401(k) · DOL Form 5500 · 2023

North Shore Bank, Fsb 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
438
Participants Below avg headcount
85th
Percentile by assets National rank
$112,488
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: North Shore Bank 401(k) Plan · Sponsored by North Shore Bank, Fsb · Wisconsin · Finance & Insurance

$49M in assets, 438 participants

North Shore Bank, Fsb's North Shore Bank 401(k) Plan reported $49M in total assets and 438 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,874 in Finance & Insurance (8,869 peers)

Where North Shore Bank 401(k) Plan sits by assets

North Shore Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 438 participants (~$112,488/participant), up 20.1% in 2023.

#6,874
in Finance & Insurance (8,869 peers)
+20.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

North Shore Bank 401(k) Plan's outsized position by total assets

North Shore Bank 401(k) Plan vs every filed plan by assets

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

$49,269,850 Top 15% higher than 85% 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

North Shore Bank 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Shore Bank 401(k) Plan sits mid-pack in the medium band (438 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Shore Bank 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • North Shore Bank 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • North Shore Bank 401(k) Plan reported participants fell from 463 in the plan year 2022 filing to 438 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390506400 · North Shore Bank, Fsb PY 2023 · 401(k)

North Shore Bank 401(k) Plan · $49M · 438 · 85th

  • PHOTO $49M
  • PHOTO 438
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Atlanticus Holdings Corporation 401(k) Plan
  • PHOTO ind #6874

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 Wisconsin →

North Shore Bank 401(k) Plan in the asset neighbourhood

New Indy Container Board Packaging 401(k) Retirement PlanNew Indy Container Board Pac…$49MNorth Shore Bank 401(k) Plan$49MAtlanticus Holdings Corporation 401(k) PlanAtlanticus Holdings Corporat…$49MRogers-O'brien Construction Company, LLC 401(k) PlanRogers-O'brien Construction …$49MAmerivet Veterinary Partners 401(k) PlanAmerivet Veterinary Partners…$49M
End-of-year total assets ($M) among North Shore Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$49M
Net Income$8M
Employer EIN390506400
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Shore Bank, Fsb)

Sponsor-wide plan assets over time

All North Shore Bank, Fsb plans reported in each filing year

Latest sponsor-wide plan assets
$91M 22.748784492453172% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $74.5M $91.4M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 557 $74M
2023 2 525 $86M
2024 2 534 $91M

Nearby 401(k) Plans in Wisconsin

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

North Shore Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants North Shore Bank 401(k) Plan, Total assets ($B): 0.04926985 · Participants: 438North Shore Bank 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
North Shore Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare North Shore Bank 401(k) Plan side-by-side with 3 peers →

North Shore Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Atlanticus Holdings Corporation 401(k) Plan in GA ($49M); by covered participants it is Woodloch Pines Inc. 401(k) Plan in PA (438 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (438 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 North Shore Bank 401(k) Plan assets move in 2023? ▼
North Shore Bank 401(k) Plan grew sharply - up 20.1% during 2023, from $41M to $49M. Reported net income was $8M.
How have North Shore Bank, Fsb plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Shore Bank, Fsb's sponsor-wide assets grew 22.7%, from $74M to $91M.
Where does North Shore Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
North Shore Bank 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to North Shore Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlanticus Holdings Corporation 401(k) Plan in GA ($49M, 356 participants).
Which 401(k) plans cover a similar participant headcount to North Shore Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woodloch Pines Inc. 401(k) Plan in PA (438 participants, $12M 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 390506400.

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.