ESOP · DOL Form 5500 · 2023
North Shore Trust and Savings ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 31
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $132,476
- Avg per participant Near avg balance/head
Official DOL plan name: North Shore Trust and Savings ESOP · Sponsored by North Shore Trust and Savings · Illinois · Finance & Insurance
$4M in assets, 31 participants
North Shore Trust and Savings's North Shore Trust and Savings ESOP reported $4M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #2,545 in Finance & Insurance (8,869 peers)
North Shore Trust and Savings multi-year trail
North Shore Trust and Savings's plans moved +13.7% in assets from 2022 to 2024; this filing shows North Shore Trust and Savings ESOP at $4M / 31 participants.
- #2,545
- in Finance & Insurance (8,869 peers)
- -6.1%
- assets change YoY
The plan reported a net loss of $95K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
North Shore Trust and Savings ESOP's mid-pack asset rank among Finance & Insurance and all filers
North Shore Trust and Savings ESOP vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,106,760 41st percentile higher than 41% 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
North Shore Trust and Savings ESOP among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Shore Trust and Savings ESOP is a small filing (31 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- North Shore Trust and Savings ESOP reported net income fell from $229K in the plan year 2022 filing to -$95K in the plan year 2023 filing.
- North Shore Trust and Savings ESOP end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 872522769 · North Shore Trust and Savings PY 2023 · ESOP
North Shore Trust and Savings ESOP · $4M · 31 · 41st
- RANK $4M
- PHOTO 31
- IND 41st
- EOY ESOP
- 5500 near Reliance Sheet & Strip Co. Employee Stock Ownership Plan
- ASSETS ind #2545
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 What is an ESOP? → · Plans in Illinois →
North Shore Trust and Savings ESOP in the asset neighbourhood
North Shore Trust and Savings multi-year asset trail
Sponsor-wide plan assets over time
All North Shore Trust and Savings plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 13.694391060553448% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $4M |
| 2023 | 1 | 31 | $4M |
| 2024 | 1 | 33 | $5M |
North Shore Trust and Savings filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $134K |
| Net Income | -$95K |
| Employer EIN | 872522769 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
North Shore Trust and Savings ESOP's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Reliance Sheet & Strip Co. Employee Stock Ownership Plan in CA ($4M); by covered participants it is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 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 (31 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.