401(k) · DOL Form 5500 · 2022

North Shore Bank, Fsb 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
463
Participants Below avg headcount
86th
Percentile by assets National rank
$88,624
Avg per participant Below avg balance/head
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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.

  • #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.

#7,222
in Finance & Insurance (9,261 peers)
-11.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

North Shore Bank 401(k) Plan's outsized position 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 $2,050,000,000 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 Bank 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Shore Bank 401(k) Plan sits mid-pack in the medium band (463 participants).

Plan-year Form 5500 strip

Filing strip 390506400 · North Shore Bank, Fsb PY 2022 · 401(k)

North Shore Bank 401(k) Plan · $41M · 463 · 86th

  • TYPE $41M
  • NET 463
  • BOOK 86th
  • VS-ST 401(k)
  • BOY near Miami Heat Limited Partnership 401(k) Retirement Plan
  • SCH ind #7222

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 Wisconsin →

North Shore Bank 401(k) Plan in the asset neighbourhood

Morton Community Bank 401(k) Retirement PlanMorton Community Bank 401(k)…$41MNorth Shore Bank 401(k) Plan$41MMiami Heat Limited Partnership 401(k) Retirement PlanMiami Heat Limited Partnersh…$41MThe Ipeg, Inc. Savings Plan$41MSolerity 401(k) Plan$41M
End-of-year total assets ($M) among North Shore Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All North Shore Bank, Fsb plans reported in each filing year

Latest sponsor-wide plan assets
$91M 22.748784492453172% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $74.5M $91.4M ▲ +22.7%
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 ($B) Participants North Shore Bank 401(k) Plan, Total assets ($B): 0.041032906 · Participants: 463North Shore Bank 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
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 →

North Shore Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Miami Heat Limited Partnership 401(k) Retirement Plan in FL ($41M); by covered participants it is Mitsui Kinzoku North American 401(k) Retirement Plan in IN (463 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (463 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 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).
Which 401(k) plans cover a similar participant headcount to North Shore Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mitsui Kinzoku North American 401(k) Retirement Plan in IN (463 participants, $33M in assets).

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.