Defined Benefit (Pension) · DOL Form 5500 · 2024

Norris, Inc. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
10
Participants Small participant base
60th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Norris, Inc. Pension Plan · Sponsored by Norris, Inc. · Wisconsin · Healthcare & Social Assistance

$12M in assets, 10 participants

Norris, Inc.'s Norris, Inc. Pension Plan reported $12M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,030 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Norris, Inc. Pension Plan holds $12M for 10 participants - about $1.2M per participant, above the median plan by assets.

#11,030
in Healthcare & Social Assistance (16,916 peers)
+0.1%
assets growth YoY

Norris, Inc. Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Norris, Inc. Pension Plan vs every filed plan by assets

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

$12,120,626 Top 40% higher than 60% 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

Norris, Inc. Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norris, Inc. Pension Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Norris, Inc. Pension Plan reported net income fell from $1M in the plan year 2023 filing to $16K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390833609 · Norris, Inc. PY 2024 · Defined Benefit (Pension)

Norris, Inc. Pension Plan · $12M · 10 · 60th

  • VS-ST $12M
  • VS-ST 10
  • VS-ST 60th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Pribanic & Pribanic, LLC Defined Benefit Pension Plan and Trust
  • VS-ST ind #11030

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Norris, Inc. Pension Plan in the asset neighbourhood

Revised Pension Plan for Hourly Rated Employees of L3harris Cincinnati Electronics CorporationRevised Pension Plan for Hou…$12MBear River Mutual Insurance Company Defined Benefit PlanBear River Mutual Insurance …$12MNorris, Inc. Pension Plan$12MPribanic & Pribanic, LLC Defined Benefit Pension Plan and TrustPribanic & Pribanic, LLC Def…$12MWhitney Museum of American Art Retirement PlanWhitney Museum of American A…$12M
End-of-year total assets ($M) among Norris, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$16K
Employer EIN390833609
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norris, Inc.)

Sponsor-wide plan assets over time

All Norris, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 9.25169876716006% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 202220232024 $11.1M $12.1M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 10 $11M
2023 1 10 $12M
2024 1 10 $12M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Norris, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Norris, Inc. Pension Plan, Total assets ($B): 0.012120626 · Participants: 10Norris, Inc. Pension 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
Norris, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Norris, Inc. Pension Plan side-by-side with 3 peers →

Norris, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Pribanic & Pribanic, LLC Defined Benefit Pension Plan and Trust in PA ($12M); by covered participants it is Pension Plan for Hourly Paid Employees of Delta Star, Inc. in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Norris, Inc. Pension Plan assets move in 2024? ▼
Norris, Inc. Pension Plan held essentially flat - up 0.1% during 2024, from $12M to $12M. Reported net income was $16K.
How have Norris, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norris, Inc.'s sponsor-wide assets grew 9.3%, from $11M to $12M.
Which Defined Benefit (Pension) plans are similar in size to Norris, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pribanic & Pribanic, LLC Defined Benefit Pension Plan and Trust in PA ($12M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Norris, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly Paid Employees of Delta Star, Inc. in VA (10 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 390833609.

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.