401(k)
2022 plan-year 401(k) DOL Form 5500

North Shore Senior Services, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by North Shore Senior Services, Inc. Dba Home Instead Senior Care · Illinois · Healthcare & Social Assistance

What the 2023 filing shows

North Shore Senior Services, Inc. 401(k) Plan holds $2M for 102 participants — about $21,149 per participant, down 24.1% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
102
covered participants
$21,149
avg assets per participant
-24.1%
assets change YoY

The plan reported a net loss of $685K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
102
State
Industry
Healthcare & Social Assistance

What the Filing Says About North Shore Senior Services, Inc. 401(k) Plan

North Shore Senior Services, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by North Shore Senior Services, Inc. Dba Home Instead Senior Care, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 102 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 364416063, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2022 to $2M at year-end — a decline of 24.1%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-684,516 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-684,516
Plan Type401(k)
Employer EIN364416063
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the North Shore Senior Services, Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, North Shore Senior Services, Inc. 401(k) Plan holds $2M in total assets with 102 participants. It is sponsored by North Shore Senior Services, Inc. Dba Home Instead Senior Care.
What type of plan is North Shore Senior Services, Inc. 401(k) Plan?
North Shore Senior Services, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 364416063.
Who sponsors the North Shore Senior Services, Inc. 401(k) Plan?
North Shore Senior Services, Inc. 401(k) Plan is sponsored by North Shore Senior Services, Inc. Dba Home Instead Senior Care, located in Illinois. The sponsor's EIN is 364416063 and the plan operates in the Healthcare & Social Assistance industry.
How did North Shore Senior Services, Inc. 401(k) Plan perform in 2022?
North Shore Senior Services, Inc. 401(k) Plan declined by 24.1% during 2022, moving from $3M to $2M in total assets. Net income was $-684,516.
Where can I find official filings for North Shore Senior Services, Inc. 401(k) Plan?
Official Form 5500 filings for North Shore Senior Services, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 364416063 or plan name at efast.dol.gov.
How does North Shore Senior Services, Inc. 401(k) Plan compare to other plans?
You can compare North Shore Senior Services, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 364416063.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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