-of-year assets rose from $80M in the plan year 2023 filing to $93M in the plan year 2024 filing.
  • Northwestern Medical Center, Inc. 403(b) Plan reported participants rose from 709 in the plan year 2023 filing to 731 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 030266986 · Northwestern Medical Center, Inc PY 2024 · Other

Northwestern Medical Center, Inc. 403(b) Plan · $93M · 731 · 90th

  • TYPE $93M
  • NET 731
  • BOOK 90th
  • VS-ST Other
  • BOY near Asia Foundation Defined Contribution Retirement Plan
  • SCH ind #15425

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 Vermont →

Northwestern Medical Center, Inc. 403(b) Plan in the asset neighbourhood

Delaware Valley University DC PlanDelaware Valley University D…$94MNorthfield Mount Hermon Retirement Savings and Investment PlanNorthfield Mount Hermon Reti…$93MAsia Foundation Defined Contribution Retirement PlanAsia Foundation Defined Cont…$93MNorthwestern Medical Center, Inc. 403(b) PlanNorthwestern Medical Center,…$93MGroup Health Cooperative of South Central Wisconsin 403(b) PlanGroup Health Cooperative of …$93M
End-of-year total assets ($M) among Northwestern Medical Center, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Vermont filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$93M
Net Income$13M
Employer EIN030266986
Plan Effective Date1995-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northwestern Medical Center, Inc)

Sponsor-wide plan assets over time

All Northwestern Medical Center, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$93M 24.292201965611095% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $75M $93.2M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 1,371 $75M
2023 2 1,162 $80M
2024 1 731 $93M

Nearby Other Plans in Vermont

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

Northwestern Medical Center, Inc. 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 50100150200250300350 Total assets ($M) Participants Northwestern Medical Center, Inc. 403(b) Plan, Total assets ($M): 93.191182 · Participants: 731Northwestern Medical Center, Inc. 403(b) PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 311.834512 · Participants: 1028Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 288.999458 · Participants: 1695Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 175.751512 · Participants: 1061Norwich University Defined Contribution Retirement PlanChamplain College Defined Contribution Retirement Plan, Total assets ($M): 116.482678 · Participants: 463Champlain College Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 96.30114 · Participants: 446World Learning, Inc. Retirement Plan
Northwestern Medical Center, Inc. 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Northwestern Medical Center, Inc. 403(b) Plan side-by-side with 3 peers →

Northwestern Medical Center, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Asia Foundation Defined Contribution Retirement Plan in CA ($93M); by covered participants it is Simmons University Retirement Plan in MA (731 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (731 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Northwestern Medical Center, Inc. 403(b) Plan assets move in 2024? ▼
Northwestern Medical Center, Inc. 403(b) Plan grew sharply - up 16.5% during 2024, from $80M to $93M. Reported net income was $13M.
How have Northwestern Medical Center, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northwestern Medical Center, Inc's sponsor-wide assets grew 24.3%, from $75M to $93M.
Where does Northwestern Medical Center, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Northwestern Medical Center, Inc. 403(b) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Northwestern Medical Center, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Asia Foundation Defined Contribution Retirement Plan in CA ($93M, 155 participants).
Which Other plans cover a similar participant headcount to Northwestern Medical Center, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Simmons University Retirement Plan in MA (731 participants, $270M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030266986.

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.