Profit Sharing · DOL Form 5500 · 2023
Northwestern Mutual Life Ins.Co. Profit Sharing Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 5,914
- Participants
- 99th
- Percentile by assets
- $221,113
- 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
$1.3B in assets, 5,914 participants
Northwestern Mutual Life Ins.Co.'s The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund reported $1.3B in total assets and 5,914 participants in its 2023 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 127,072 plans)
- #8,692 in Finance & Insurance (8,869 peers)
Coverage in Wisconsin
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund covers 5,914 participants in Wisconsin, 11x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2023 EOY)
- 5,914
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $221,113
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund reported net income rose from -$135M in the plan year 2022 filing to $136M in the plan year 2023 filing.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
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 5,914 participants - 11x that state average ($1.3B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $136M |
| 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
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
- Union Individual Account Retirement Fund $280M · 3,203
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 $1.3B in end-of-year assets across 5,914 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $221,113 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2023 was $136M.
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 | Open filing |
| 2023 | 5,914 | $1.3B | This page |
| 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.
- H-E-B Partner Stock Plan (TX) $1.3B · 96,911
- North Atlantic States Carpenters Annuity Plan (CT) $1.3B · 11,025
- Memorialcare Retirement Plan (CA) $1.3B · 4,728
- Charter Communications, Inc. Retirement Accumulation Plan (NC) $1.3B · 96,058
Frequently Asked Questions
How did The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund assets move in 2023? ▼
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