Northwestern 401(k) and pension plans

Northwestern Corporation, Butte, MT. EIN 46-0172280. Annual reports 2009–2024. Also filed as Northwestern Energy.

Northwestern Corporation has 3 active retirement plans on file. The largest is the Northwestern Energy 401(k) Retirement Savings Plan, with 2,038 participants and $513 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans
3
Participants
3,424
Plan assets
$911 million
401(k) recordkeeper
Fidelity
Plans on file
3
Industry
Utilities

All 3 plans

Active plans first

Northwestern Energy 401(k) Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
103Employer EIN 46-0172280
Participants (2024)
2,038
Net assets (2024)
$513 million
Recordkeeper
Fidelity2009–2024
Plan administrator
Employee Benefits Administration Committee
3010 West 69TH Street
Sioux Falls, SD 57108
(605) 978-2826As filed for 2024
In effect since
January 1, 1984
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,038$513 millionFidelity
20232,009$463 millionFidelity
20221,942$405 millionFidelity
20211,882$493 millionFidelity
20201,863$457 millionFidelity
20191,853$413 millionFidelity
20181,842$356 millionFidelity
20171,851$396 millionFidelity
20161,829$344 millionFidelity
20151,853$321 millionFidelity
20141,868$330 millionFidelity
20131,978$312 millionFidelity
20121,665$253 millionFidelity
20111,654$219 millionFidelity
20101,612$221 millionFidelity
20091,593$193 millionFidelity

Northwestern Energy MT Pension Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
101Employer EIN 46-0172280
Participants (2024)
1,028
Net assets (2024)
$346 million
Plan administrator
Employee Benefits Administration Committee
3010 West 69TH Street
Sioux Falls, SD 57108
(605) 978-2826As filed for 2024
In effect since
June 1, 1948

Earlier plan names: Northwestern Energy Pension Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,028$346 millionnot listed
20231,037$349 millionnot listed
20221,327$395 millionnot listed
20211,342$545 millionnot listed
20202,423$621 millionnot listed
20192,472$548 millionnot listed
20182,516$467 millionnot listed
20172,558$531 millionnot listed
20162,593$471 millionnot listed
20152,637$451 millionnot listed
20143,004$505 millionnot listed
20132,967$469 millionnot listed
20122,993$429 millionnot listed
20113,020$395 millionnot listed
20103,071$391 millionnot listed
20093,132$355 millionnot listed

Northwestern Energy Sd/Ne Pension Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 46-0172280
Participants (2024)
358
Net assets (2024)
$52.6 million
Plan administrator
Employee Benefits Administration Committee
3010 West 69TH Street
Sioux Falls, SD 57108
(605) 978-2826As filed for 2024
In effect since
October 1, 1940

Earlier plan names: Northwestern Corporation Pension Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024358$52.6 millionnot listed
2023383$55.7 millionnot listed
2022399$54.0 millionnot listed
2021411$68.8 millionnot listed
2020433$70.6 millionnot listed
2019454$64.4 millionnot listed
2018477$59.8 millionnot listed
2017493$65.0 millionnot listed
2016518$60.7 millionnot listed
2015534$58.6 millionnot listed
2014550$61.3 millionnot listed
2013575$58.3 millionnot listed
2012594$54.9 millionnot listed
2011615$51.0 millionnot listed
2010655$51.6 millionnot listed
2009682$49.0 millionnot listed

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Northwestern Energy 401(k) Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((605) 978-2826). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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