Defined Benefit (Pension) · DOL Form 5500 · 2024
Northwest Permanente, P.C., Physicians & Surgeons Pension Plan
Data updated 2026-08-25
- $711M
- Total assets Above avg plan size
- 754
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $942,348
- Avg per participant High balance/head
Official DOL plan name: Permanente Physicians Retirement Plan · Sponsored by Northwest Permanente, P.C., Physicians & Surgeons · Oregon · Healthcare & Social Assistance
$711M in assets, 754 participants
Northwest Permanente, P.C., Physicians & Surgeons's Permanente Physicians Retirement Plan reported $711M in total assets and 754 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,562 in Healthcare & Social Assistance (16,916 peers)
Where Permanente Physicians Retirement Plan sits by assets
Permanente Physicians Retirement Plan sits in the top 5% of all filed plans by assets, $711M for 754 participants (~$942,348/participant), up 4.9% in 2024.
- #16,562
- in Healthcare & Social Assistance (16,916 peers)
- +4.9%
- assets growth YoY
- 7.1×
- vs typical plan assets (national mean)
Permanente Physicians Retirement Plan's outsized position by total assets
Permanente Physicians Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$710,530,304 Top 2% higher than 98% 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
Permanente Physicians Retirement 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. Permanente Physicians Retirement Plan sits mid-pack in the medium band (754 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Permanente Physicians Retirement Plan reported net income rose from $26M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Permanente Physicians Retirement Plan end-of-year assets rose from $678M in the plan year 2023 filing to $711M in the plan year 2024 filing.
- Permanente Physicians Retirement Plan reported participants fell from 791 in the plan year 2023 filing to 754 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930698548 · Northwest Permanente, P.C., Physicians & Surgeons PY 2024 · Defined Benefit (Pension)
Permanente Physicians Retirement Plan · $711M · 754 · 98th
- BOOK $711M
- VS-ST 754
- BOY 98th
- SCH Defined Benefit (Pension)
- EBSA near Yum Brands Retirement Plan
- PART ind #16562
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 →
Permanente Physicians Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $678M |
|---|---|
| Net Assets (End of Year) | $711M |
| Net Income | $33M |
| Employer EIN | 930698548 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwest Permanente, P.C., Physicians & Surgeons)
Sponsor-wide plan assets over time
All Northwest Permanente, P.C., Physicians & Surgeons 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 Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northwest Sheet Metal Workers Pension Plan $1.7B · 4,783
- Xpo Pension Plan $1.5B · 4,421
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.3B · 3,464
- Precision Castparts Corp. Retirement Plan $1.2B · 1,890
- Oregon Retail Employees Pension Plan $1.2B · 21,971
Permanente Physicians Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Yum Brands Retirement Plan in KY ($711M); by covered participants it is Oge Energy Corp. Retirement Plan in OK (755 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($711M here).
- Yum Brands Retirement Plan (KY) $711M · 2,572
- Blue Cross and Blue Shield of Alabama Retirement Plan (AL) $712M · 1,955
- Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries (NJ) $712M · 1,488
- Teamsters Negotiated Pension Plan (MO) $713M · 2,256
Similar participant headcount
Nearest other-state filings by covered participants (754 participants); asset peers above are excluded.
- Oge Energy Corp. Retirement Plan (OK) 755 · 1 off
- United Furniture Workers Pension Fund a (TN) 755 · 1 off
- Yale New Haven Health System Pension Plan (CT) 753 · 1 off
- Kirkland & Ellis LLP 2011 Retirement Plan (IL) 756 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.