Other · DOL Form 5500 · 2023

North, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
121
Participants Small participant base
48th
Percentile by assets National rank
$50,732
Avg per participant Low balance/head
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Official DOL plan name: North, Inc. Employee Savings Plan · Sponsored by North, Inc. · Pennsylvania · Healthcare & Social Assistance

$6M in assets, 121 participants

North, Inc.'s North, Inc. Employee Savings Plan reported $6M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,405 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

North, Inc. Employee Savings Plan covers 121 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#9,405
in Healthcare & Social Assistance (17,684 peers)
+33.9%
assets growth YoY

North, Inc. Employee Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

North, Inc. Employee Savings Plan vs every filed plan by assets

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

$6,138,567 48th percentile higher than 48% 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, Inc. Employee Savings 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. North, Inc. Employee Savings Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North, Inc. Employee Savings Plan reported net income rose from $820K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • North, Inc. Employee Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • North, Inc. Employee Savings Plan reported participants fell from 147 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237399017 · North, Inc. PY 2023 · Other

North, Inc. Employee Savings Plan · $6M · 121 · 48th

  • NET $6M
  • NET 121
  • NET 48th
  • NET Other
  • NET near Eden 403(b) Retirement Plan
  • NET ind #9405

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 Pennsylvania →

North, Inc. Employee Savings Plan in the asset neighbourhood

North, Inc. Employee Savings PlanNorth, Inc. Employee Savings…$6MEden 403(b) Retirement Plan$6MThe Barrie School Retirement PlanThe Barrie School Retirement…$6MCircle of Life Retirement 403b PlanCircle of Life Retirement 40…$6MNewhaven Counseling and Health Services 403(b) PlanNewhaven Counseling and Heal…$6M
End-of-year total assets ($M) among North, Inc. Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN237399017
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North, Inc.)

Sponsor-wide plan assets over time

All North, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 54.0322810915483% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $13.8M $6.36M ▼ -54.0%
Year Plans Participants Total Assets
2022 6 925 $14M
2023 1 121 $6M
2024 1 189 $6M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

North, Inc. Employee Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants North, Inc. Employee Savings Plan, Total assets ($B): 0.006138567 · Participants: 121North, Inc. Employee Savings PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
North, Inc. Employee Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare North, Inc. Employee Savings Plan side-by-side with 3 peers →

North, Inc. Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Eden 403(b) Retirement Plan in OH ($6M); by covered participants it is Canterbury School, Inc. 403(b) Retirement Plan in FL (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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, Inc. Employee Savings Plan assets move in 2023? ▼
North, Inc. Employee Savings Plan surged - up 33.9% during 2023, from $5M to $6M. Reported net income was $2M.
How have North, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North, Inc.'s sponsor-wide assets declined 54.0%, from $14M to $6M.
Which Other plans are similar in size to North, Inc. Employee Savings Plan? ▼
Among Other plans in other states, the closest by assets is Eden 403(b) Retirement Plan in OH ($6M, 167 participants).
Which Other plans cover a similar participant headcount to North, Inc. Employee Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Canterbury School, Inc. 403(b) Retirement Plan in FL (121 participants, $18M 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 237399017.

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.