401(k) · DOL Form 5500 · 2023

North Shore Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
2,910
Participants Above avg headcount
69th
Percentile by assets National rank
$5,597
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: North Shore Healthcare, LLC Retirement Savings Plan · Sponsored by North Shore Healthcare, LLC · Wisconsin · Healthcare & Social Assistance

$16M in assets, 2,910 participants

North Shore Healthcare, LLC's North Shore Healthcare, LLC Retirement Savings Plan reported $16M in total assets and 2,910 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,038 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

North Shore Healthcare, LLC Retirement Savings Plan covers 2,910 participants in Wisconsin, 5.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $16M.

#13,038
in Healthcare & Social Assistance (17,684 peers)
+12.3%
assets growth YoY

North Shore Healthcare, LLC Retirement Savings Plan's outsized position by total assets

North Shore Healthcare, LLC Retirement Savings Plan vs every filed plan by assets

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

$16,288,574 Top 31% higher than 69% 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 Healthcare, LLC Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Shore Healthcare, LLC Retirement Savings Plan lands in the large band (2,910 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Shore Healthcare, LLC Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • North Shore Healthcare, LLC Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • North Shore Healthcare, LLC Retirement Savings Plan reported participants rose from 2,718 in the plan year 2022 filing to 2,910 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 475124382 · North Shore Healthcare, LLC PY 2023 · 401(k)

North Shore Healthcare, LLC Retirement Savings Plan · $16M · 2,910 · 69th

  • EIN $16M
  • RANK 2,910
  • PHOTO 69th
  • IND 401(k)
  • EOY near Lg Cns America Inc 401(k) Profit Sharing Plan & Trust
  • 5500 ind #13038

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 →

North Shore Healthcare, LLC Retirement Savings Plan in the asset neighbourhood

North Shore Healthcare, LLC Retirement Savings PlanNorth Shore Healthcare, LLC …$16MLg Cns America Inc 401(k) Profit Sharing Plan & TrustLg Cns America Inc 401(k) Pr…$16MTcu Staff 401(k) Plan$16MEssense of Australia, Inc.$16MKlein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings PlanKlein and Hoffman, Inc. Empl…$16M
End-of-year total assets ($M) among North Shore Healthcare, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN475124382
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Shore Healthcare, LLC)

Sponsor-wide plan assets over time

All North Shore Healthcare, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 30.394677498962295% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.5M $18.9M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 2,718 $14M
2023 1 2,910 $16M
2024 1 3,416 $19M

Nearby 401(k) Plans in Wisconsin

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

North Shore Healthcare, LLC Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants North Shore Healthcare, LLC Retirement Savings Plan, Total assets ($B): 0.016288574 · Participants: 2910North Shore Healthcare, LLC Retirement Savings 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 Healthcare, LLC Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare North Shore Healthcare, LLC Retirement Savings Plan side-by-side with 3 peers →

North Shore Healthcare, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lg Cns America Inc 401(k) Profit Sharing Plan & Trust in NJ ($16M); by covered participants it is Heart of Cardon LLC 401(k) Retirement Plan in IN (2,910 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,910 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 Healthcare, LLC Retirement Savings Plan assets move in 2023? ▼
North Shore Healthcare, LLC Retirement Savings Plan grew at a solid clip - up 12.3% during 2023, from $15M to $16M. Reported net income was $2M.
How have North Shore Healthcare, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Shore Healthcare, LLC's sponsor-wide assets grew 30.4%, from $14M to $19M.
Which 401(k) plans are similar in size to North Shore Healthcare, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lg Cns America Inc 401(k) Profit Sharing Plan & Trust in NJ ($16M, 183 participants).
Which 401(k) plans cover a similar participant headcount to North Shore Healthcare, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of Cardon LLC 401(k) Retirement Plan in IN (2,910 participants, $34M 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 475124382.

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.