Find an old Northwest Permanente 401(k)
Northwest Permanente, P.C. Retirement Plan - Ps Aspect
Northwest Permanente, P.C. · Plan 003 · EIN 93-0698548 · Portland, OR
| Plan administrator | Northwest Permanente, P.C. Kaiser Permanente Building, 500 NE Multnomah Street, Suite 100, Portland, or 97232-2099 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 430 separated participants still had money in the plan | Form 5500 ↗ |
Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Ps
Northwest Permanente, P.C. · Plan 005 · EIN 93-0698548 · Portland, OR
| Plan administrator | Northwest Permanente, P.C. Kaiser Permanente Building, 500 NE Multnomah Street, Suite 100, Portland, or 97232-2099 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 64 separated participants still had money in the plan | Form 5500 ↗ |
Northwest Permanente, P.C. Retirement Plan - Mpp Aspect
Northwest Permanente, P.C. · Plan 002 · EIN 93-0698548 · Portland, OR
| Plan administrator | Northwest Permanente, P.C. Kaiser Permanente Building, 500 NE Multnomah Street, Suite 100, Portland, or 97232-2099 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 397 separated participants still had money in the plan | Form 5500 ↗ |
Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect
Northwest Permanente, P.C. · Plan 004 · EIN 93-0698548 · Portland, OR
| Plan administrator | Northwest Permanente, P.C. Kaiser Permanente Building, 500 NE Multnomah Street, Suite 100, Portland, or 97232-2099 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 75 separated participants still had money in the plan | Form 5500 ↗ |
Northwest Permanente, P.C., Cash Balance Plan
Northwest Permanente, P.C. · Plan 006 · EIN 93-0698548 · Portland, OR
| Plan administrator | Retirement Plans Committee 500 NE Multnomah Street, Suite 100, Portland, or 97232 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Milliman, Inc. | Schedule C ↗ |
| Former employees with balances | 224 separated participants still had money in the plan | Form 5500 ↗ |
Permanente Physicians Retirement Plan
Northwest Permanente, P.C., Physicians & Surgeons · Plan 001 · EIN 93-0698548 · Portland, OR
| Plan administrator | Retirement Plans Committee 500 N.E. Multnomah, Suite 100, Portland, or 97232-2099 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 303 separated participants still had money in the plan | Form 5500 ↗ |
Northwest Permanente 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Northwest Permanente 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Northwest Permanente, P.C., (503) 813-3871. Have your Social Security number and dates of employment ready.
What is the Northwest Permanente 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (503) 813-3871.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Northwest Permanente and does not hold accounts. Not financial advice. Report a correction