Money Purchase · DOL Form 5500 · 2022
Nfc Holdings Inc Money Purchase Plan
Data updated 2026-08-11
- $7M
- Total assets
- 9
- Participants
- 58th
- Percentile by assets
- $801,189
- Avg per participant
Official DOL plan name: Northeast Financial Consultants Inc · Sponsored by Nfc Holdings Inc · Connecticut · Finance & Insurance
$7M in assets, 9 participants
Nfc Holdings Inc's Northeast Financial Consultants Inc reported $7M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- 58th percentile by assets (of 139,126 plans)
- #3,857 in Finance & Insurance (9,261 peers)
Nfc Holdings Inc multi-year trail
Nfc Holdings Inc's plans moved +58.4% in assets from 2022 to 2024; this filing shows Northeast Financial Consultants Inc at $7M / 9 participants.
- $7M
- total plan assets (2022 EOY)
- 9
- covered participants
- 58th
- percentile by assets (of 139,126 plans)
- $801,189
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Northeast Financial Consultants Inc sits by total assets
Northeast Financial Consultants Inc vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,210,700 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Nfc Holdings Inc across 3 plan years on file
Across the 3 plan years Nfc Holdings Inc has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $11M, a gain of 58.4%, while reported participants moved from 9 to 9 (+0.0%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($7M).
Nfc Holdings Inc multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $7M |
| 2023 | 1 | 9 | $9M |
| 2024 | 1 | 9 | $11M |
Nfc Holdings Inc filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$3M |
| Employer EIN | 364958064 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- New England Electrical Workers Money Purchase Plan and Trust $608M · 7,904
- Equinor US Holdings Inc. Money Purchase Pension Plan $142M · 593
- Southern Ct IBEW Annuity Plan $71M · 479
- Money Purchase Retirement Plan of U.a. Local 716 $32M · 460
- Swisher International Inc. Defined Contribution Plan for Salaried Employees $17M · 462
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Northeast Financial Consultants Inc by total assets, not by location.
Frequently Asked Questions
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Next read for Northeast Financial Consultants Inc
Multi-year trail
Ways to act on Northeast Financial Consultants Inc's numbers.
- By total assets, Northeast Financial Consultants Inc ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Connecticut. Compare plans
- Nfc Holdings Inc's sponsor-wide assets have grown 58.4% since 2022 across 3 plan years on file. More Finance & Insurance plans