Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NORTHWEST RETIREMENT PLANS INC
EIN 93-0839718accountingLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
36
3235 HILLCREST PARK DRIVE STE 100 - MEDFORD, OR 97504541-776-4080nwretirement.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 36 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST
401k
Assets$2.7M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
NORTHWEST RETIREMENT PLANS INC CASH BALANCE PLAN
CashBalance
Assets$245K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST | 401k | $2.7M | 18 | 2025 | |
| 004 | NORTHWEST RETIREMENT PLANS INC CASH BALANCE PLAN | CashBalance | $245K | 18 | 2025 |
Retirement plans