NORTH STAR ASSET MANAGEMENT MONEY PURCHASE PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
NORTHSTAR ASSET MANAGEMENT
This Money Purchase plan holds N/A in total assets and serves 1 participants as of 2023. It is sponsored by NORTHSTAR ASSET MANAGEMENT in Massachusetts.
What the Filing Says About NORTH STAR ASSET MANAGEMENT MONEY PURCHASE PENSION PLAN
NORTH STAR ASSET MANAGEMENT MONEY PURCHASE PENSION PLAN is a Money Purchase retirement plan sponsored by NORTHSTAR ASSET MANAGEMENT, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 1 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 043410187, and the plan has been effective since 1998-02-05. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. 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) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Money Purchase |
| Employer EIN | 043410187 |
| Plan Effective Date | 1998-02-05 |
| Filing Status | FILING RECEIVED |
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- THE MITRE CORPORATION QUALIFIED RETIREMENT PLAN $2.6B · 12,551
- RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY $2.2B · 2,687
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- ELECTRICAL WORKERS DEFERRED INCOME PLAN LOCAL 103, I.B.E.W. $1.6B · 8,337
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Frequently Asked Questions
How much money is in the NORTH STAR ASSET MANAGEMENT MONEY PURCHASE PENSION PLAN? ▼
What type of plan is NORTH STAR ASSET MANAGEMENT MONEY PURCHASE PENSION PLAN? ▼
Who sponsors the NORTH STAR ASSET MANAGEMENT MONEY PURCHASE PENSION PLAN? ▼
How did NORTH STAR ASSET MANAGEMENT MONEY PURCHASE PENSION PLAN perform in 2023? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 043410187.
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.
Read our methodology — how this data is sourced, computed, and verified.