How big is Northwest Bank's plan?

Northwest Bank's plan reported $259.4M in assets and 2,032 participants for 2024.

Original filing (PDF)20250715144549NAL0004977602001

Northwest Bank

Name: Northwest Bank — Northwest Bank 401(k) Plan, Form 5500 (2024)
Creator: Northwest Bank
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Northwest Bank 401(k) Plan

401(k) retirement plan · Northwest Bank's Northwest Bank 401(k) Plan held $259.4M in plan assets for 2,032 participants in 2024, with EPIC Retirement Plan Services as recordkeeper.

Signals · 2

22% employer stockCorrective distributions issued

Active participants

2,032

Accounts w/ balance

2,456

Plan assets (EOY)

$259.4M

Net assets (EOY)

$259.4M

People on this filing

Cathy Fyffe signed Northwest Bank's 2024 Form 5500 as plan administrator.

Cathy Fyffe — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Northwest Bank's EIN is 23-2790930.

EIN 23-2790930

Plan number 002

Plan year 2024

ACK ID 20250715144549NAL0004977602001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northwest Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northwest Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), an ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHWEST BANK.

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How this plan invests

This plan

1 pooled trust

Schedule D

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
20% of assets in employer securities.

Plan sponsor

Name

NORTHWEST BANK

EIN

all filings

Address

100 LIBERTY STREET · PO BOX 128 · WARREN, PA · 16365

Phone

(888) 588-3053

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2O · ESOP (non-leveraged)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EPIC RETIREMENT PLAN SERVICES	16-1450952	—	NONE	$121K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWEST BANK	23-2790930	—	NONE	$133K	—

Investments

25 direct securities · 1 pooled fund· $369.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$161.1M

18 holdings

Common Collective Trust

$114.8M

1 holding

Common Stocks

$56.7M

2 holdings

Common Collective Trusts

$22.6M

2 holdings

Cash / Money Market

$10.6M

1 holding

Mutual Funds

$3.6M

2 holdings

					% of plan
AMERICAN CENTURY RETIREMENT DATE TR GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$114.8M	44.2%
Northwest Bancshares, Inc. Northwest Bancshares, Inc. common stock N/R	Common Stocks	—	—	$52.1M	20.1%
American Century American Century Retirement Date 2030 Trust Class III N/R	Other securities	—	—	$23.9M	9.2%
American Century American Century Retirement Date 2035 Trust Class III N/R	Other securities	—	—	$20.6M	7.9%
American Century American Century In Retirement Trust Class III N/R	Other securities	—	—	$19.9M	7.7%
T. Rowe Price T. Rowe Price Blue Chip Growth Fund N/R	Other securities	—	—	$19.7M	7.6%
The Vanguard Group Vanguard 500 Index Fund Admiral Shares N/R	Common Collective Trusts	—	—	$15.5M	6.0%
American Century American Century Retirement Date 2040 Trust Class III N/R	Other securities	—	—	$12.9M	5.0%
American Century American Century Retirement Date 2045 Trust Class III N/R	Other securities	—	—	$11.9M	4.6%
Federated Investors, Inc. Federated Hermes Prime Cash Obligation Fund Wealth N/R	Cash / Money Market	—	—	$10.6M	4.1%
American Century American Century Retirement Date 2050 Trust Class III N/R	Other securities	—	—	$9.8M	3.8%
T. Rowe Price T. Rowe Price Mid-Cap Growth Fund N/R	Other securities	—	—	$8.1M	3.1%
The Vanguard Group Vanguard Total Stock Market Index Fund Admiral Shares N/R	Common Collective Trusts	—	—	$7.1M	2.7%
American Century American Century Retirement Date 2025 Trust Class III N/R	Other securities	—	—	$6.6M	2.5%
American Century American Century Retirement Date 2055 Trust Class III N/R	Other securities	—	—	$5.8M	2.2%
T. Rowe Price T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund N/R	Other securities	—	—	$5.0M	1.9%
Federated Investors, Inc. Federated Hermes Total Return Bond Fund Institutional Shares N/R	Common Stocks	—	—	$4.6M	1.8%
Diamond Hill Diamond Hill Large Cap Fund Class Y N/R	Other securities	—	—	$3.9M	1.5%
Victory Capital Victory Sycamore Established Fund Class R6 N/R	Other securities	—	—	$3.9M	1.5%
American Century American Century Retirement Date 2060 Trust Class III N/R	Other securities	—	—	$2.6M	1.0%
The Vanguard Group Vanguard Short Term Investment-Grade Fund Admiral Shares N/R	Mutual Funds	—	—	$2.2M	0.8%
JPMorgan Emerging Markets Equity Fund Class L N/R	Other securities	—	—	$2.1M	0.8%
JPMorgan Undiscovered Managers Behavioral Value Fund Class L N/R	Other securities	—	—	$1.9M	0.7%
Harding International Harding Loevner International Equity Portfolio International Class N/R	Other securities	—	—	$1.7M	0.7%
Dimensional Fund Advisors DFA International Core Equity Portfolio International Class N/R	Mutual Funds	—	—	$1.5M	0.6%
American Century American Century Retirement Date 2065 Trust Class III N/R	Other securities	—	—	$790K	0.3%