Defined Benefit (Pension) · DOL Form 5500 · 2022
Norris, Inc. Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Norris, Inc. Pension Plan · Sponsored by Norris, Inc. · Wisconsin · Healthcare & Social Assistance
$11M in assets, 10 participants
Norris, Inc.'s Norris, Inc. Pension Plan reported $11M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #14,473 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Norris, Inc. Pension Plan declined sharply 21.6% in 2022 ($14M → $11M) for 10 participants.
- #14,473
- in Healthcare & Social Assistance (20,060 peers)
- -21.6%
- assets change YoY
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.
Norris, Inc. Pension Plan's outsized position by total assets
Norris, Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,094,222 Top 33% higher than 67% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Norris, Inc. Pension Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norris, Inc. Pension Plan is a micro filing (10 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 390833609 · Norris, Inc. PY 2022 · Defined Benefit (Pension)
Norris, Inc. Pension Plan · $11M · 10 · 67th
- VS-ST $11M
- BOY 10
- SCH 67th
- EBSA Defined Benefit (Pension)
- PART near Frisch's Restaurants, Inc. Pension Plan
- TYPE ind #14473
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 →
Norris, Inc. Pension Plan in the asset neighbourhood
Norris, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Norris, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 9.25169876716006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $11M |
| 2023 | 1 | 10 | $12M |
| 2024 | 1 | 10 | $12M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$3M |
| Employer EIN | 390833609 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Norris, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Frisch's Restaurants, Inc. Pension Plan in OH ($11M); by covered participants it is Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan in CA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 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.