Northwest Plan Services
recordkeeper10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served65-3 YoYRank #302 of mapped providers
Assets under administration$23.2B0.0%Market share · rank #604
Fees received$8MMedian $37,252/planSum across Schedule C direct + indirect
Net wins YoY-25 won · 7 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Northwest Plan Services plan look like?
Service mix · median fees per plan
Count of plans where Northwest Plan Services ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sub-transfer agency fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processing; Recordkeeping feesCode 15 | 46 | $36,307 | |
Consulting (pension); Direct payment from the plan; ActuarialCode 11 | 6 | $91,100 | |
Recordkeeping feesCode 64 | 5 | $26,892 | |
Sub-transfer agency fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the planCode 13 | 3 | $29,891 | |
Plan Administrator; Recordkeeping fees; Shareholder servicing fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Direct payment from the plan; Sub-transfer agency feesCode 14 | 3 | $181,057 | |
Consulting (general); Direct payment from the planCode 16 | 2 | $767,492 |
Competitor overlap
Percent of Northwest Plan Services's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Northwest Plan Services.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES, LOCAL UNION 598 SUPPLEMENTAL PENSION PLANOR · 931069859-001 | NWPS Inc. | $143M |
SOUTHERN NV & CA GLAZIERS FABRICATORS PAINTERS & FLOORCOVERERS PENSIONV · 306003012-001 | BMO Harris Bank N.A. | $109M |
SLOCUM ORTHOPEDICS, P.C.OR · 930603212-001 | RVK, Inc. | $74M |
SAMSON TUG AND BARGE, INC.AK · 920024676-003 | (new plan) | $8M |
CHILDHAVENWA · 910402430-002 | Trautmann Maher & Associates | $2,238 |
Plans lost in 2024
Appeared last year under Northwest Plan Services; not this year.
| Sponsor | To | Assets |
|---|---|---|
TYSON FOODS, INC.AR · 710225165-004 | Parnassus Investments | $3.5B |
GENSCO, INC.WA · 910539873-001 | NWPS Inc. | $131M |
WUNDERLICH-MALEC ENGINEERING, INC.MN · 411412464-001 | Stiles Financial Services | $108M |
SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNIONOR · 930323147-002 | NWPS Inc. | $29M |
GREEN VALLEY CORPORATIONCA · 941512090-001 | NWPS Inc. | $28M |
ORCA BAY FOODS, LLCWA · 820909343-001 | (new plan) | $19M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EXELON CORPORATIONIL · 232990190-003 | $6.3B | 26,632 | $2M | 9y | - |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-006 | $6.0B | 20,615 | $2M | 3y | - |
SHEET METAL WORKERS PENSION TRUSTCA · 516115939-001 | $1.6B | 12,741 | $276,779 | 5y | - |
BOARD OF TRUSTEES OF SMART, SHEET METAL WORKERS LOCAL 104 SUP PENSIONCA · 946560138-001 | $1.3B | 9,367 | $232,275 | 5y | 1 |
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUSTCA · 943190386-001 | $1.1B | 4,420 | $131,100 | 2y | - |
BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED BENEFIT PENSIONCA · 946359772-002 | $1.0B | 3,823 | $143,745 | 3y | - |
BAKER & MCKENZIE LLPIL · 362137456-001 | $867M | 2,294 | $197,259 | 10y | - |
BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED CONTRIBUTION PLANCA · 946075617-003 | $772M | 3,349 | $264,219 | 3y | 1 |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA SHEET METALCA · 330319259-001 | $548M | 7,069 | $653,791 | 3y | - |
PROLIANCE SURGEONS, INC., P.S.WA · 911606533-001 | $517M | 3,067 | $186,115 | 7y | - |
Flag exposure
75.4%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into Northwest Plan Services.
- FRAGRANCE RESOURCES INC.
- FRAGRANCE RESOURCES, INC.
- NORTHWEST PENSION SERVICES
- NORTHWEST PLAN SERVICE, INC
- NORTHWEST PLAN SERVICES
- NORTHWEST PLAN SERVICES (NWPS)
- NORTHWEST PLAN SERVICES INC
- NORTHWEST PLAN SERVICES, INC
- NORTHWEST PLAN SERVICES, INC.
- NORTHWESTERN PLAN SERVICES
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Northwest Plan Services's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 5 | 7.69% | 7.76% | -0.07 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 12 | 18.46% | 1.71% | +16.75 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 10.77% | 1.76% | +9.01 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Northwest Plan Services. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Northwest Plan Services's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| RBC Wealth Management | 10 | 15.4% |
| Marsh McLennan | 5 | 7.7% |
| Pacific Portfolio Consulting | 5 | 7.7% |
| Washington Capital Management | 5 | 7.7% |
| Russell Investments | 4 | 6.2% |
| SageView | 4 | 6.2% |
| Verus Advisors, Inc. | 4 | 6.2% |
| Duncan & Haley Ltd | 3 | 4.6% |
| Aristotle Capital Management | 2 | 3.1% |
| Columbia Investment Management | 2 | 3.1% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).