Defined Benefit (Pension) · DOL Form 5500 · 2024
Northwestern Corporation Pension Plan
Data updated 2026-08-11
- $53M
- Total assets
- 117
- Participants
- 85th
- Percentile by assets
- $449,442
- Avg per participant
Official DOL plan name: Northwestern Energy Sd/Ne Pension Plan · Sponsored by Northwestern Corporation · Montana · Utilities
$53M in assets, 117 participants
Northwestern Corporation's Northwestern Energy Sd/Ne Pension Plan reported $53M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 123,622 plans)
- #381 in Utilities (732 peers)
Coverage in Montana
Northwestern Energy Sd/Ne Pension Plan covers 117 participants in Montana, about 43% of the average Montana filer (state average ~271 per filing). Assets: $53M.
- $53M
- total plan assets (2024 EOY)
- 117
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $449,442
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Northwestern Energy Sd/Ne Pension Plan sits by total assets
Northwestern Energy Sd/Ne Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,584,691 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northwestern Energy Sd/Ne Pension Plan reported net income fell from $2M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Northwestern Energy Sd/Ne Pension Plan reported participants fell from 131 in the plan year 2023 filing to 117 in the plan year 2024 filing.
- Northwestern Energy Sd/Ne Pension Plan end-of-year assets fell from $56M in the plan year 2023 filing to $53M in the plan year 2024 filing.
Participants vs Montana filers
In Montana, the average filing covers about 271 participants across 404 plans. Northwestern Energy Sd/Ne Pension Plan reports 117 participants - about 43% of that state average ($53M EOY assets).
Montana filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | -$3M |
| Employer EIN | 460172280 |
| Plan Effective Date | 1940-10-01 |
| 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 Sd/Ne Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
- Northwestern Energy Mt Pension Plan $346M · 349
- St. Peter's Health Cashplus Retirement Plan $61M · 206
- Retirement Plan for Employees of Northern Montana Hospital $32M · 102
- Pension Plan for Employees of Advanced Silicon Materials, LLC $28M · 60
- American Chemet Corporation Retirement Income Plan $16M · 48
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Northwestern Energy Sd/Ne Pension Plan by total assets, not by location.
- Velocity Credit Union Pension Plan (TX) $53M · 87
- Ufcw-Giant Variable Annuity Fund (MD) $53M · 9,542
- The Legal Aid Society Retirement Plan (NY) $53M · 67
- Nysa-Ppgu Pension Fund & Plan (NJ) $53M · 198
Frequently Asked Questions
How did Northwestern Energy Sd/Ne Pension Plan assets move in 2024? ▼
How have Northwestern Corporation plan assets changed over time? ▼
Where does Northwestern Energy Sd/Ne Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Northwestern Energy Sd/Ne Pension Plan? ▼
Next read for Northwestern Energy Sd/Ne Pension Plan
Filing takeaways
Ways to act on Northwestern Energy Sd/Ne Pension Plan's numbers.
- By total assets, Northwestern Energy Sd/Ne Pension Plan ranks in the top quartile 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