Northwest Permanente, P.C. 401(k) and pension plans

Northwest Permanente, P.C., Portland, OR. EIN 93-0698548. Annual reports 2009–2024. Also filed as Northwest Permanente, P. C.; Northwest Permanente, P.C., Physicians & Surgeons.

Northwest Permanente, P.C. has 5 active retirement plans on file. The largest is the Northwest Permanente, P.C. Retirement Plan - PS Aspect, with 2,043 participants and $768 million in assets in 2024.

Active plans: 5
Participants: 7,109
Plan assets: $2.8 billion
401(k) recordkeeper: Fidelity
Plans on file: 5
Industry: Health care

All 5 plans

Active plans first

Northwest Permanente, P.C. Retirement Plan - PS Aspect

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 93-0698548
Participants (2024): 2,043
Net assets (2024): $768 million
Last listed recordkeeper: Fidelity2009–2012
Plan administrator: Northwest Permanente, P.C.
Kaiser Permanente Building, 500 Ne Multnomah Street, Suite 100
Portland, OR 97232
(503) 813-3871As filed for 2024
In effect since: January 1, 1994

Earlier sponsor: Northwest Permanente, P. C. (2009–2013).

Earlier plan names: Northwest Permanente, P.C. Retirement Plan -PS Aspect.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,043	$768 million	not listed
2023	1,970	$650 million	not listed
2022	1,936	$526 million	not listed
2021	1,955	$647 million	not listed
2020	1,932	$561 million	not listed
2019	1,814	$465 million	not listed
2018	1,804	$366 million	not listed
2017	1,722	$380 million	not listed
2016	1,639	$315 million	not listed
2015	1,593	$283 million	not listed
2014	1,716	$278 million	not listed
2013	1,488	$251 million	not listed
2012	1,420	$203 million	Fidelity
2011	1,306	$173 million	Fidelity
2010	1,266	$164 million	Fidelity
2009	1,287	$134 million	Fidelity

Northwest Permanente, P.C. Retirement Plan - MPP Aspect

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 93-0698548
Participants (2024): 1,987
Net assets (2024): $1.1 billion
Last listed recordkeeper: Fidelity2009–2012
Plan administrator: Northwest Permanente, P.C.
Kaiser Permanente Building, 500 Ne Multnomah Street, Suite 100
Portland, OR 97232
(503) 813-3871As filed for 2024
In effect since: January 1, 1978

Earlier sponsor: Northwest Permanente, P. C. (2009–2012).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,987	$1.1 billion	not listed
2023	1,998	$966 million	not listed
2022	1,942	$813 million	not listed
2021	1,911	$1.0 billion	not listed
2020	1,892	$875 million	not listed
2019	1,870	$738 million	not listed
2018	1,795	$597 million	not listed
2017	1,669	$628 million	not listed
2016	1,534	$541 million	not listed
2015	1,467	$511 million	not listed
2014	1,364	$517 million	not listed
2012	1,279	$403 million	Fidelity
2011	1,224	$361 million	Fidelity
2010	1,170	$359 million	Fidelity
2009	1,142	$310 million	Fidelity

Northwest Permanente, P.C., Cash Balance Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 93-0698548
Participants (2024): 1,431
Net assets (2024): $177 million
Administered by: Milliman2019–2024
Plan administrator: Retirement Plans Committee
500 Ne Multnomah Street, Suite 100
Portland, OR 97232
(503) 813-3871As filed for 2024
In effect since: January 1, 2014

Year by year, 2014 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,431	$177 million	Milliman
2023	1,368	$143 million	Milliman
2022	1,275	$115 million	Milliman
2021	1,132	$94.6 million	Milliman
2020	1,008	$68.2 million	Milliman
2019	912	$43.4 million	Milliman
2018	779	$24.5 million	not listed
2017	588	$16.9 million	not listed
2016	405	$8.1 million	not listed
2015	253	$3.3 million	not listed
2014	122	$700,000	not listed

Permanente Physicians Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 93-0698548
Participants (2024): 1,329
Net assets (2024): $711 million
Plan administrator: Retirement Plans Committee
500 N.E. Multnomah, Suite 100
Portland, OR 97232
(503) 813-3875As filed for 2024
In effect since: January 1, 1978

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,329	$711 million	not listed
2023	1,357	$678 million	not listed
2022	1,358	$652 million	not listed
2021	1,385	$820 million	not listed
2020	1,448	$759 million	not listed
2019	1,544	$660 million	not listed
2018	1,521	$521 million	not listed
2017	1,520	$528 million	not listed
2016	1,547	$435 million	not listed
2015	1,579	$368 million	not listed
2014	1,653	$370 million	not listed
2013	1,633	$329 million	not listed
2012	1,527	$295 million	not listed
2011	1,409	$255 million	not listed
2010	1,380	$236 million	not listed
2009	1,264	$190 million	not listed

Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - PS

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 93-0698548
Participants (2024): 319
Net assets (2024): $22.4 million
Recordkeeper: Fidelity2024
Plan administrator: Northwest Permanente, P.C.
Kaiser Permanente Building, 500 Ne Multnomah Street, Suite 100
Portland, OR 97232
(503) 813-3871As filed for 2024
In effect since: January 1, 2004

Earlier sponsor: Northwest Permanente, P. C. (2009–2013).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	319	$22.4 million	Fidelity
2023	325	$19.8 million	not listed
2022	339	$14.7 million	not listed
2021	288	$15.9 million	not listed
2020	295	$11.9 million	not listed
2019	255	$7.8 million	not listed
2018	221	$4.8 million	not listed
2017	166	$3.6 million	not listed
2016	123	$2.3 million	not listed
2015	94	$1.7 million	not listed
2014	66	$1.3 million	not listed
2013	38	$686,870	not listed
2012	35	$585,246	not listed
2011	33	$463,472	not listed
2010	33	$376,693	not listed
2009	27	$276,714	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - PS. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((503) 813-3871). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 5 plans

Northwest Permanente, P.C. Retirement Plan - PS Aspect

Northwest Permanente, P.C. Retirement Plan - MPP Aspect

Northwest Permanente, P.C., Cash Balance Plan

Permanente Physicians Retirement Plan

Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - PS

If you had money in one of these plans

What these numbers are

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