401(k) · DOL Form 5500 · 2024

Northstar Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
260
Participants Below avg headcount
76th
Percentile by assets National rank
$104,166
Avg per participant Below avg balance/head
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Official DOL plan name: Northstar Financial Group Employees' 401(k) Savings Plan · Sponsored by Northstar Financial Group, Inc. · Michigan · Finance & Insurance

$27M in assets, 260 participants

Northstar Financial Group, Inc.'s Northstar Financial Group Employees' 401(k) Savings Plan reported $27M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,342 in Finance & Insurance (8,549 peers)

Coverage in Michigan

Northstar Financial Group Employees' 401(k) Savings Plan covers 260 participants in Michigan, about 41% of the average Michigan filer (state average ~638 per filing). Assets: $27M.

#5,342
in Finance & Insurance (8,549 peers)
+21.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Northstar Financial Group Employees' 401(k) Savings Plan's outsized position by total assets

Northstar Financial Group Employees' 401(k) Savings Plan vs every filed plan by assets

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

$27,083,244 Top 24% higher than 76% 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

Northstar Financial Group Employees' 401(k) Savings 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. Northstar Financial Group Employees' 401(k) Savings Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northstar Financial Group Employees' 401(k) Savings Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Northstar Financial Group Employees' 401(k) Savings Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Northstar Financial Group Employees' 401(k) Savings Plan reported participants rose from 254 in the plan year 2023 filing to 260 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 383552452 · Northstar Financial Group, Inc. PY 2024 · 401(k)

Northstar Financial Group Employees' 401(k) Savings Plan · $27M · 260 · 76th

  • 5500 $27M
  • ASSETS 260
  • PCT 76th
  • EIN 401(k)
  • RANK near Dixie Chemical Company, Inc. 401(k) Plan
  • PHOTO ind #5342

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 Michigan →

Northstar Financial Group Employees' 401(k) Savings Plan in the asset neighbourhood

Northstar Financial Group Employees' 401(k) Savings PlanNorthstar Financial Group Em…$27MDixie Chemical Company, Inc. 401(k) PlanDixie Chemical Company, Inc.…$27MCorry Manufacturing Company 401(k) Profit Sharing PlanCorry Manufacturing Company …$27MThe Tax Savers Plan of the Vollrath Company LLC UAW EmployeesThe Tax Savers Plan of the V…$27MGmi Holding, Inc. 401(k) Plan$27M
End-of-year total assets ($M) among Northstar Financial Group Employees' 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN383552452
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northstar Financial Group, Inc.)

Sponsor-wide plan assets over time

All Northstar Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 43.88031017049262% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.8M $27.1M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 247 $19M
2023 1 254 $22M
2024 1 260 $27M

Nearby 401(k) Plans in Michigan

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

Northstar Financial Group Employees' 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Northstar Financial Group Employees' 401(k) Savings Plan, Total assets ($B): 0.027083244 · Participants: 260Northstar Financial Group Employees' 401(k) Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Northstar Financial Group Employees' 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Northstar Financial Group Employees' 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Dixie Chemical Company, Inc. 401(k) Plan in TX ($27M); by covered participants it is Keystone Natural Holdings 401(k) Plan in PA (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Northstar Financial Group Employees' 401(k) Savings Plan assets move in 2024?
Northstar Financial Group Employees' 401(k) Savings Plan grew sharply - up 21.1% during 2024, from $22M to $27M. Reported net income was $5M.
How have Northstar Financial Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Northstar Financial Group, Inc.'s sponsor-wide assets grew 43.9%, from $19M to $27M.
Where does Northstar Financial Group Employees' 401(k) Savings Plan rank by assets among Form 5500 filers?
Northstar Financial Group Employees' 401(k) Savings Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Northstar Financial Group Employees' 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Dixie Chemical Company, Inc. 401(k) Plan in TX ($27M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Northstar Financial Group Employees' 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Keystone Natural Holdings 401(k) Plan in PA (260 participants, $2M in assets).