401(k) · DOL Form 5500 · 2024
North Shore Healthcare, LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 3,416
- Participants Above avg headcount
- 69th
- Percentile by assets National rank
- $5,525
- Avg per participant Low balance/head
Official DOL plan name: North Shore Healthcare, LLC Retirement Savings Plan · Sponsored by North Shore Healthcare, LLC · Wisconsin · Healthcare & Social Assistance
$19M in assets, 3,416 participants
North Shore Healthcare, LLC's North Shore Healthcare, LLC Retirement Savings Plan reported $19M in total assets and 3,416 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,495 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
North Shore Healthcare, LLC Retirement Savings Plan covers 3,416 participants in Wisconsin, 6.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $19M.
- #12,495
- in Healthcare & Social Assistance (16,916 peers)
- +15.9%
- assets growth YoY
North Shore Healthcare, LLC Retirement Savings Plan's outsized position by total assets
North Shore Healthcare, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,873,649 Top 31% higher than 69% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
North Shore Healthcare, LLC Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Shore Healthcare, LLC Retirement Savings Plan lands in the large band (3,416 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- North Shore Healthcare, LLC Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- North Shore Healthcare, LLC Retirement Savings Plan reported participants rose from 2,910 in the plan year 2023 filing to 3,416 in the plan year 2024 filing.
- North Shore Healthcare, LLC Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 475124382 · North Shore Healthcare, LLC PY 2024 · 401(k)
North Shore Healthcare, LLC Retirement Savings Plan · $19M · 3,416 · 69th
- 5500 $19M
- ASSETS 3,416
- PCT 69th
- EIN 401(k)
- RANK near Peachtree Hotel Group 401(k) Plan
- PHOTO ind #12495
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 →
North Shore Healthcare, LLC Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 475124382 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Shore Healthcare, LLC)
Sponsor-wide plan assets over time
All North Shore Healthcare, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 30.394677498962295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,718 | $14M |
| 2023 | 1 | 2,910 | $16M |
| 2024 | 1 | 3,416 | $19M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
North Shore Healthcare, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Peachtree Hotel Group 401(k) Plan in GA ($19M); by covered participants it is Evolent Health 401(k) Plan in VA (3,417 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Peachtree Hotel Group 401(k) Plan (GA) $19M · 1,433
- Meridian 401(k) Plan (UT) $19M · 2,202
- Paynecrest Electric, Inc. Profit Sharing & 401(k) Plan (MO) $19M · 88
- Echo Health, Inc 401(k) Savings Plan (OH) $19M · 172
Similar participant headcount
Nearest other-state filings by covered participants (3,416 participants); asset peers above are excluded.
- Evolent Health 401(k) Plan (VA) 3,417 · 1 off
- Lee Enterprises, Inc. Employees Retirement Account Plan (IA) 3,415 · 1 off
- Acuren Inspection, Inc. Retirement Savings Plan (CT) 3,414 · 2 off
- Amick Farms, LLC 401(k) Plan (SC) 3,418 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.