401(k) · DOL Form 5500 · 2022

North Shore Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
2,718
Participants Above avg headcount
72nd
Percentile by assets National rank
$5,325
Avg per participant Low balance/head
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Official DOL plan name: North Shore Healthcare, LLC Retirement Savings Plan · Sponsored by North Shore Healthcare, LLC · Wisconsin · Healthcare & Social Assistance

$14M in assets, 2,718 participants

North Shore Healthcare, LLC's North Shore Healthcare, LLC Retirement Savings Plan reported $14M in total assets and 2,718 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,332 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

North Shore Healthcare, LLC Retirement Savings Plan covers 2,718 participants in Wisconsin, 4.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $14M.

#15,332
in Healthcare & Social Assistance (20,060 peers)
-13.5%
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 Healthcare, LLC Retirement Savings Plan's outsized position by total assets

North Shore Healthcare, LLC Retirement Savings Plan vs every filed plan by assets

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

$14,474,248 Top 28% higher than 72% 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 Healthcare, LLC Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Shore Healthcare, LLC Retirement Savings Plan lands in the large band (2,718 participants).

Plan-year Form 5500 strip

Filing strip 475124382 · North Shore Healthcare, LLC PY 2022 · 401(k)

North Shore Healthcare, LLC Retirement Savings Plan · $14M · 2,718 · 72nd

  • EIN $14M
  • RANK 2,718
  • PHOTO 72nd
  • IND 401(k)
  • EOY near The Republic of Tea, Inc./Rubin Wines LLC 401(k) Plan
  • 5500 ind #15332

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

North Shore Healthcare, LLC Retirement Savings Plan in the asset neighbourhood

Emanate Health Mso 401(k) PlanEmanate Health Mso 401(k) Pl…$14MThe Ohio Moulding Corporation 401(k) & Profit Sharing TrustThe Ohio Moulding Corporatio…$14MNorth Shore Healthcare, LLC Retirement Savings PlanNorth Shore Healthcare, LLC …$14MThe Republic of Tea, Inc./Rubin Wines LLC 401(k) PlanThe Republic of Tea, Inc./Ru…$14MZwicker & Associates, P.C 401(k) PlanZwicker & Associates, P.C 40…$14M
End-of-year total assets ($M) among North Shore Healthcare, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN475124382
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Shore Healthcare, LLC)

Sponsor-wide plan assets over time

All North Shore Healthcare, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 30.394677498962295% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.5M $18.9M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 2,718 $14M
2023 1 2,910 $16M
2024 1 3,416 $19M

Nearby 401(k) Plans in Wisconsin

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

North Shore Healthcare, LLC Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -20246 Total assets ($B) Participants North Shore Healthcare, LLC Retirement Savings Plan, Total assets ($B): 0.014474248 · Participants: 2718North Shore Healthcare, LLC Retirement Savings 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 Healthcare, LLC Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare North Shore Healthcare, LLC Retirement Savings Plan side-by-side with 3 peers →

North Shore Healthcare, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Republic of Tea, Inc./Rubin Wines LLC 401(k) Plan in IL ($14M); by covered participants it is American Greetings Retirement Savings Plan in OH (2,718 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,718 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 Healthcare, LLC Retirement Savings Plan assets move in 2022? ▼
North Shore Healthcare, LLC Retirement Savings Plan pulled back noticeably - down 13.5% during 2022, from $17M to $14M. Reported net income was -$2M.
How have North Shore Healthcare, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Shore Healthcare, LLC's sponsor-wide assets grew 30.4%, from $14M to $19M.
Which 401(k) plans are similar in size to North Shore Healthcare, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Republic of Tea, Inc./Rubin Wines LLC 401(k) Plan in IL ($14M, 139 participants).
Which 401(k) plans cover a similar participant headcount to North Shore Healthcare, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Greetings Retirement Savings Plan in OH (2,718 participants, $933M 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 475124382.

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.