Defined Benefit (Pension) · DOL Form 5500 · 2022
Northwestern Corporation Pension Plan
Data updated 2026-08-06
- $395M
- Total assets
- 451
- Participants
- 97th
- Percentile by assets
- $876,605
- Avg per participant
Official DOL plan name: Northwestern Energy Pension Plan · Sponsored by Northwestern Corporation · Montana · Utilities
$395M in assets, 451 participants
Northwestern Corporation's Northwestern Energy Pension Plan reported $395M in total assets and 451 participants in its 2022 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 97th percentile by assets (of 139,258 plans)
- #600 in Utilities (739 peers)
Where Northwestern Energy Pension Plan sits by assets
Northwestern Energy Pension Plan sits in the top 5% of all filed plans by assets, $395M for 451 participants (~$876,605/participant), down 27.4% in 2022.
- $395M
- total plan assets (2022 EOY)
- 451
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $876,605
- avg assets per participant
The plan reported a net loss of $149M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northwestern Energy Pension Plan vs the 2022 asset distribution
By assets, Northwestern Energy Pension Plan outranks 97% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.0x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $545M |
|---|---|
| Net Assets (End of Year) | $395M |
| Net Income | -$149M |
| Employer EIN | 460172280 |
| Plan Effective Date | 1948-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwestern Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,084 | $855M |
| 2023 | 3 | 2,047 | $869M |
| 2024 | 3 | 2,037 | $911M |
Nearby Defined Benefit (Pension) Plans in Montana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Northwestern Energy Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
- Northwestern Corporation Pension Plan $54M · 139
- St. Peter's Health Cashplus Retirement Plan $49M · 310
- Retirement Plan for Employees of Northern Montana Hospital $32M · 120
- Pension Plan for Employees of Advanced Silicon Materials, LLC $27M · 87
- American Chemet Corporation Retirement Income Plan $16M · 58
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Northwestern Energy Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Northwestern Energy Pension Plan assets move in 2022? ▼
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Next read for Northwestern Energy Pension Plan
Scale reading
Ways to act on Northwestern Energy Pension Plan's numbers.
- By total assets, Northwestern Energy Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Montana. Compare plans
- Northwestern Corporation's sponsor-wide assets have grown 6.6% since 2022 across 3 plan years on file. More Utilities plans