Defined Benefit (Pension) · DOL Form 5500 · 2023

North Shore Holdings Associates, Inc. Pension Plan

Data updated 2026-08-11

$706K
Total assets
2
Participants
21st
Percentile by assets
$352,984
Avg per participant
PlainRetire home → About this data

Official DOL plan name: North Shore Holdings Associates, Inc. Defined Benefit Pension Plan · Sponsored by North Shore Holdings Associates, Inc. · New York · Administrative & Support Services

$706K in assets, 2 participants

North Shore Holdings Associates, Inc.'s North Shore Holdings Associates, Inc. Defined Benefit Pension Plan reported $706K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • 21st percentile by assets (of 127,072 plans)
  • #1,866 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, North Shore Holdings Associates, Inc. Defined Benefit Pension Plan ranks #1,866 of 4,372 2023 filers by assets (4087% of the sector average)-$706K for 2 participants.

$706K
total plan assets (2023 EOY)
2
covered participants
21st
percentile by assets (of 127,072 plans)
$352,984
avg assets per participant

Where North Shore Holdings Associates, Inc. Defined Benefit Pension Plan sits by total assets

North Shore Holdings Associates, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$705,967 21st percentile higher than 21% of 127,068 filed plans

This plan $0 $2,010,000,000 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

State
New York
Industry
Administrative & Support Services

Rank #1,866 in Administrative & Support Services

Among 4,372 Administrative & Support Services plans that filed a Form 5500 for plan year 2023, North Shore Holdings Associates, Inc. Defined Benefit Pension Plan ranks #1,866 by end-of-year assets - about 4087% of the sector average of $29M. Nationally it sits in the 21st percentile, a stronger position within its industry than across all filers.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$486K
Net Assets (End of Year)$706K
Net Income$220K
Employer EIN432108475
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Shore Holdings Associates, Inc.)

$0.65M$0.7M$0.75M$0.8M$0.85M 20232024 $0.71M $0.83M ▲ +16.9%
Total plan assets by year, all North Shore Holdings Associates, Inc. plans on file
Year Plans Participants Total Assets
2023 1 2 $706K
2024 1 1 $831K

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

North Shore Holdings Associates, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants North Shore Holdings…, Total assets ($B): 0.000705967 · Participants: 2North Shore Holdings…IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
North Shore Holdings Associates, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare North Shore Holdings Associates, Inc. De… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to North Shore Holdings Associates, Inc. Defined Benefit Pension Plan by total assets, not by location.

Frequently Asked Questions

How did North Shore Holdings Associates, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
North Shore Holdings Associates, Inc. Defined Benefit Pension Plan surged - up 45.2% during 2023, from $486K to $706K. Reported net income was $220K.
How have North Shore Holdings Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), North Shore Holdings Associates, Inc.'s sponsor-wide assets grew 17.7%, from $706K to $831K.
Where does North Shore Holdings Associates, Inc. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
North Shore Holdings Associates, Inc. Defined Benefit Pension Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to North Shore Holdings Associates, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dsvalencia1970, Inc. Cash Balance Account Plan in CA ($704K, 3 participants).

Next read for North Shore Holdings Associates, Inc. De…

Filing takeaways

Ways to act on North Shore Holdings Associates, Inc. Defined Benefit Pension Plan's numbers.

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 432108475.

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.