401(k)
2024 plan-year 401(k) DOL Form 5500

North Shore Healthcare, LLC Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by North Shore Healthcare, LLC · Wisconsin · Healthcare & Social Assistance

What the 2023 filing shows

North Shore Healthcare, LLC Retirement Savings Plan holds $19M for 3,416 participants — about $5,525 per participant, up 15.9% over the 2024 plan year.

$19M
total plan assets (2024 EOY)
3,416
covered participants
$5,525
avg assets per participant
+15.9%
assets growth YoY
Total Assets (2023)
$19M
Participants
3,416
State
Industry
Healthcare & Social Assistance

What the Filing Says About North Shore Healthcare, LLC Retirement Savings Plan

North Shore Healthcare, LLC Retirement Savings Plan is a 401(k) retirement plan sponsored by North Shore Healthcare, LLC, headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 3,416 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 475124382, and the plan has been effective since 2017-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2024 to $19M at year-end — a gain of 15.9%. Net assets (after liabilities) closed the year at $19M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$3M
Plan Type401(k)
Employer EIN475124382
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Shore Healthcare, LLC)

Year Plans Participants Total Assets
2022 1 2,718 $14M
2023 1 2,910 $16M
2024 1 3,416 $19M

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Frequently Asked Questions

How much money is in the North Shore Healthcare, LLC Retirement Savings Plan?
As of the 2024 Form 5500 filing, North Shore Healthcare, LLC Retirement Savings Plan holds $19M in total assets with 3,416 participants. It is sponsored by North Shore Healthcare, LLC.
What type of plan is North Shore Healthcare, LLC Retirement Savings Plan?
North Shore Healthcare, LLC Retirement Savings Plan is a 401(k) plan. It has been effective since 2017-01-01. The plan is filed with the U.S. Department of Labor under EIN 475124382.
Who sponsors the North Shore Healthcare, LLC Retirement Savings Plan?
North Shore Healthcare, LLC Retirement Savings Plan is sponsored by North Shore Healthcare, LLC, located in Wisconsin. The sponsor's EIN is 475124382 and the plan operates in the Healthcare & Social Assistance industry.
How did North Shore Healthcare, LLC Retirement Savings Plan perform in 2024?
North Shore Healthcare, LLC Retirement Savings Plan grew by 15.9% during 2024, moving from $16M to $19M in total assets. Net income was $3M.
Where can I find official filings for North Shore Healthcare, LLC Retirement Savings Plan?
Official Form 5500 filings for North Shore Healthcare, LLC Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 475124382 or plan name at efast.dol.gov.
How does North Shore Healthcare, LLC Retirement Savings Plan compare to other plans?
You can compare North Shore Healthcare, LLC Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 475124382.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.