Other · DOL Form 5500 · 2024
Northwest Energy Efficiency Alliance, Inc. Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 96
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $265,265
- Avg per participant High balance/head
Official DOL plan name: Northwest Energy Efficiency Alliance Retirement Plan · Sponsored by Northwest Energy Efficiency Alliance, Inc. · Oregon · Other Services
$25M in assets, 96 participants
Northwest Energy Efficiency Alliance, Inc.'s Northwest Energy Efficiency Alliance Retirement Plan reported $25M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #6,688 in Other Services (7,719 peers)
Where Northwest Energy Efficiency Alliance Retirement Plan sits by assets
Northwest Energy Efficiency Alliance Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 96 participants (~$265,265/participant), up 11.8% in 2024.
- #6,688
- in Other Services (7,719 peers)
- +11.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Northwest Energy Efficiency Alliance Retirement Plan's outsized position by total assets
Northwest Energy Efficiency Alliance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,465,430 Top 25% higher than 75% 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
Northwest Energy Efficiency Alliance Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwest Energy Efficiency Alliance Retirement Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northwest Energy Efficiency Alliance Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Northwest Energy Efficiency Alliance Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Northwest Energy Efficiency Alliance Retirement Plan reported participants rose from 90 in the plan year 2023 filing to 96 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 931228867 · Northwest Energy Efficiency Alliance, Inc. PY 2024 · Other
Northwest Energy Efficiency Alliance Retirement Plan · $25M · 96 · 75th
- RANK $25M
- PHOTO 96
- IND 75th
- EOY Other
- 5500 near Western Pennsylvania Conservancy Matching Defined Contribution Plan
- ASSETS ind #6688
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 Other Services retirement plans → · Plans in Oregon →
Northwest Energy Efficiency Alliance Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 931228867 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwest Energy Efficiency Alliance, Inc.)
Sponsor-wide plan assets over time
All Northwest Energy Efficiency Alliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 28.361156881198653% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $20M |
| 2023 | 1 | 90 | $23M |
| 2024 | 1 | 96 | $25M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $2.0B · 14,590
- Asante 403b Plan $759M · 5,850
- St. Charles Health System, Inc. Retirement Plan $744M · 4,769
- Samaritan Health Services Tax Sheltered Annuity Pl $703M · 6,429
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $337M · 807
Northwest Energy Efficiency Alliance Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Western Pennsylvania Conservancy Matching Defined Contribution Plan in PA ($25M); by covered participants it is The Washington Latin School Defined Contribution Plan in DC (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Western Pennsylvania Conservancy Matching Defined Contribution Plan (PA) $25M · 186
- Newman University DC Plan (KS) $25M · 172
- Naeyc Retirement Plan (DC) $25M · 86
- Justice Innovation Inc. 403(b) Plan (NY) $26M · 800
Similar participant headcount
Nearest other-state filings by covered participants (96 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.