401(k) · DOL Form 5500 · 2022

North Shore Bank, Fsb 401(k) Plan

Data updated 2026-08-11

$41M
Total assets
463
Participants
86th
Percentile by assets
$88,624
Avg per participant
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Official DOL plan name: North Shore Bank 401(k) Plan · Sponsored by North Shore Bank, Fsb · Wisconsin · Finance & Insurance

$41M in assets, 463 participants

North Shore Bank, Fsb's North Shore Bank 401(k) Plan reported $41M in total assets and 463 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 139,126 plans)
  • #7,222 in Finance & Insurance (9,261 peers)

Where North Shore Bank 401(k) Plan sits by assets

North Shore Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 463 participants (~$88,624/participant), down 11.4% in 2022.

$41M
total plan assets (2022 EOY)
463
covered participants
86th
percentile by assets (of 139,126 plans)
$88,624
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where North Shore Bank 401(k) Plan sits by total assets

North Shore Bank 401(k) Plan vs every filed plan by assets

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

$41,032,906 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Wisconsin
Industry
Finance & Insurance

North Shore Bank 401(k) Plan vs the 2022 asset distribution

By assets, North Shore Bank 401(k) Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$41M
Net Income-$5M
Employer EIN390506400
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Shore Bank, Fsb)

$70M$80M$90M$100M 202220232024 $74.5M $91.4M ▲ +22.7%
Total plan assets by year, all North Shore Bank, Fsb plans on file
Year Plans Participants Total Assets
2022 2 557 $74M
2023 2 525 $86M
2024 2 534 $91M

Nearby 401(k) Plans in Wisconsin

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

North Shore Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants North Shore Bank 401…, Total assets ($B): 0.041032906 · Participants: 463North Shore Bank 401…Johnson Controls Ret…, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation …Nm Employee Savings …, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings …
North Shore Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare North Shore Bank 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to North Shore Bank 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did North Shore Bank 401(k) Plan assets move in 2022? ▼
North Shore Bank 401(k) Plan pulled back noticeably - down 11.4% during 2022, from $46M to $41M. Reported net income was -$5M.
How have North Shore Bank, Fsb plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Shore Bank, Fsb's sponsor-wide assets grew 22.7%, from $74M to $91M.
Where does North Shore Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
North Shore Bank 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to North Shore Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miami Heat Limited Partnership 401(k) Retirement Plan in FL ($41M, 380 participants).

Next read for North Shore Bank 401(k) Plan

Scale reading

Ways to act on North Shore Bank 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390506400.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.