Defined Benefit (Pension) · DOL Form 5500 · 2023

North Shore Bank Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
87
Participants Small participant base
82nd
Percentile by assets National rank
$421,279
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: North Shore Bank Retirement Plan · Sponsored by North Shore Bank · Wisconsin · Finance & Insurance

$37M in assets, 87 participants

North Shore Bank's North Shore Bank Retirement Plan reported $37M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,425 in Finance & Insurance (8,869 peers)

Where North Shore Bank Retirement Plan sits by assets

North Shore Bank Retirement Plan sits in the top quartile of all filed plans by assets, $37M for 87 participants (~$421,279/participant), up 9.6% in 2023.

#6,425
in Finance & Insurance (8,869 peers)
+9.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

North Shore Bank Retirement Plan's outsized position by total assets

North Shore Bank Retirement Plan vs every filed plan by assets

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

$36,651,235 Top 18% higher than 82% 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 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. North Shore Bank Retirement Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Shore Bank Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • North Shore Bank Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • North Shore Bank Retirement Plan reported participants fell from 94 in the plan year 2022 filing to 87 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390506400 · North Shore Bank PY 2023 · Defined Benefit (Pension)

North Shore Bank Retirement Plan · $37M · 87 · 82nd

  • PHOTO $37M
  • IND 87
  • EOY 82nd
  • 5500 Defined Benefit (Pension)
  • ASSETS near Capital Educators Federal Credit Union Defined Benefit Plan and Trust
  • PCT ind #6425

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 Retirement Plan in the asset neighbourhood

Capital Educators Federal Credit Union Defined Benefit Plan and TrustCapital Educators Federal Cr…$37MAsbestos Workers Local 42 Pension FundAsbestos Workers Local 42 Pe…$37MNorth Shore Bank Retirement PlanNorth Shore Bank Retirement …$37MNational Frozen Foods Corporation Employees' Pension PlanNational Frozen Foods Corpor…$37MNana Regional Corporation, Inc. Employees' Pension PlanNana Regional Corporation, I…$37M
End-of-year total assets ($M) among North Shore Bank Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN390506400
Plan Effective Date1952-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (North Shore Bank)

Sponsor-wide plan assets over time

All North Shore Bank 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 Defined Benefit (Pension) Plans in Wisconsin

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

North Shore Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants North Shore Bank Retirement Plan, Total assets ($B): 0.036651235 · Participants: 87North Shore Bank Retirement PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
North Shore Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare North Shore Bank Retirement Plan side-by-side with 3 peers →

North Shore Bank Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Capital Educators Federal Credit Union Defined Benefit Plan and Trust in ID ($37M); by covered participants it is Irving Tissue Pension Plan in NY (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Retirement Plan assets move in 2023? ▼
North Shore Bank Retirement Plan grew at a solid clip - up 9.6% during 2023, from $33M to $37M. Reported net income was $3M.
How have North Shore Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Shore Bank's sponsor-wide assets grew 22.7%, from $74M to $91M.
Where does North Shore Bank Retirement Plan rank by assets among Form 5500 filers? ▼
North Shore Bank Retirement Plan ranks in the 82nd 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 Defined Benefit (Pension) plans are similar in size to North Shore Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Capital Educators Federal Credit Union Defined Benefit Plan and Trust in ID ($37M, 255 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to North Shore Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Irving Tissue Pension Plan in NY (87 participants, $22M 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.