Defined Benefit (Pension) · DOL Form 5500 · 2024

North Shore Bank Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
81
Participants Small participant base
81st
Percentile by assets National rank
$467,265
Avg per participant High balance/head
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Official DOL plan name: North Shore Bank Retirement Plan · Sponsored by North Shore Bank · Wisconsin · Finance & Insurance

$38M in assets, 81 participants

North Shore Bank's North Shore Bank Retirement Plan reported $38M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,983 in Finance & Insurance (8,549 peers)

Where North Shore Bank Retirement Plan sits by assets

North Shore Bank Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 81 participants (~$467,265/participant), up 3.3% in 2024.

#5,983
in Finance & Insurance (8,549 peers)
+3.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

North Shore Bank Retirement Plan's outsized position by total assets

North Shore Bank Retirement Plan vs every filed plan by assets

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

$37,848,458 Top 19% higher than 81% 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 Bank Retirement 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 Bank Retirement Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Shore Bank Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • North Shore Bank Retirement Plan reported participants fell from 87 in the plan year 2023 filing to 81 in the plan year 2024 filing.
  • North Shore Bank Retirement Plan end-of-year assets rose from $37M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390506400 · North Shore Bank PY 2024 · Defined Benefit (Pension)

North Shore Bank Retirement Plan · $38M · 81 · 81st

  • VS-ST $38M
  • VS-ST 81
  • VS-ST 81st
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Lamb Weston, Inc. Pension Plan for Plant Hourly Employees
  • VS-ST ind #5983

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 Wisconsin →

North Shore Bank Retirement Plan in the asset neighbourhood

Sharp Corporation Retirement PlanSharp Corporation Retirement…$38MNorth Shore Bank Retirement PlanNorth Shore Bank Retirement …$38MLamb Weston, Inc. Pension Plan for Plant Hourly EmployeesLamb Weston, Inc. Pension Pl…$38MRetirement Income Plan for the Employees of Armacell LLCRetirement Income Plan for t…$38MMichigan Sugar Company Pension PlanMichigan Sugar Company Pensi…$38M
End-of-year total assets ($M) among North Shore Bank Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$38M
Net Income$1M
Employer EIN390506400
Plan Effective Date1952-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (North Shore Bank)

Sponsor-wide plan assets over time

All North Shore Bank plans reported in each filing year

Latest sponsor-wide plan assets
$91M 22.748784492453172% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $74.5M $91.4M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 557 $74M
2023 2 525 $86M
2024 2 534 $91M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

North Shore Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants North Shore Bank Retirement Plan, Total assets ($B): 0.037848458 · Participants: 81North Shore Bank Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
North Shore Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare North Shore Bank Retirement Plan side-by-side with 3 peers →

North Shore Bank Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Lamb Weston, Inc. Pension Plan for Plant Hourly Employees in ID ($38M); by covered participants it is Pension Plan for Employees of Magnesita Refractories Company in PA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Bank Retirement Plan assets move in 2024? ▼
North Shore Bank Retirement Plan edged up modestly - up 3.3% during 2024, from $37M to $38M. Reported net income was $1M.
How have North Shore Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Shore Bank's sponsor-wide assets grew 22.7%, from $74M to $91M.
Where does North Shore Bank Retirement Plan rank by assets among Form 5500 filers? ▼
North Shore Bank Retirement Plan ranks in the 81st 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 Defined Benefit (Pension) plans are similar in size to North Shore Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lamb Weston, Inc. Pension Plan for Plant Hourly Employees in ID ($38M, 2,613 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to North Shore Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Magnesita Refractories Company in PA (81 participants, $71M 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 390506400.

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.