Other · DOL Form 5500 · 2024
National University of Natural Medicine Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $88,382
- Avg per participant Below avg balance/head
Official DOL plan name: National University of Natural Medicine Retirement Plan · Sponsored by National University of Natural Medicine · Oregon · Educational Services
$14M in assets, 162 participants
National University of Natural Medicine's National University of Natural Medicine Retirement Plan reported $14M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #1,682 in Educational Services (3,638 peers)
Coverage in Oregon
National University of Natural Medicine Retirement Plan covers 162 participants in Oregon, about 37% of the average Oregon filer (state average ~443 per filing). Assets: $14M.
- #1,682
- in Educational Services (3,638 peers)
- +1.1%
- assets growth YoY
National University of Natural Medicine Retirement Plan's mid-pack asset rank among Educational Services and all filers
National University of Natural Medicine Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,317,809 Top 37% higher than 63% 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
National University of Natural Medicine Retirement 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. National University of Natural Medicine Retirement Plan sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- National University of Natural Medicine Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $157K in the plan year 2024 filing.
- National University of Natural Medicine Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 930461940 · National University of Natural Medicine PY 2024 · Other
National University of Natural Medicine Retirement Plan · $14M · 162 · 63rd
- PART $14M
- PART 162
- PART 63rd
- PART Other
- PART near Nyu Langone Florida 403(b) Plan
- PART ind #1682
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 Educational Services retirement plans → · Plans in Oregon →
National University of Natural Medicine Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $157K |
| Employer EIN | 930461940 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National University of Natural Medicine)
Sponsor-wide plan assets over time
All National University of Natural Medicine plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 14.642807385023374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $12M |
| 2023 | 1 | 163 | $14M |
| 2024 | 1 | 162 | $14M |
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
National University of Natural Medicine Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Nyu Langone Florida 403(b) Plan in NY ($14M); by covered participants it is The Boston Architectural College 403(b) Retirement Plan in MA (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Nyu Langone Florida 403(b) Plan (NY) $14M · 1,263
- St. David's Center 403(b) Plan (MN) $14M · 501
- Creoks Mental Health Services 403(b) Plan (OK) $14M · 811
- Sholom Community Alliance 403b Plan (MN) $14M · 475
Similar participant headcount
Nearest other-state filings by covered participants (162 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.