Profit Sharing · DOL Form 5500 · 2022
Northwestern Mutual Life Ins.Co. Profit Sharing Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 5,909
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $198,312
- Avg per participant Above avg balance/head
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.
- #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.
- #9,089
- in Finance & Insurance (9,261 peers)
- -10.4%
- assets change YoY
- 12×
- vs typical plan assets (national mean)
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.
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund's outsized position 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
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund lands in the large band (5,909 participants).
Form 5500 schedule snapshot
Filing strip 390509570 · Northwestern Mutual Life Ins.Co. PY 2022 · Profit Sharing
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund · $1.2B · 5,909 · 99th
- VS-ST $1.2B
- BOY 5,909
- SCH 99th
- EBSA Profit Sharing
- PART near Boilermakers National Annuity Trust
- TYPE ind #9089
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Wisconsin →
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Northwestern Mutual Life Ins.Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9.6B 12.691710490574781% vs 2022
- 2024 filing year
| 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.
- 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)
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Boilermakers National Annuity Trust in MO ($1.2B); by covered participants it is Luminis Health Retirement Plan (Employer Contributions) in MD (5,916 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,909 participants); asset peers above are excluded.
- Luminis Health Retirement Plan (Employer Contributions) (MD) 5,916 · 7 off
- Pih Health, Inc. 401(a) Plan (CA) 5,919 · 10 off
- West Virginia Laborers Profit Sharing Plan (WV) 5,881 · 28 off
- Ballad Health 401(a) Plan (TN) 5,937 · 28 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.