Profit Sharing · DOL Form 5500 · 2022
Northwestern Mutual Life Ins.Co. Profit Sharing Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 5,909
- Participants
- 99th
- Percentile by assets
- $198,312
- Avg per participant
Official DOL plan name: The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund · Sponsored by Northwestern Mutual Life Ins.Co. · Wisconsin · Finance & Insurance
$1.2B in assets, 5,909 participants
Northwestern Mutual Life Ins.Co.'s The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund reported $1.2B in total assets and 5,909 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #9,089 in Finance & Insurance (9,261 peers)
Coverage in Wisconsin
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund covers 5,909 participants in Wisconsin, 10x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2022 EOY)
- 5,909
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $198,312
- avg assets per participant
The plan reported a net loss of $135M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund sits by total assets
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,171,824,153 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund reports 5,909 participants - 10x that state average ($1.2B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$135M |
| Employer EIN | 390509570 |
| Plan Effective Date | 1967-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwestern Mutual Life Ins.Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 27,987 | $8.6B |
| 2023 | 4 | 29,929 | $9.3B |
| 2024 | 4 | 30,138 | $9.6B |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
- Clarios Retirement Savings and Investment Plan $231M · 4,847
Scale composition for The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund reports $1.2B in end-of-year assets across 5,909 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $198,312 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2022 was -$135M.
This plan identity (EIN 390509570, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.4B (+21.5%) while covered participants moved from 5,909 to 5,999 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,909 | $1.2B | This page |
| 2023 | 5,914 | $1.3B | Open filing |
| 2024 · index core | 5,999 | $1.4B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- The Northwestern Mutual Employee Retirement Plan (Defined Benefit (Pension), $3.3B, 8,254 participants)
- The Northwestern Mutual Employee Savings Plan (401(k), $2.9B, 8,232 participants)
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan (Defined Benefit (Pension), $2.1B, 7,653 participants)
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (Profit Sharing, $1.4B, 5,999 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund by total assets, not by location.
- Boilermakers National Annuity Trust (MO) $1.2B · 18,584
- Memorialcare Retirement Plan (CA) $1.2B · 5,104
- Cleveland Clinic Investment Pension Plan (OH) $1.2B · 46,417
- Wakemed Retirement Savings Plan (NC) $1.1B · 11,689
Frequently Asked Questions
How did The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund assets move in 2022? ▼
How have Northwestern Mutual Life Ins.Co. plan assets changed over time? ▼
Where does The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund? ▼
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Filing takeaways
Ways to act on The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund's numbers.
- By total assets, The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Northwestern Mutual Life Ins.Co.'s sponsor-wide assets have grown 12.7% since 2022 across 3 plan years on file. More Finance & Insurance plans