401(k) · DOL Form 5500 · 2023

Northside Elevator, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
118
Participants Small participant base
69th
Percentile by assets National rank
$140,470
Avg per participant Near avg balance/head
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Official DOL plan name: Northside Elevator, Inc. Profit Sharing Plan · Sponsored by Northside Elevator, Inc. · Wisconsin · Agriculture, Forestry & Fishing

$17M in assets, 118 participants

Northside Elevator, Inc.'s Northside Elevator, Inc. Profit Sharing Plan reported $17M in total assets and 118 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.

  • #984 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Wisconsin

Northside Elevator, Inc. Profit Sharing Plan covers 118 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#984
in Agriculture, Forestry & Fishing (1,288 peers)
+20.8%
assets growth YoY

Northside Elevator, Inc. Profit Sharing Plan's outsized position by total assets

Northside Elevator, Inc. Profit Sharing Plan vs every filed plan by assets

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

$16,575,430 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

Northside Elevator, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northside Elevator, Inc. Profit Sharing Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northside Elevator, Inc. Profit Sharing Plan reported net income rose from $860K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Northside Elevator, Inc. Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Northside Elevator, Inc. Profit Sharing Plan reported participants rose from 103 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391051310 · Northside Elevator, Inc. PY 2023 · 401(k)

Northside Elevator, Inc. Profit Sharing Plan · $17M · 118 · 69th

  • TYPE $17M
  • NET 118
  • BOOK 69th
  • VS-ST 401(k)
  • BOY near Casa 401(k) Plan
  • SCH ind #984

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Wisconsin →

Northside Elevator, Inc. Profit Sharing Plan in the asset neighbourhood

Northside Elevator, Inc. Profit Sharing PlanNorthside Elevator, Inc. Pro…$17MCasa 401(k) Plan$17MIBEW Lu2221 Employee Retirement PlanIBEW Lu2221 Employee Retirem…$17MStafford Management, LLC 401(k) PlanStafford Management, LLC 401…$17MThe Tkl Profit Sharing & 401(k) Savings PlanThe Tkl Profit Sharing & 401…$17M
End-of-year total assets ($M) among Northside Elevator, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN391051310
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northside Elevator, Inc.)

Sponsor-wide plan assets over time

All Northside Elevator, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 36.67242147845021% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $18.8M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 103 $14M
2023 1 118 $17M
2024 1 114 $19M

Nearby 401(k) Plans in Wisconsin

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

Northside Elevator, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Northside Elevator, Inc. Profit Sharing Plan, Total assets ($B): 0.01657543 · Participants: 118Northside Elevator, Inc. Profit Sharing 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
Northside Elevator, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Northside Elevator, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Casa 401(k) Plan in TX ($17M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Northside Elevator, Inc. Profit Sharing Plan assets move in 2023?
Northside Elevator, Inc. Profit Sharing Plan grew sharply - up 20.8% during 2023, from $14M to $17M. Reported net income was $3M.
How have Northside Elevator, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Northside Elevator, Inc.'s sponsor-wide assets grew 36.7%, from $14M to $19M.
Which 401(k) plans are similar in size to Northside Elevator, Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Casa 401(k) Plan in TX ($17M, 549 participants).
Which 401(k) plans cover a similar participant headcount to Northside Elevator, Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 participants, N/A in assets).