Who uses Northwest Plan Services, Inc.?

58 retirement plans list Northwest Plan Services, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Exelon Corporation, Constellation Energy Generation LLC, Tyson Foods, Inc., Sheet Metal Workers Pension Trust and Board of Trustees Northern Cali. Pipe Trades Pension Trust. Most client plans are sponsored in WA, CA and IL.

How many plans does Northwest Plan Services, Inc. serve?

Northwest Plan Services, Inc. serves 58 retirement plans with $29.1B in plan assets and 259,174 participants, based on the latest Form 5500 filings through 2024.

What does Northwest Plan Services, Inc. charge?

Plans reported $7.8M in total Schedule C compensation paid to Northwest Plan Services, Inc.. The median plan paid $40K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Northwest Plan Services, Inc.

Matched across 10 name variants in the filings

Northwest Plan Services, Inc. summary

Northwest Plan Services, Inc. appears on 58 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $29.1B in assets for 259,174 participants. The median client plan holds $61.6M. Most client plans are sponsored in WA, CA and IL. The largest clients by plan assets are Exelon Corporation, Constellation Energy Generation LLC and Tyson Foods, Inc.. Plans reported $7.8M in direct and indirect compensation paid to Northwest Plan Services, Inc.. The median is $40K per plan.

Participants: 259,174
Median plan assets: $61.6M
Median plan participants: 691
Median fees per plan: $40K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Exelon Corporation	IL	$7.1B	26,628
Constellation Energy Generation LLC	PA	$6.9B	21,577
Tyson Foods, Inc.	AR	$4.1B	122,939
Sheet Metal Workers Pension Trust	CA	$1.7B	13,026
Board of Trustees Northern Cali. Pipe Trades Pension Trust	CA	$1.3B	4,416
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension	CA	$1.3B	9,367
Board of Trustees of the U.A. Local No. 393 Defined Benefit Pension	CA	$1.2B	3,854
Baker & McKenzie LLP, plan 001	IL	$867M	2,294
Board of Trustees of the U.A. Local No. 393 Defined Contribution Plan	CA	$864M	3,326
Proliance Surgeons, Inc., P.S.	WA	$549M	3,000
Board of Trustees, Southern California Sheet Metal	CA	$548M	7,069
U.A. Local No. 343 Pension Trust, plan 001	CA	$180M	575
Plastic Ingenuity, Inc.	WI	$178M	1,221
Washington State Employees Credit Union	WA	$170M	1,221
The Odom Corporation	WA	$138M	2,801
Baker & McKenzie LLP, plan 002	IL	$131M	987
Heritage Financial Corporation	WA	$126M	1,030
Southern NV & CA Glaziers Fabricators Painters & Floorcoverers Pension	NV	$121M	9,004
Western Washington Medical Group, Inc., P.S.	WA	$119M	527
Keller Rohrback LLP	WA	$103M	242
Board of Trustees Cement Masons and Plasterers Joint Pension Plan	NV	$95.3M	2,001
Zidell Marine Corporation	OR	$82.5M	210
Old Harbor Native Corporation	AK	$77.3M	2,941
Board of Trustees of U.A. Local 343 Pension Trust Fund, plan 002	CA	$76.4M	1,348
Norpac Resources, LLC	WA	$74.8M	594

Exelon Corporation$7.1B
ILParticipants 26,628
Constellation Energy Generation LLC$6.9B
PAParticipants 21,577
Tyson Foods, Inc.$4.1B
ARParticipants 122,939
Sheet Metal Workers Pension Trust$1.7B
CAParticipants 13,026
Board of Trustees Northern Cali. Pipe Trades Pension Trust$1.3B
CAParticipants 4,416
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension$1.3B
CAParticipants 9,367
Board of Trustees of the U.A. Local No. 393 Defined Benefit Pension$1.2B
CAParticipants 3,854
Baker & McKenzie LLP, plan 001$867M
ILParticipants 2,294
Board of Trustees of the U.A. Local No. 393 Defined Contribution Plan$864M
CAParticipants 3,326
Proliance Surgeons, Inc., P.S.$549M
WAParticipants 3,000
Board of Trustees, Southern California Sheet Metal$548M
CAParticipants 7,069
U.A. Local No. 343 Pension Trust, plan 001$180M
CAParticipants 575
Plastic Ingenuity, Inc.$178M
WIParticipants 1,221
Washington State Employees Credit Union$170M
WAParticipants 1,221
The Odom Corporation$138M
WAParticipants 2,801
Baker & McKenzie LLP, plan 002$131M
ILParticipants 987
Heritage Financial Corporation$126M
WAParticipants 1,030
Southern NV & CA Glaziers Fabricators Painters & Floorcoverers Pension$121M
NVParticipants 9,004
Western Washington Medical Group, Inc., P.S.$119M
WAParticipants 527
Keller Rohrback LLP$103M
WAParticipants 242
Board of Trustees Cement Masons and Plasterers Joint Pension Plan$95.3M
NVParticipants 2,001
Zidell Marine Corporation$82.5M
ORParticipants 210
Old Harbor Native Corporation$77.3M
AKParticipants 2,941
Board of Trustees of U.A. Local 343 Pension Trust Fund, plan 002$76.4M
CAParticipants 1,348
Norpac Resources, LLC$74.8M
WAParticipants 594

Top client states

WA25 plans
CA15 plans
IL6 plans
OR3 plans
AK2 plans

Frequently asked questions

Who uses Northwest Plan Services, Inc.?: 58 retirement plans list Northwest Plan Services, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Exelon Corporation, Constellation Energy Generation LLC, Tyson Foods, Inc., Sheet Metal Workers Pension Trust and Board of Trustees Northern Cali. Pipe Trades Pension Trust. Most client plans are sponsored in WA, CA and IL.
How many plans does Northwest Plan Services, Inc. serve?: Northwest Plan Services, Inc. serves 58 retirement plans with $29.1B in plan assets and 259,174 participants, based on the latest Form 5500 filings through 2024.
What does Northwest Plan Services, Inc. charge?: Plans reported $7.8M in total Schedule C compensation paid to Northwest Plan Services, Inc.. The median plan paid $40K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served58-10 YoYRank #288 of mapped providers

Assets under administration$29.1B0.0%Rank #501 by share of filed assets

Fees received$8MMedian $40,303/planSum across Schedule C direct + indirect

Net wins YoY-15 won - 6 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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Customer-base shape
Median fees per service
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Plans won and lost
Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Northwest Plan Services as recordkeeper and list their funds in their filing.

Plans

213

$19.2B in funds

In collective trusts

average plan

In Northwest Plan Services funds

average plan

In index funds

39%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	172
Capital Group	129
Fidelity (FMR)	105
JPMorgan	66
T. Rowe Price	62

Target-date series

Series	Plans
American Funds Target Date	67
Vanguard Target Retirement	58
T. Rowe Price Retirement	20
Schwab Indexed Retirement	4
Fidelity Freedom Index	4

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.