401(k) · DOL Form 5500 · 2024

North Shore Bank, Fsb 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
453
Participants Below avg headcount
85th
Percentile by assets National rank
$118,291
Avg per participant Near avg balance/head
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Official DOL plan name: North Shore Bank 401(k) Plan · Sponsored by North Shore Bank, Fsb · Wisconsin · Finance & Insurance

$54M in assets, 453 participants

North Shore Bank, Fsb's North Shore Bank 401(k) Plan reported $54M in total assets and 453 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,556 in Finance & Insurance (8,549 peers)

Where North Shore Bank 401(k) Plan sits by assets

North Shore Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $54M for 453 participants (~$118,291/participant), up 8.8% in 2024.

#6,556
in Finance & Insurance (8,549 peers)
+8.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

North Shore Bank 401(k) Plan's outsized position by total assets

North Shore Bank 401(k) Plan vs every filed plan by assets

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

$53,585,943 Top 15% higher than 85% 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 401(k) 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 Shore Bank 401(k) Plan sits mid-pack in the medium band (453 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Shore Bank 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • North Shore Bank 401(k) Plan end-of-year assets rose from $49M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • North Shore Bank 401(k) Plan reported participants rose from 438 in the plan year 2023 filing to 453 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390506400 · North Shore Bank, Fsb PY 2024 · 401(k)

North Shore Bank 401(k) Plan · $54M · 453 · 85th

  • ASSETS $54M
  • ASSETS 453
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Jrm Construction Management 401(k) Plan
  • ASSETS ind #6556

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 401(k) Plan in the asset neighbourhood

North Shore Bank 401(k) Plan$54MJrm Construction Management 401(k) PlanJrm Construction Management …$54MFrontier Cooperative 401(k) PlanFrontier Cooperative 401(k) …$54MAmerex Corporation 401(k) Savings PlanAmerex Corporation 401(k) Sa…$54MCommunity Services Group 401(k) Retirement PlanCommunity Services Group 401…$54M
End-of-year total assets ($M) among North Shore Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$54M
Net Income$4M
Employer EIN390506400
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Shore Bank, Fsb)

Sponsor-wide plan assets over time

All North Shore Bank, Fsb 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 401(k) Plans in Wisconsin

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

North Shore Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants North Shore Bank 401(k) Plan, Total assets ($B): 0.053585943 · Participants: 453North Shore Bank 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
North Shore Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare North Shore Bank 401(k) Plan side-by-side with 3 peers →

North Shore Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Jrm Construction Management 401(k) Plan in NY ($54M); by covered participants it is Klinger Companies, L.L.C. 401(k) Plan in IA (453 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (453 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 401(k) Plan assets move in 2024? ▼
North Shore Bank 401(k) Plan grew at a solid clip - up 8.8% during 2024, from $49M to $54M. Reported net income was $4M.
How have North Shore Bank, Fsb plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Shore Bank, Fsb's sponsor-wide assets grew 22.7%, from $74M to $91M.
Where does North Shore Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
North Shore Bank 401(k) Plan ranks in the 85th 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 North Shore Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jrm Construction Management 401(k) Plan in NY ($54M, 532 participants).
Which 401(k) plans cover a similar participant headcount to North Shore Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Klinger Companies, L.L.C. 401(k) Plan in IA (453 participants, $70M 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.