Northwest Bank 401(k) match, vesting and fees
What Northwest Bank's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Freed Maxick, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Northwest Bank: employer contribution per participant | $1,931 | |
| Peer median | $2,966 |
| Northwest Bank: average balance | $105,634 | |
| Peer median | $104,792 |
| Northwest Bank: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $291M at the end of plan year 2021 to $259M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,920 | $259M | $4.7M | $1,931 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 3,425 | $249M | $4.5M | $1,527 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 3,486 | $243M | $4M | $1,313 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 3,702 | $291M | $4.2M | $1,296 | 0.09% | Not published | Form 5500 ↗ |
Other Northwest Bank plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Northwest Bank Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Freed Maxick P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Northwest Bank match 401(k) contributions?
The match terms for the Northwest Bank 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $4.7M in employer contributions, about $1,931 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Northwest Bank 401(k) match vested?
The vesting schedule for the Northwest Bank 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Northwest Bank 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Northwest Bank.
I left Northwest Bank. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northwest Bank, (888) 588-3053) or the recordkeeper, Epic Retirement Plan Services. The Northwest Bank old 401(k) page lists the contacts from every plan filing. Find an old Northwest Bank 401(k)
Data from the public Form 5500 annual reports Northwest Bank filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Northwest Bank. Not financial advice. Report a correction · Methodology