Defined Benefit (Pension) · DOL Form 5500 · 2023

Norris, Inc. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
10
Participants Small participant base
63rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Norris, Inc. Pension Plan · Sponsored by Norris, Inc. · Wisconsin · Healthcare & Social Assistance

$12M in assets, 10 participants

Norris, Inc.'s Norris, Inc. Pension Plan reported $12M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,064 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Norris, Inc. Pension Plan grew at a solid clip 9.1% in 2023 ($11M → $12M) for 10 participants.

#12,064
in Healthcare & Social Assistance (17,684 peers)
+9.1%
assets growth YoY

Norris, Inc. Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Norris, Inc. Pension Plan vs every filed plan by assets

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

$12,104,616 Top 37% higher than 63% 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

Norris, Inc. Pension 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. Norris, Inc. Pension Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Norris, Inc. Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Norris, Inc. Pension Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390833609 · Norris, Inc. PY 2023 · Defined Benefit (Pension)

Norris, Inc. Pension Plan · $12M · 10 · 63rd

  • BOOK $12M
  • BOOK 10
  • BOOK 63rd
  • BOOK Defined Benefit (Pension)
  • BOOK near Connecticut Legal Services, Inc. Defined Benefit Pension Plan
  • BOOK ind #12064

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Norris, Inc. Pension Plan in the asset neighbourhood

United Disability Services Defined Benefit PlanUnited Disability Services D…$12MElkhart Brass Manufacturing Company Inc., Retirement PlanElkhart Brass Manufacturing …$12MNorris, Inc. Pension Plan$12MConnecticut Legal Services, Inc. Defined Benefit Pension PlanConnecticut Legal Services, …$12MHeritage Village Master Association, Inc. Retirement Income PlanHeritage Village Master Asso…$12M
End-of-year total assets ($M) among Norris, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Norris, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Norris, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 9.25169876716006% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 202220232024 $11.1M $12.1M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 10 $11M
2023 1 10 $12M
2024 1 10 $12M

2023 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN390833609
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Norris, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Norris, Inc. Pension Plan, Total assets ($B): 0.012104616 · Participants: 10Norris, Inc. Pension 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
Norris, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Norris, Inc. Pension Plan side-by-side with 3 peers →

Norris, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Connecticut Legal Services, Inc. Defined Benefit Pension Plan in CT ($12M); by covered participants it is Turley Dental Corporation Defined Benefit Pension Plan in CA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Norris, Inc. Pension Plan assets move in 2023? ▼
Norris, Inc. Pension Plan grew at a solid clip - up 9.1% during 2023, from $11M to $12M. Reported net income was $1M.
How have Norris, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norris, Inc.'s sponsor-wide assets grew 9.3%, from $11M to $12M.
Which Defined Benefit (Pension) plans are similar in size to Norris, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Connecticut Legal Services, Inc. Defined Benefit Pension Plan in CT ($12M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Norris, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Turley Dental Corporation Defined Benefit Pension Plan in CA (10 participants, $3M 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 390833609.

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.