Other
2024 plan-year Other DOL Form 5500

North Shore Trust and Savings ESOP

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by North Shore Trust and Savings · Illinois · Finance & Insurance

What the 2023 filing shows

North Shore Trust and Savings ESOP holds N/A for 33 participants.

N/A
total plan assets (2024 EOY)
33
covered participants
Total Assets (2023)
N/A
Participants
33
State
Industry
Finance & Insurance

What the Filing Says About North Shore Trust and Savings ESOP

North Shore Trust and Savings ESOP is a Other retirement plan sponsored by North Shore Trust and Savings, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 33 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 872522769, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN872522769
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Shore Trust and Savings)

Year Plans Participants Total Assets
2022 1 31 N/A
2023 1 31 N/A
2024 1 33 N/A

Nearby Other Plans in Illinois

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

Frequently Asked Questions

How much money is in the North Shore Trust and Savings ESOP?
As of the 2024 Form 5500 filing, North Shore Trust and Savings ESOP holds N/A in total assets with 33 participants. It is sponsored by North Shore Trust and Savings.
What type of plan is North Shore Trust and Savings ESOP?
North Shore Trust and Savings ESOP is a Other plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 872522769.
Who sponsors the North Shore Trust and Savings ESOP?
North Shore Trust and Savings ESOP is sponsored by North Shore Trust and Savings, located in Illinois. The sponsor's EIN is 872522769 and the plan operates in the Finance & Insurance industry.
How did North Shore Trust and Savings ESOP perform in 2024?
North Shore Trust and Savings ESOP held N/A in total assets at the end of 2024.
Where can I find official filings for North Shore Trust and Savings ESOP?
Official Form 5500 filings for North Shore Trust and Savings ESOP are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 872522769 or plan name at efast.dol.gov.
How does North Shore Trust and Savings ESOP compare to other plans?
You can compare North Shore Trust and Savings ESOP against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.