401(k) · DOL Form 5500 · 2024

Impact Nw 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
223
Participants Below avg headcount
37th
Percentile by assets National rank
$16,408
Avg per participant Low balance/head
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Official DOL plan name: Impact Nw 401(k) Profit Sharing Plan & Trust · Sponsored by Impact Nw · Oregon · Healthcare & Social Assistance

$4M in assets, 223 participants

Impact Nw's Impact Nw 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 223 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,435 in Healthcare & Social Assistance (16,916 peers)

Impact Nw multi-year trail

Impact Nw's plans moved +55.0% in assets from 2022 to 2024; this filing shows Impact Nw 401(k) Profit Sharing Plan & Trust at $4M / 223 participants.

#6,435
in Healthcare & Social Assistance (16,916 peers)
+21.7%
assets growth YoY

Impact Nw 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Impact Nw 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,659,057 37th percentile higher than 37% 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

Impact Nw 401(k) Profit Sharing 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. Impact Nw 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Impact Nw 401(k) Profit Sharing Plan & Trust reported participants fell from 475 in the plan year 2023 filing to 223 in the plan year 2024 filing.
  • Impact Nw 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930557964 · Impact Nw PY 2024 · 401(k)

Impact Nw 401(k) Profit Sharing Plan & Trust · $4M · 223 · 37th

  • EIN $4M
  • EIN 223
  • EIN 37th
  • EIN 401(k)
  • EIN near David M. Corcoran, D.D.S. 401(k) Profit Sharing Plan
  • EIN ind #6435

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 →

Impact Nw 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Impact Nw 401(k) Profit Sharing Plan & TrustImpact Nw 401(k) Profit Shar…$4MDavid M. Corcoran, D.D.S. 401(k) Profit Sharing PlanDavid M. Corcoran, D.D.S. 40…$4MForager Project 401(k) Plan$4MMaple Ridge Dairy, LLC 401(k) Profit Sharing PlanMaple Ridge Dairy, LLC 401(k…$4MYanowitz Law Firm, PLLC 401(k) PlanYanowitz Law Firm, PLLC 401(…$4M
End-of-year total assets ($M) among Impact Nw 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Impact Nw multi-year asset trail

Sponsor-wide plan assets over time

All Impact Nw plans reported in each filing year

Latest sponsor-wide plan assets
$4M 54.99054144608709% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.36M $3.66M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 396 $2M
2023 1 475 $3M
2024 1 223 $4M

Impact Nw filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$653K
Employer EIN930557964
Plan Effective Date2013-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Impact Nw 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Impact Nw 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003659057 · Participants: 223Impact Nw 401(k) Profit Sharing Plan & Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Impact Nw 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

Impact Nw 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is David M. Corcoran, D.D.S. 401(k) Profit Sharing Plan in IL ($4M); by covered participants it is Adaptimmune LLC Retirement Plan in PA (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Impact Nw 401(k) Profit Sharing Plan & Trust assets move in 2024?
Impact Nw 401(k) Profit Sharing Plan & Trust grew sharply - up 21.7% during 2024, from $3M to $4M. Reported net income was $653K.
How have Impact Nw plan assets changed over time?
Across 3 plan years on file (2022-2024), Impact Nw's sponsor-wide assets grew 55.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Impact Nw 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is David M. Corcoran, D.D.S. 401(k) Profit Sharing Plan in IL ($4M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Impact Nw 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Adaptimmune LLC Retirement Plan in PA (223 participants, $28M in assets).