401(k) · DOL Form 5500 · 2022

Northstar Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
247
Participants Below avg headcount
76th
Percentile by assets National rank
$76,208
Avg per participant Below avg balance/head
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Official DOL plan name: Northstar Financial Group Employees' 401(k) Savings Plan · Sponsored by Northstar Financial Group, Inc. · Michigan · Finance & Insurance

$19M in assets, 247 participants

Northstar Financial Group, Inc.'s Northstar Financial Group Employees' 401(k) Savings Plan reported $19M in total assets and 247 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,800 in Finance & Insurance (9,261 peers)

Coverage in Michigan

Northstar Financial Group Employees' 401(k) Savings Plan covers 247 participants in Michigan, about 39% of the average Michigan filer (state average ~638 per filing). Assets: $19M.

#5,800
in Finance & Insurance (9,261 peers)
-13.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Northstar Financial Group Employees' 401(k) Savings Plan's outsized position by total assets

Northstar Financial Group Employees' 401(k) Savings Plan vs every filed plan by assets

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

$18,823,454 Top 24% higher than 76% 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

Northstar Financial Group Employees' 401(k) Savings 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. Northstar Financial Group Employees' 401(k) Savings Plan sits mid-pack in the medium band (247 participants).

DOL schedule card

Filing strip 383552452 · Northstar Financial Group, Inc. PY 2022 · 401(k)

Northstar Financial Group Employees' 401(k) Savings Plan · $19M · 247 · 76th

  • EOY $19M
  • 5500 247
  • ASSETS 76th
  • PCT 401(k)
  • EIN near E & M Electric and Machinery, Inc. 401(k) Profit Sharing Plan
  • RANK ind #5800

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 Michigan →

Northstar Financial Group Employees' 401(k) Savings Plan in the asset neighbourhood

Berberian Enterprises, Inc. 401(k) Profit Sharing PlanBerberian Enterprises, Inc. …$19MNorthstar Financial Group Employees' 401(k) Savings PlanNorthstar Financial Group Em…$19ME & M Electric and Machinery, Inc. 401(k) Profit Sharing PlanE & M Electric and Machinery…$19MBisco, Inc. 401(k) Profit Sharing PlanBisco, Inc. 401(k) Profit Sh…$19MUS Wittenstein Group Employees' Retirement and Savings Plan & TrustUS Wittenstein Group Employe…$19M
End-of-year total assets ($M) among Northstar Financial Group Employees' 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN383552452
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northstar Financial Group, Inc.)

Sponsor-wide plan assets over time

All Northstar Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 43.88031017049262% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.8M $27.1M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 247 $19M
2023 1 254 $22M
2024 1 260 $27M

Nearby 401(k) Plans in Michigan

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

Northstar Financial Group Employees' 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Northstar Financial Group Employees' 401(k) Savings Plan, Total assets ($B): 0.018823454 · Participants: 247Northstar Financial Group Employees' 401(k) Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Northstar Financial Group Employees' 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Northstar Financial Group Employees' 401(k) Savings Plan side-by-side with 3 peers →

Northstar Financial Group Employees' 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is E & M Electric and Machinery, Inc. 401(k) Profit Sharing Plan in CA ($19M); by covered participants it is Tri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) Plan in PA (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Northstar Financial Group Employees' 401(k) Savings Plan assets move in 2022? ▼
Northstar Financial Group Employees' 401(k) Savings Plan pulled back noticeably - down 13.5% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Northstar Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northstar Financial Group, Inc.'s sponsor-wide assets grew 43.9%, from $19M to $27M.
Where does Northstar Financial Group Employees' 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Northstar Financial Group Employees' 401(k) Savings Plan ranks in the 76th 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 Northstar Financial Group Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is E & M Electric and Machinery, Inc. 401(k) Profit Sharing Plan in CA ($19M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Northstar Financial Group Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) Plan in PA (247 participants, $3M 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 383552452.

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.