401(k) · DOL Form 5500 · 2024
North Shore Trust and Savings 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 47
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $191,488
- Avg per participant Above avg balance/head
Official DOL plan name: North Shore Trust and Savings 401(k) and Profit Sharing Plan · Sponsored by North Shore Trust and Savings · Illinois · Finance & Insurance
$9M in assets, 47 participants
North Shore Trust and Savings's North Shore Trust and Savings 401(k) and Profit Sharing Plan reported $9M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #3,202 in Finance & Insurance (8,549 peers)
North Shore Trust and Savings multi-year trail
North Shore Trust and Savings's plans moved +21.4% in assets from 2022 to 2024; this filing shows North Shore Trust and Savings 401(k) and Profit Sharing Plan at $9M / 47 participants.
- #3,202
- in Finance & Insurance (8,549 peers)
- -2.0%
- assets change YoY
The plan reported a net loss of $183K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
North Shore Trust and Savings 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
North Shore Trust and Savings 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,999,944 Top 47% higher than 53% 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 Shore Trust and Savings 401(k) and Profit Sharing Plan 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 401(k) and Profit Sharing Plan is a small filing (47 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- North Shore Trust and Savings 401(k) and Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$183K in the plan year 2024 filing.
- North Shore Trust and Savings 401(k) and Profit Sharing Plan reported participants rose from 36 in the plan year 2023 filing to 47 in the plan year 2024 filing.
- North Shore Trust and Savings 401(k) and Profit Sharing Plan end-of-year assets fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 361558290 · North Shore Trust and Savings PY 2024 · 401(k)
North Shore Trust and Savings 401(k) and Profit Sharing Plan · $9M · 47 · 53rd
- TYPE $9M
- NET 47
- BOOK 53rd
- VS-ST 401(k)
- BOY near Cancer Specialists of Tidewater, Ltd. 401(k) Profit Sharing Plan
- SCH ind #3202
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 Finance & Insurance retirement plans → · Plans in Illinois →
North Shore Trust and Savings 401(k) and Profit Sharing Plan in the asset neighbourhood
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
- $9M 21.415410301649022% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $7M |
| 2023 | 1 | 36 | $9M |
| 2024 | 1 | 47 | $9M |
North Shore Trust and Savings filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$183K |
| Employer EIN | 361558290 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
North Shore Trust and Savings 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Cancer Specialists of Tidewater, Ltd. 401(k) Profit Sharing Plan in VA ($9M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (47 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.