401(k) · DOL Form 5500 · 2024
North Star Investment Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $793K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $396,397
- Avg per participant High balance/head
Official DOL plan name: North Star Investment Partners, Inc. 401(k) Plan · Sponsored by North Star Investment Partners, Inc. · Pennsylvania · Real Estate
$793K in assets, 2 participants
North Star Investment Partners, Inc.'s North Star Investment Partners, Inc. 401(k) Plan reported $793K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #1,713 in Real Estate (4,605 peers)
North Star Investment Partners, Inc. multi-year trail
North Star Investment Partners, Inc.'s plans moved +20.1% in assets from 2022 to 2024; this filing shows North Star Investment Partners, Inc. 401(k) Plan at $793K / 2 participants.
- #1,713
- in Real Estate (4,605 peers)
- +9.7%
- assets growth YoY
North Star Investment Partners, Inc. 401(k) Plan among the smaller filed plans by assets
North Star Investment Partners, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$792,794 21st percentile higher than 21% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
North Star Investment Partners, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Star Investment Partners, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- North Star Investment Partners, Inc. 401(k) Plan reported net income rose from $62K in the plan year 2023 filing to $70K in the plan year 2024 filing.
- North Star Investment Partners, Inc. 401(k) Plan end-of-year assets rose from $722K in the plan year 2023 filing to $793K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 844538195 · North Star Investment Partners, Inc. PY 2024 · 401(k)
North Star Investment Partners, Inc. 401(k) Plan · $793K · 2 · 21st
- ASSETS $793K
- ASSETS 2
- ASSETS 21st
- ASSETS 401(k)
- ASSETS near Mid Valley Dairy Services, Inc. 401(k) Profit Sharing Plan
- ASSETS ind #1713
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 Real Estate retirement plans → · Plans in Pennsylvania →
North Star Investment Partners, Inc. 401(k) Plan in the asset neighbourhood
North Star Investment Partners, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All North Star Investment Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $793K 20.087006178589874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $660K |
| 2023 | 1 | 2 | $722K |
| 2024 | 1 | 2 | $793K |
North Star Investment Partners, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $722K |
|---|---|
| Net Assets (End of Year) | $793K |
| Net Income | $70K |
| Employer EIN | 844538195 |
| Plan Effective Date | 2020-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
North Star Investment Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Mid Valley Dairy Services, Inc. 401(k) Profit Sharing Plan in OR ($793K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($793K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.