401(k) · DOL Form 5500 · 2023

Nsmg Shared Services, LLC 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
1,288
Participants Near avg headcount
89th
Percentile by assets National rank
$54,250
Avg per participant Low balance/head
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Official DOL plan name: Northstar Memorial Group, LLC 401(k) Plan · Sponsored by Nsmg Shared Services, LLC · Texas · Other Services

$70M in assets, 1,288 participants

Nsmg Shared Services, LLC's Northstar Memorial Group, LLC 401(k) Plan reported $70M in total assets and 1,288 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,492 in Other Services (7,857 peers)

Where Northstar Memorial Group, LLC 401(k) Plan sits by assets

Northstar Memorial Group, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $70M for 1,288 participants (~$54,250/participant), up 20.9% in 2023.

#7,492
in Other Services (7,857 peers)
+20.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Northstar Memorial Group, LLC 401(k) Plan's outsized position by total assets

Northstar Memorial Group, LLC 401(k) Plan vs every filed plan by assets

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

$69,873,744 Top 11% higher than 89% 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

Northstar Memorial Group, LLC 401(k) 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. Northstar Memorial Group, LLC 401(k) Plan lands in the large band (1,288 participants).

DOL schedule card

Filing strip 205699506 · Nsmg Shared Services, LLC PY 2023 · 401(k)

Northstar Memorial Group, LLC 401(k) Plan · $70M · 1,288 · 89th

  • EBSA $70M
  • EBSA 1,288
  • EBSA 89th
  • EBSA 401(k)
  • EBSA near Curbell, Inc. 401(k) Plan
  • EBSA ind #7492

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 Other Services retirement plans → · Plans in Texas →

Northstar Memorial Group, LLC 401(k) Plan in the asset neighbourhood

Covenant Transportation Group 401(k) & Profit Sharing PlanCovenant Transportation Grou…$70MNorthstar Memorial Group, LLC 401(k) PlanNorthstar Memorial Group, LL…$70MCurbell, Inc. 401(k) Plan$70MInfo Tech, Inc. 401(k) Retirement Savings PlanInfo Tech, Inc. 401(k) Retir…$70MAb Mauri Food Inc. Savings PlanAb Mauri Food Inc. Savings P…$70M
End-of-year total assets ($M) among Northstar Memorial Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$70M
Net Income$12M
Employer EIN205699506
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nsmg Shared Services, LLC)

Sponsor-wide plan assets over time

All Nsmg Shared Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$81M 15.21459333852212% vs 2023
2024 filing year
$65M$70M$75M$80M$85M 20232024 $69.9M $80.5M ▲ +15.2%
Year Plans Participants Total Assets
2023 1 1,288 $70M
2024 1 1,366 $81M

Nearby 401(k) Plans in Texas

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

Northstar Memorial Group, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Northstar Memorial Group, LLC 401(k) Plan, Total assets ($B): 0.069873744 · Participants: 1288Northstar Memorial Group, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Northstar Memorial Group, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Northstar Memorial Group, LLC 401(k) Plan side-by-side with 3 peers →

Northstar Memorial Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Curbell, Inc. 401(k) Plan in NY ($70M); by covered participants it is Anduril Industries 401(k) Plan in CA (1,288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,288 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 Northstar Memorial Group, LLC 401(k) Plan assets move in 2023? ▼
Northstar Memorial Group, LLC 401(k) Plan grew sharply - up 20.9% during 2023, from $58M to $70M. Reported net income was $12M.
How have Nsmg Shared Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Nsmg Shared Services, LLC's sponsor-wide assets grew 15.2%, from $70M to $81M.
Where does Northstar Memorial Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Northstar Memorial Group, LLC 401(k) Plan ranks in the 89th 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 401(k) plans are similar in size to Northstar Memorial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Curbell, Inc. 401(k) Plan in NY ($70M, 497 participants).
Which 401(k) plans cover a similar participant headcount to Northstar Memorial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anduril Industries 401(k) Plan in CA (1,288 participants, $61M 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 205699506.

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.