401(k) · DOL Form 5500 · 2023
Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 57
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $52,194
- Avg per participant Low balance/head
Official DOL plan name: Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan · Sponsored by Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan · Massachusetts · Finance & Insurance
$3M in assets, 57 participants
Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan's Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan reported $3M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #2,193 in Finance & Insurance (8,869 peers)
Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan multi-year trail
Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan's plans moved -99.4% in assets from 2022 to 2024; this filing shows Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan at $3M / 57 participants.
- #2,193
- in Finance & Insurance (8,869 peers)
- +20.9%
- assets growth YoY
Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,975,045 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan reported net income rose from -$333K in the plan year 2022 filing to $514K in the plan year 2023 filing.
- Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan reported participants rose from 46 in the plan year 2022 filing to 57 in the plan year 2023 filing.
- Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 043254312 · Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan PY 2023 · 401(k)
Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan · $3M · 57 · 36th
- EBSA $3M
- EBSA 57
- EBSA 36th
- EBSA 401(k)
- EBSA near Gluvbox Studios 401(k) Profit Sharing Plan & Trust
- EBSA ind #2193
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 Massachusetts →
Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan in the asset neighbourhood
Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan multi-year asset trail
Sponsor-wide plan assets over time
All Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $14K 99.4437086200373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 46 | $2M |
| 2023 | 1 | 57 | $3M |
| 2024 | 1 | 54 | $14K |
Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $514K |
| Employer EIN | 043254312 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Northstar Insurance Services, Inc. 401(k) Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Gluvbox Studios 401(k) Profit Sharing Plan & Trust in PA ($3M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.
- The Herjavec Group Corp 401(k) Plan (CA) 57 · 0 off
- Gallagher Asphalt Corporation Employees' Profit Sharing Plan (IL) 57 · 0 off
- Baker Tilly Wealth Management Pep (SD) 57 · 0 off
- Kwik Goal Ltd. 401(k) Plan (PA) 57 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.