Defined Benefit (Pension) · DOL Form 5500 · 2024

North Shore Holdings Associates, Inc. Pension Plan

Data updated 2026-08-25

$831K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$831,135
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: North Shore Holdings Associates, Inc. Defined Benefit Pension Plan · Sponsored by North Shore Holdings Associates, Inc. · New York · Administrative & Support Services

$831K in assets, 1 participants

North Shore Holdings Associates, Inc.'s North Shore Holdings Associates, Inc. Defined Benefit Pension Plan reported $831K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,952 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, North Shore Holdings Associates, Inc. Defined Benefit Pension Plan ranks #1,952 of 4,368 2024 filers by assets (3471% of the sector average)-$831K for 1 participant.

#1,952
in Administrative & Support Services (4,368 peers)
+17.7%
assets growth YoY

North Shore Holdings Associates, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

North Shore Holdings Associates, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$831,135 22nd percentile higher than 22% 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 Holdings Associates, Inc. Defined Benefit 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. North Shore Holdings Associates, Inc. Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Shore Holdings Associates, Inc. Defined Benefit Pension Plan reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • North Shore Holdings Associates, Inc. Defined Benefit Pension Plan reported net income fell from $220K in the plan year 2023 filing to $125K in the plan year 2024 filing.
  • North Shore Holdings Associates, Inc. Defined Benefit Pension Plan end-of-year assets rose from $706K in the plan year 2023 filing to $831K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 432108475 · North Shore Holdings Associates, Inc. PY 2024 · Defined Benefit (Pension)

North Shore Holdings Associates, Inc. Defined Benefit Pension Plan · $831K · 1 · 22nd

  • PHOTO $831K
  • IND 1
  • EOY 22nd
  • 5500 Defined Benefit (Pension)
  • ASSETS near Corner Fund, Inc. Defined Benefit Pension Plan
  • PCT ind #1952

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 Administrative & Support Services retirement plans → · Plans in New York →

North Shore Holdings Associates, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Vasquez Dental Corporation Cash Balance PlanVasquez Dental Corporation C…$839KTerrainworks, Inc. Cash Balance Pension PlanTerrainworks, Inc. Cash Bala…$840KNorth Shore Holdings Associates, Inc. Defined Benefit Pension PlanNorth Shore Holdings Associa…$831KCorner Fund, Inc. Defined Benefit Pension PlanCorner Fund, Inc. Defined Be…$827KProducers Retirement Plan TrustProducers Retirement Plan Tr…$822K
End-of-year total assets ($M) among North Shore Holdings Associates, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$706K
Net Assets (End of Year)$831K
Net Income$125K
Employer EIN432108475
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Shore Holdings Associates, Inc.)

Sponsor-wide plan assets over time

All North Shore Holdings Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$831K 17.730007209968736% vs 2023
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M 20232024 $0.71M $0.83M ▲ +16.9%
Year Plans Participants Total Assets
2023 1 2 $706K
2024 1 1 $831K

Nearby Defined Benefit (Pension) Plans in New York

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

North Shore Holdings Associates, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants North Shore Holdings Associates, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.000831135 · Participants: 1North Shore Holdings Associates, Inc. Defined Benefit Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
North Shore Holdings Associates, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare North Shore Holdings Associates, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Corner Fund, Inc. Defined Benefit Pension Plan in CA ($827K); by covered participants it is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Holdings Associates, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
North Shore Holdings Associates, Inc. Defined Benefit Pension Plan grew sharply - up 17.7% during 2024, from $706K to $831K. Reported net income was $125K.
How have North Shore Holdings Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), North Shore Holdings Associates, Inc.'s sponsor-wide assets grew 17.7%, from $706K to $831K.
Where does North Shore Holdings Associates, Inc. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
North Shore Holdings Associates, Inc. Defined Benefit Pension Plan ranks in the 22nd 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 Defined Benefit (Pension) plans are similar in size to North Shore Holdings Associates, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Corner Fund, Inc. Defined Benefit Pension Plan in CA ($827K, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to North Shore Holdings Associates, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant, 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 432108475.

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.