Northwest Permanente 401(k) match, vesting and fees
What Northwest Permanente'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.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Northwest Permanente: employer contribution per participant | $2,677 | |
| Peer median | $1,358 |
| Northwest Permanente: average balance | $385,593 | |
| Peer median | $44,442 |
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 $647M at the end of plan year 2021 to $768M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,043 | $768M | $5.3M | $2,677 | — | Not published | Form 5500 ↗ |
| 2023 | 1,970 | $650M | $5.2M | $2,674 | — | Not published | Form 5500 ↗ |
| 2022 | 1,936 | $526M | $5.2M | $2,709 | — | Not published | Form 5500 ↗ |
| 2021 | 1,955 | $647M | $5M | $2,624 | — | Not published | Form 5500 ↗ |
Other Northwest Permanente plans (5)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Ps
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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Northwest Permanente, P.C. Retirement Plan - Mpp Aspect
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 | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect
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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Northwest Permanente, P.C., Cash Balance 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.
| Recordkeeper | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Permanente Physicians Retirement 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 | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Northwest Permanente match 401(k) contributions?
The match terms for the Northwest Permanente, P.C. Retirement Plan - Ps Aspect have not been published from its filing yet. The plan year 2024 filing reports $5.3M in employer contributions, about $2,677 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Northwest Permanente 401(k) match vested?
The vesting schedule for the Northwest Permanente, P.C. Retirement Plan - Ps Aspect is not in the data published so far. Your Summary Plan Description states it.
Who manages the Northwest Permanente 401(k)?
The filing names Northwest Permanente, P.C. as plan administrator; it does not list a recordkeeper.
I left Northwest Permanente. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northwest Permanente, P.C., (503) 813-3871). The Northwest Permanente old 401(k) page lists the contacts from every plan filing. Find an old Northwest Permanente 401(k)
Data from the public Form 5500 annual reports Northwest Permanente 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 Permanente. Not financial advice. Report a correction · Methodology