401(k) · DOL Form 5500 · 2022

North Shore Trust and Savings 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
35
Participants Small participant base
59th
Percentile by assets National rank
$211,786
Avg per participant Above avg balance/head
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Official DOL plan name: North Shore Trust and Savings 401(k) and Profit Sharing Plan · Sponsored by North Shore Trust and Savings · Illinois · Finance & Insurance

$7M in assets, 35 participants

North Shore Trust and Savings's North Shore Trust and Savings 401(k) and Profit Sharing Plan reported $7M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,901 in Finance & Insurance (9,261 peers)

North Shore Trust and Savings multi-year trail

North Shore Trust and Savings's plans moved +21.4% in assets from 2022 to 2024; this filing shows North Shore Trust and Savings 401(k) and Profit Sharing Plan at $7M / 35 participants.

#3,901
in Finance & Insurance (9,261 peers)
-18.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

North Shore Trust and Savings 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

North Shore Trust and Savings 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,412,522 Top 41% higher than 59% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

North Shore Trust and Savings 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Shore Trust and Savings 401(k) and Profit Sharing Plan is a small filing (35 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 361558290 · North Shore Trust and Savings PY 2022 · 401(k)

North Shore Trust and Savings 401(k) and Profit Sharing Plan · $7M · 35 · 59th

  • 5500 $7M
  • 5500 35
  • 5500 59th
  • 5500 401(k)
  • 5500 near Hoover Group, Inc. Employee's Profit Sharing and Savings Plan
  • 5500 ind #3901

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Illinois →

North Shore Trust and Savings 401(k) and Profit Sharing Plan in the asset neighbourhood

North Shore Trust and Savings 401(k) and Profit Sharing PlanNorth Shore Trust and Saving…$7MHoover Group, Inc. Employee's Profit Sharing and Savings PlanHoover Group, Inc. Employee'…$7MMacro Consultants LLC 401(k) Retirement PlanMacro Consultants LLC 401(k)…$7MAlpha Group 401(k) Plan$7MTaiho Corporation of America 401(k) PlanTaiho Corporation of America…$7M
End-of-year total assets ($M) among North Shore Trust and Savings 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Shore Trust and Savings multi-year asset trail

Sponsor-wide plan assets over time

All North Shore Trust and Savings plans reported in each filing year

Latest sponsor-wide plan assets
$9M 21.415410301649022% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.41M $9M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 35 $7M
2023 1 36 $9M
2024 1 47 $9M

North Shore Trust and Savings filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN361558290
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

North Shore Trust and Savings 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants North Shore Trust and Savings 401(k) and Profit Sharing Plan, Total assets ($B): 0.007412522 · Participants: 35North Shore Trust and Savings 401(k) and Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
North Shore Trust and Savings 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

North Shore Trust and Savings 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Hoover Group, Inc. Employee's Profit Sharing and Savings Plan in TX ($7M); by covered participants it is Toms Offroad 401(k) Plan in OR (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did North Shore Trust and Savings 401(k) and Profit Sharing Plan assets move in 2022?
North Shore Trust and Savings 401(k) and Profit Sharing Plan declined sharply - down 18.8% during 2022, from $9M to $7M. Reported net income was -$2M.
How have North Shore Trust and Savings plan assets changed over time?
Across 3 plan years on file (2022-2024), North Shore Trust and Savings's sponsor-wide assets grew 21.4%, from $7M to $9M.
Which 401(k) plans are similar in size to North Shore Trust and Savings 401(k) and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Hoover Group, Inc. Employee's Profit Sharing and Savings Plan in TX ($7M, 121 participants).
Which 401(k) plans cover a similar participant headcount to North Shore Trust and Savings 401(k) and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Toms Offroad 401(k) Plan in OR (35 participants, $8M in assets).