Profit Sharing · DOL Form 5500 · 2024
Kaiser Foundation Health Plan of the Northwest Profit Sharing Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 774
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $54,570
- Avg per participant Low balance/head
Official DOL plan name: Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust · Sponsored by Kaiser Foundation Health Plan of the Northwest · Oregon · Healthcare & Social Assistance
$42M in assets, 774 participants
Kaiser Foundation Health Plan of the Northwest's Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust reported $42M in total assets and 774 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,326 in Healthcare & Social Assistance (16,916 peers)
Where Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust sits by assets
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $42M for 774 participants (~$54,570/participant), down 1.2% in 2024.
- #14,326
- in Healthcare & Social Assistance (16,916 peers)
- -1.2%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $521K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust's outsized position by total assets
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,237,004 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust 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. Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust sits mid-pack in the medium band (774 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust reported net income fell from $2M in the plan year 2023 filing to -$521K in the plan year 2024 filing.
- Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust reported participants fell from 821 in the plan year 2023 filing to 774 in the plan year 2024 filing.
- Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust end-of-year assets fell from $43M in the plan year 2023 filing to $42M in the plan year 2024 filing.
DOL schedule card
Filing strip 930798039 · Kaiser Foundation Health Plan of the Northwest PY 2024 · Profit Sharing
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust · $42M · 774 · 82nd
- 5500 $42M
- 5500 774
- 5500 82nd
- 5500 Profit Sharing
- 5500 near Hstp Profit Sharing Plan
- 5500 ind #14326
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 →
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$521K |
| Employer EIN | 930798039 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan of the Northwest)
Sponsor-wide plan assets over time
All Kaiser Foundation Health Plan of the Northwest plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 4.762988797477414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 898 | $40M |
| 2023 | 1 | 821 | $43M |
| 2024 | 1 | 774 | $42M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $865M · 5,738
- Legacy Health Defined Contribution Retirement Plan $817M · 12,025
- Willamette University Defined Contribution Retirement Plan $212M · 730
- The Hoffman Employee Retirement Income Plan $191M · 634
- Tuality Healthcare Performance Retirement Plan - 403(b) $120M · 1,263
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Hstp Profit Sharing Plan in CA ($42M); by covered participants it is True Companies Employees Profit Sharing Plan in WY (773 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Hstp Profit Sharing Plan (CA) $42M · 22
- Lewis Rice Kansas City Savings Plan (MO) $42M · 57
- Employees Retirement Plan of Mother Murphys Laboratories, Inc. (NC) $42M · 126
- Buffalo Laborers Security Fund (NY) $42M · 1,099
Similar participant headcount
Nearest other-state filings by covered participants (774 participants); asset peers above are excluded.
- True Companies Employees Profit Sharing Plan (WY) 773 · 1 off
- First Medical Health Retirement Savings Plan (PR) 775 · 1 off
- Living Resources 403(b) Retirement Plan (NY) 771 · 3 off
- Goodwill of the Finger Lakes, Inc. 403(b) Plan (NY) 771 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.