Defined Benefit (Pension) · DOL Form 5500 · 2024

Northwest Permanente, P.C. Pension Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
1,158
Participants Near avg headcount
94th
Percentile by assets National rank
$152,953
Avg per participant Above avg balance/head
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Official DOL plan name: Northwest Permanente, P.C., Cash Balance Plan · Sponsored by Northwest Permanente, P.C. · Oregon · Healthcare & Social Assistance

$177M in assets, 1,158 participants

Northwest Permanente, P.C.'s Northwest Permanente, P.C., Cash Balance Plan reported $177M in total assets and 1,158 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #15,981 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oregon

Northwest Permanente, P.C., Cash Balance Plan covers 1,158 participants in Oregon, 2.6x the typical Oregon plan (state average ~443 per filing). Assets: $177M.

#15,981
in Healthcare & Social Assistance (16,916 peers)
+24.1%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Northwest Permanente, P.C., Cash Balance Plan's outsized position by total assets

Northwest Permanente, P.C., Cash Balance Plan vs every filed plan by assets

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

$177,120,005 Top 6% higher than 94% 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

Northwest Permanente, P.C., Cash Balance Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwest Permanente, P.C., Cash Balance Plan lands in the large band (1,158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northwest Permanente, P.C., Cash Balance Plan end-of-year assets rose from $143M in the plan year 2023 filing to $177M in the plan year 2024 filing.
  • Northwest Permanente, P.C., Cash Balance Plan reported net income rose from $28M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Northwest Permanente, P.C., Cash Balance Plan reported participants rose from 1,118 in the plan year 2023 filing to 1,158 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 930698548 · Northwest Permanente, P.C. PY 2024 · Defined Benefit (Pension)

Northwest Permanente, P.C., Cash Balance Plan · $177M · 1,158 · 94th

  • BOOK $177M
  • BOOK 1,158
  • BOOK 94th
  • BOOK Defined Benefit (Pension)
  • BOOK near Local 805 Pension & Retirement Fund
  • BOOK ind #15981

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 →

Northwest Permanente, P.C., Cash Balance Plan in the asset neighbourhood

Northwest Permanente, P.C., Cash Balance PlanNorthwest Permanente, P.C., …$177MLocal 805 Pension & Retirement FundLocal 805 Pension & Retireme…$177MPlumbers & Pipefitters U.a. Local 85 Pension PlanPlumbers & Pipefitters U.a. …$177MDel Monte Foods Corporation II Inc. Retirement PlanDel Monte Foods Corporation …$177MIngersoll Rand Industrial U.S., Inc. Pension PlanIngersoll Rand Industrial U.…$176M
End-of-year total assets ($M) among Northwest Permanente, P.C., Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$177M
Net Income$34M
Employer EIN930698548
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northwest Permanente, P.C.)

Sponsor-wide plan assets over time

All Northwest Permanente, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2.8B 31.77770154165107% vs 2022
2024 filing year
$2B$2.5B$3B 202220232024 $2.13B $2.8B ▲ +31.5%
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 Permanente, P.C., Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.52 Total assets ($B) Participants Northwest Permanente, P.C., Cash Balance Plan, Total assets ($B): 0.177120005 · Participants: 1158Northwest Permanente, P.C., Cash Balance PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.692468875 · Participants: 4783Northwest Sheet Metal Workers Pension PlanXpo Pension Plan, Total assets ($B): 1.505341155 · Participants: 4421Xpo Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.268165627 · Participants: 3464Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.203447175 · Participants: 1890Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.166006256 · Participants: 21971Oregon Retail Employees Pension Plan
Northwest Permanente, P.C., Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Northwest Permanente, P.C., Cash Balance Plan side-by-side with 3 peers →

Northwest Permanente, P.C., Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Local 805 Pension & Retirement Fund in NY ($177M); by covered participants it is Northwest Bank Pension Plan in PA (1,158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,158 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 Northwest Permanente, P.C., Cash Balance Plan assets move in 2024? ▼
Northwest Permanente, P.C., Cash Balance Plan grew sharply - up 24.1% during 2024, from $143M to $177M. Reported net income was $34M.
How have Northwest Permanente, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northwest Permanente, P.C.'s sponsor-wide assets grew 31.8%, from $2.1B to $2.8B.
Where does Northwest Permanente, P.C., Cash Balance Plan rank by assets among Form 5500 filers? ▼
Northwest Permanente, P.C., Cash Balance Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Northwest Permanente, P.C., Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 805 Pension & Retirement Fund in NY ($177M, 453 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Northwest Permanente, P.C., Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Northwest Bank Pension Plan in PA (1,158 participants, $220M in assets).

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.