ESOP · DOL Form 5500 · 2024

North Shore Trust and Savings ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
33
Participants Small participant base
42nd
Percentile by assets National rank
$150,714
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: North Shore Trust and Savings ESOP · Sponsored by North Shore Trust and Savings · Illinois · Finance & Insurance

$5M in assets, 33 participants

North Shore Trust and Savings's North Shore Trust and Savings ESOP reported $5M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,416 in Finance & Insurance (8,549 peers)

North Shore Trust and Savings multi-year trail

North Shore Trust and Savings's plans moved +13.7% in assets from 2022 to 2024; this filing shows North Shore Trust and Savings ESOP at $5M / 33 participants.

#2,416
in Finance & Insurance (8,549 peers)
+21.1%
assets growth YoY

North Shore Trust and Savings ESOP's mid-pack asset rank among Finance & Insurance and all filers

North Shore Trust and Savings ESOP vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,973,560 42nd percentile higher than 42% of 123,620 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 2024

North Shore Trust and Savings ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Shore Trust and Savings ESOP is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Shore Trust and Savings ESOP reported net income rose from -$95K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • North Shore Trust and Savings ESOP end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • North Shore Trust and Savings ESOP reported participants rose from 31 in the plan year 2023 filing to 33 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 872522769 · North Shore Trust and Savings PY 2024 · ESOP

North Shore Trust and Savings ESOP · $5M · 33 · 42nd

  • PHOTO $5M
  • IND 33
  • EOY 42nd
  • 5500 ESOP
  • ASSETS near Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan
  • PCT ind #2416

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 What is an ESOP? → · Plans in Illinois →

North Shore Trust and Savings ESOP in the asset neighbourhood

Thomco Specialty Products, Inc. Employee Stock Ownership PlanThomco Specialty Products, I…$5MMidland Financial Corp. Employee Stock Ownership PlanMidland Financial Corp. Empl…$5MNorth Shore Trust and Savings ESOPNorth Shore Trust and Saving…$5MNelson-Rudie & Associates, Inc. Employee Stock Ownership PlanNelson-Rudie & Associates, I…$5MWebb Insurance Agency Employee Stock Ownership PlanWebb Insurance Agency Employ…$5M
End-of-year total assets ($M) among North Shore Trust and Savings ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

North Shore Trust and Savings multi-year asset trail

Sponsor-wide plan assets over time

All North Shore Trust and Savings plans reported in each filing year

Latest sponsor-wide plan assets
$5M 13.694391060553448% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.37M $4.97M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 31 $4M
2023 1 31 $4M
2024 1 33 $5M

North Shore Trust and Savings filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN872522769
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

North Shore Trust and Savings ESOP vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants North Shore Trust and Savings ESOP, Total assets ($B): 0.00497356 · Participants: 33North Shore Trust and Savings ESOPAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
North Shore Trust and Savings ESOP vs. nearby ESOP plans in Illinois, assets vs. participants
Compare North Shore Trust and Savings ESOP side-by-side with 3 peers →

North Shore Trust and Savings ESOP's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan in MN ($5M); by covered participants it is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did North Shore Trust and Savings ESOP assets move in 2024? ▼
North Shore Trust and Savings ESOP grew sharply - up 21.1% during 2024, from $4M to $5M. Reported net income was $1M.
How have North Shore Trust and Savings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Shore Trust and Savings's sponsor-wide assets grew 13.7%, from $4M to $5M.
Which ESOP plans are similar in size to North Shore Trust and Savings ESOP? ▼
Among ESOP plans in other states, the closest by assets is Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan in MN ($5M, 50 participants).
Which ESOP plans cover a similar participant headcount to North Shore Trust and Savings ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 872522769.

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.