Defined Benefit (Pension) · DOL Form 5500 · 2024

Northwest Permanente, P.C., Physicians & Surgeons Pension Plan

Data updated 2026-07-24

$711M
Total assets: 754
Participants: 98th
Percentile by assets: $942,348
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

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.

$711M
total plan assets (2024 EOY): 754
covered participants: 98th
percentile by assets (of 116,472 plans): $942,348
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Oregon

Industry

Healthcare & Social Assistance

Permanente Physicians Retirement Plan vs the 2024 asset distribution

By assets, Permanente Physicians Retirement Plan outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 7.1x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all Northwest Permanente, P.C., Physicians & Surgeons plans on file

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.

Permanente Physicians Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants

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

Compare Permanente Physicians Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Permanente Physicians Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Permanente Physicians Retirement Plan assets move in 2024? ▼

Permanente Physicians Retirement Plan edged up modestly - up 4.9% during 2024, from $678M to $711M. Reported net income was $33M.

How have Northwest Permanente, P.C., Physicians & Surgeons plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Northwest Permanente, P.C., Physicians & Surgeons's sponsor-wide assets grew 31.8%, from $2.1B to $2.8B.

Where does Permanente Physicians Retirement Plan rank by assets among Form 5500 filers? ▼

Permanente Physicians Retirement Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Permanente Physicians Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Yum Brands Retirement Plan in KY ($711M, 2,572 participants).

Next read for Permanente Physicians Retirement Plan

Scale reading

Ways to act on Permanente Physicians Retirement Plan's numbers.

By total assets, Permanente Physicians Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Oregon. Compare plans
Northwest Permanente, P.C., Physicians & Surgeons's sponsor-wide assets have grown 31.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 930698548.

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.