Other · DOL Form 5500 · 2024
New Directions Northwest, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $39,479
- Avg per participant Low balance/head
Official DOL plan name: New Directions Northwest, Inc. 403b Profit Sharing Plan · Sponsored by New Directions Northwest, Inc. · Oregon · Healthcare & Social Assistance
$5M in assets, 134 participants
New Directions Northwest, Inc.'s New Directions Northwest, Inc. 403b Profit Sharing Plan reported $5M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,836 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
New Directions Northwest, Inc. 403b Profit Sharing Plan covers 134 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $5M.
- #7,836
- in Healthcare & Social Assistance (16,916 peers)
- +24.6%
- assets growth YoY
New Directions Northwest, Inc. 403b Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
New Directions Northwest, Inc. 403b Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,290,252 43rd percentile higher than 43% 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
New Directions Northwest, Inc. 403b Profit Sharing 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. New Directions Northwest, Inc. 403b Profit Sharing Plan sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Directions Northwest, Inc. 403b Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- New Directions Northwest, Inc. 403b Profit Sharing Plan reported participants rose from 112 in the plan year 2023 filing to 134 in the plan year 2024 filing.
- New Directions Northwest, Inc. 403b Profit Sharing Plan reported net income rose from $958K in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 930569254 · New Directions Northwest, Inc. PY 2024 · Other
New Directions Northwest, Inc. 403b Profit Sharing Plan · $5M · 134 · 43rd
- TYPE $5M
- TYPE 134
- TYPE 43rd
- TYPE Other
- TYPE near Hardin County General Hospital Tax Deferred Annuity Plan
- TYPE ind #7836
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 →
New Directions Northwest, Inc. 403b Profit Sharing Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 930569254 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Directions Northwest, Inc.)
Sponsor-wide plan assets over time
All New Directions Northwest, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 60.96912795705828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 219 | $3M |
| 2023 | 1 | 112 | $4M |
| 2024 | 1 | 134 | $5M |
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
New Directions Northwest, Inc. 403b Profit Sharing Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Hardin County General Hospital Tax Deferred Annuity Plan in IL ($5M); by covered participants it is Child Care Aware of America 403(b) Retirement Plan in VA (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Child Care Aware of America 403(b) Retirement Plan (VA) 134 · 0 off
- Baton Rouge Christian Education Foundation, Inc. Dba the Dunham School Defined Contribution Retirement Plan (LA) 134 · 0 off
- 403(b) Thrift Plan of Nashville Rescue Mission Ministries, LLC (TN) 134 · 0 off
- 403(b) Thrift Plan of Oakland Family Services (MI) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.