Profit Sharing · DOL Form 5500 · 2024
Northwestern Mutual Life Ins.Co. Profit Sharing Plan
Data updated 2026-07-24
- $1.4B
- Total assets
- 5,999
- Participants
- 99th
- Percentile by assets
- $237,267
- 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
$1.4B in assets, 5,999 participants
Northwestern Mutual Life Ins.Co.'s The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund reported $1.4B in total assets and 5,999 participants in its 2024 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 116,472 plans)
Coverage in Wisconsin
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund covers 5,999 participants in Wisconsin, 11x the typical Wisconsin plan (state average ~565 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2024 EOY)
- 5,999
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $237,267
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund reported net income fell from $136M in the plan year 2023 filing to $116M in the plan year 2024 filing.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund reported participants rose from 5,914 in the plan year 2023 filing to 5,999 in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund reports 5,999 participants - 11x that state average ($1.4B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $116M |
| 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 $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
- Union Individual Account Retirement Fund $309M · 3,507
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.
- Disney Retirement Savings Plan (CA) $1.4B · 36,338
- Memorialcare Retirement Plan (CA) $1.4B · 4,491
- Charter Communications, Inc. Retirement Accumulation Plan (NC) $1.5B · 96,794
- North Atlantic States Carpenters Annuity Plan (CT) $1.3B · 10,631
Frequently Asked Questions
How did The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund assets move in 2024? ▼
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
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390509570.
Read our methodology - how this data is sourced, computed, and verified.