Profit Sharing · DOL Form 5500 · 2023
Northwestern Mutual Life Ins.Co. Profit Sharing Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 5,914
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $221,113
- 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
$1.3B 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.
- #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.
- #8,692
- in Finance & Insurance (8,869 peers)
- +11.6%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$1,307,660,616 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund's large-plan peer group by participant headcount
Plan-year 2023 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 (5,914 participants).
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.
DOL schedule card
Filing strip 390509570 · Northwestern Mutual Life Ins.Co. PY 2023 · Profit Sharing
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund · $1.3B · 5,914 · 99th
- RANK $1.3B
- RANK 5,914
- RANK 99th
- RANK Profit Sharing
- RANK near H-E-B Partner Stock Plan
- RANK ind #8692
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) | $1.2B |
|---|---|
| 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.)
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.
- 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)
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 H-E-B Partner Stock Plan in TX ($1.3B); by covered participants it is Plumbers' Retirement Savings Fund, Local 130, U.a. in IL (5,807 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,914 participants); asset peers above are excluded.
- Plumbers' Retirement Savings Fund, Local 130, U.a. (IL) 5,807 · 107 off
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO (NY) 5,807 · 107 off
- Pipe Trades Services Mn Pension Supplement Fund (MN) 6,062 · 148 off
- West Virginia Laborers Profit Sharing Plan (WV) 5,751 · 163 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.