401(k) · DOL Form 5500 · 2023

Northstar Investments 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
40th
Percentile by assets National rank
$547,311
Avg per participant High balance/head
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Official DOL plan name: Northstar Investments 401(k) Plan · Sponsored by Northstar Investments · Illinois · Professional & Technical Services

$4M in assets, 7 participants

Northstar Investments's Northstar Investments 401(k) Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,477 in Professional & Technical Services (20,321 peers)

Northstar Investments multi-year trail

Northstar Investments's plans moved +13.6% in assets from 2022 to 2024; this filing shows Northstar Investments 401(k) Plan at $4M / 7 participants.

#7,477
in Professional & Technical Services (20,321 peers)
+25.0%
assets growth YoY

Northstar Investments 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Northstar Investments 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,831,174 40th percentile higher than 40% of 127,068 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 2023

Northstar Investments 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northstar Investments 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northstar Investments 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $766K in the plan year 2023 filing.
  • Northstar Investments 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Northstar Investments 401(k) Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363215933 · Northstar Investments PY 2023 · 401(k)

Northstar Investments 401(k) Plan · $4M · 7 · 40th

  • BOY $4M
  • BOY 7
  • BOY 40th
  • BOY 401(k)
  • BOY near Vasa Fitness LLC Retirement Savings Plan
  • BOY ind #7477

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Northstar Investments 401(k) Plan in the asset neighbourhood

Northstar Investments 401(k) PlanNorthstar Investments 401(k)…$4MVasa Fitness LLC Retirement Savings PlanVasa Fitness LLC Retirement …$4MSquare Grove LLC 401(k) Plan$4MZamperla, Inc. Profit Sharing 401(k) PlanZamperla, Inc. Profit Sharin…$4MIeds Logistics 401(k) Plan$4M
End-of-year total assets ($M) among Northstar Investments 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Northstar Investments multi-year asset trail

Sponsor-wide plan assets over time

All Northstar Investments plans reported in each filing year

Latest sponsor-wide plan assets
$3M 13.593108816776036% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.07M $3.48M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 7 $4M
2024 1 7 $3M

Northstar Investments filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$766K
Employer EIN363215933
Plan Effective Date2005-02-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Northstar Investments 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Northstar Investments 401(k) Plan, Total assets ($B): 0.003831174 · Participants: 7Northstar Investments 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Northstar Investments 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Northstar Investments 401(k) Plan side-by-side with 3 peers →

Northstar Investments 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Vasa Fitness LLC Retirement Savings Plan in UT ($4M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Northstar Investments 401(k) Plan assets move in 2023? ▼
Northstar Investments 401(k) Plan grew sharply - up 25.0% during 2023, from $3M to $4M. Reported net income was $766K.
How have Northstar Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northstar Investments's sponsor-wide assets grew 13.6%, from $3M to $3M.
Which 401(k) plans are similar in size to Northstar Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vasa Fitness LLC Retirement Savings Plan in UT ($4M, 932 participants).
Which 401(k) plans cover a similar participant headcount to Northstar Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

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 363215933.

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.