401(k) · DOL Form 5500 · 2024

North Star Insurance Advisors 401(k) Plan

Data updated 2026-08-25

$777K
Total assets Small plan by assets: 153
Participants Small participant base: 21st
Percentile by assets National rank: $5,079
Avg per participant Low balance/head

Official DOL plan name: North Star Employee Retirement Plan · Sponsored by North Star Insurance Advisors · Missouri · Finance & Insurance

$777K in assets, 153 participants

North Star Insurance Advisors's North Star Employee Retirement Plan reported $777K in total assets and 153 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.

#1,000 in Finance & Insurance (8,549 peers)

Coverage in Missouri

North Star Employee Retirement Plan covers 153 participants in Missouri, about 21% of the average Missouri filer (state average ~737 per filing). Assets: $777K.

#1,000
in Finance & Insurance (8,549 peers): +21.4%
assets growth YoY

North Star Employee Retirement Plan among the smaller filed plans by assets

North Star Employee Retirement Plan vs every filed plan by assets

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

$777,075 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 Employee Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Star Employee Retirement Plan sits mid-pack in the medium band (153 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 474437116 · North Star Insurance Advisors PY 2024 · 401(k)

North Star Employee Retirement Plan · $777K · 153 · 21st

VS-ST $777K
VS-ST 153
VS-ST 21st
VS-ST 401(k)
VS-ST near Twin Restaurant Holding Employee 401(k) Plan
VS-ST ind #1000

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 Missouri →

End-of-year total assets ($M) among North Star Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)	$640K
Net Assets (End of Year)	$777K
Net Income	$137K
Employer EIN	474437116
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

North Star Employee Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
Emerson Savings Plan $7.4B · 8,315
Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
Centene Management Corporation Retirement Plan $4.7B · 53,760

Compare North Star Employee Retirement Plan side-by-side with 3 peers →

North Star Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Twin Restaurant Holding Employee 401(k) Plan in TX ($777K); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($777K here).

Twin Restaurant Holding Employee 401(k) Plan (TX) $777K · 1,271
Sharevest, Inc., 401(k) Profit Sharing Plan (CA) $777K · 4
Purves & Associates Insurance 401(k) Profit Sharing Plan & Trust (CA) $777K · 11
Family Medicine Partners of Santa Fe Retirement Plan (NM) $777K · 6

Similar participant headcount

Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.

American Guardian Warranty 401(k) Plan (IL) 153 · 0 off
Complete Industries, Inc. 401(k) Profit Sharing Plan (MD) 153 · 0 off
Atkinson Candy Company 401(k) Profit Sharing Plan (TX) 153 · 0 off
Wec Energy Group Limited Retirement Savings Plan (WI) 153 · 0 off

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 Star Employee Retirement Plan assets move in 2024? ▼

North Star Employee Retirement Plan grew sharply - up 21.4% during 2024, from $640K to $777K. Reported net income was $137K.

Where does North Star Employee Retirement Plan rank by assets among Form 5500 filers? ▼

North Star Employee Retirement Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to North Star Employee Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Twin Restaurant Holding Employee 401(k) Plan in TX ($777K, 1,271 participants).

Which 401(k) plans cover a similar participant headcount to North Star Employee Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 participants, N/A 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 474437116.