Other · DOL Form 5500 · 2024

North, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
189
Participants Below avg headcount
46th
Percentile by assets National rank
$33,646
Avg per participant Low balance/head
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Official DOL plan name: North, Inc. Employee Savings Plan · Sponsored by North, Inc. · Pennsylvania · Healthcare & Social Assistance

$6M in assets, 189 participants

North, Inc.'s North, Inc. Employee Savings Plan reported $6M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,561 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

North, Inc. Employee Savings Plan covers 189 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#8,561
in Healthcare & Social Assistance (16,916 peers)
+3.6%
assets growth YoY

North, Inc. Employee Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

North, Inc. Employee Savings Plan vs every filed plan by assets

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

$6,359,023 46th percentile higher than 46% 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, Inc. Employee Savings 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, Inc. Employee Savings Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North, Inc. Employee Savings Plan reported net income fell from $2M in the plan year 2023 filing to $220K in the plan year 2024 filing.
  • North, Inc. Employee Savings Plan reported participants rose from 121 in the plan year 2023 filing to 189 in the plan year 2024 filing.
  • North, Inc. Employee Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237399017 · North, Inc. PY 2024 · Other

North, Inc. Employee Savings Plan · $6M · 189 · 46th

  • BOOK $6M
  • VS-ST 189
  • BOY 46th
  • SCH Other
  • EBSA near The Joffrey Ballet 403(b) Retirement Plan
  • PART ind #8561

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 Pennsylvania →

North, Inc. Employee Savings Plan in the asset neighbourhood

Westminster Christian School 403(b) PlanWestminster Christian School…$6MNorth, Inc. Employee Savings PlanNorth, Inc. Employee Savings…$6MThe Joffrey Ballet 403(b) Retirement PlanThe Joffrey Ballet 403(b) Re…$6MSante Group Companies 403b Retirement PlanSante Group Companies 403b R…$6MSourcepoint Matched Savings PlanSourcepoint Matched Savings …$6M
End-of-year total assets ($M) among North, Inc. Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$220K
Employer EIN237399017
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North, Inc.)

Sponsor-wide plan assets over time

All North, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 54.0322810915483% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $13.8M $6.36M ▼ -54.0%
Year Plans Participants Total Assets
2022 6 925 $14M
2023 1 121 $6M
2024 1 189 $6M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

North, Inc. Employee Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants North, Inc. Employee Savings Plan, Total assets ($B): 0.006359023 · Participants: 189North, Inc. Employee Savings PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
North, Inc. Employee Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare North, Inc. Employee Savings Plan side-by-side with 3 peers →

North, Inc. Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is The Joffrey Ballet 403(b) Retirement Plan in IL ($6M); by covered participants it is Group Health Plan, Inc. 403(b)(7) Plan in MN (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 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, Inc. Employee Savings Plan assets move in 2024? ▼
North, Inc. Employee Savings Plan edged up modestly - up 3.6% during 2024, from $6M to $6M. Reported net income was $220K.
How have North, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North, Inc.'s sponsor-wide assets declined 54.0%, from $14M to $6M.
Which Other plans are similar in size to North, Inc. Employee Savings Plan? ▼
Among Other plans in other states, the closest by assets is The Joffrey Ballet 403(b) Retirement Plan in IL ($6M, 103 participants).
Which Other plans cover a similar participant headcount to North, Inc. Employee Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Group Health Plan, Inc. 403(b)(7) Plan in MN (189 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 237399017.

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.