Money Purchase · DOL Form 5500 · 2022

Nfc Holdings Inc Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
9
Participants Small participant base
58th
Percentile by assets National rank
$801,189
Avg per participant High balance/head
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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.

  • #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.

#3,857
in Finance & Insurance (9,261 peers)
-27.9%
assets change YoY

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.

Northeast Financial Consultants Inc's mid-pack asset rank among Finance & Insurance and all filers

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

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 2022

Northeast Financial Consultants Inc among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northeast Financial Consultants Inc is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 364958064 · Nfc Holdings Inc PY 2022 · Money Purchase

Northeast Financial Consultants Inc · $7M · 9 · 58th

  • PCT $7M
  • EIN 9
  • RANK 58th
  • PHOTO Money Purchase
  • IND near Greater South Florida Ironworkers Annuity Trust Fu
  • EOY ind #3857

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Northeast Financial Consultants Inc in the asset neighbourhood

Brentwood Academy Retirement PlanBrentwood Academy Retirement…$7MMissouri Historical Society Pension PlanMissouri Historical Society …$7MGreater Miami Jewish Federation 401(a) Retirement PlanGreater Miami Jewish Federat…$7MNortheast Financial Consultants IncNortheast Financial Consulta…$7MGreater South Florida Ironworkers Annuity Trust FuGreater South Florida Ironwo…$7M
End-of-year total assets ($M) among Northeast Financial Consultants Inc and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Nfc Holdings Inc multi-year asset trail

Sponsor-wide plan assets over time

All Nfc Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 58.39451093513806% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.21M $11.4M ▲ +58.4%
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 EIN364958064
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Connecticut

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

Northeast Financial Consultants Inc vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Northeast Financial Consultants Inc, Total assets ($M): 7.2107 · Participants: 9Northeast Financial Consultants IncNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 607.503917 · Participants: 7904New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 142.016376 · Participants: 593Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 70.657052 · Participants: 479Southern Ct IBEW Annuity PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 32.418559 · Participants: 460Money Purchase Retirement Plan of U.a. Local 716Swisher International Inc. Defined Contribution Plan for Salaried Employees, Total assets ($M): 17.371482 · Participants: 462Swisher International Inc. Defined Contribution Plan for Salaried Employees
Northeast Financial Consultants Inc vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare Northeast Financial Consultants Inc side-by-side with 3 peers →

Northeast Financial Consultants Inc's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Greater South Florida Ironworkers Annuity Trust Fu in PA ($7M); by covered participants it is Rush Appliances, Inc. Profit Sharing Plan in IL (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Northeast Financial Consultants Inc assets move in 2022? ▼
Northeast Financial Consultants Inc declined sharply - down 27.9% during 2022, from $10M to $7M. Reported net income was -$3M.
How have Nfc Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nfc Holdings Inc's sponsor-wide assets grew 58.4%, from $7M to $11M.
Which Money Purchase plans are similar in size to Northeast Financial Consultants Inc? ▼
Among Money Purchase plans in other states, the closest by assets is Greater South Florida Ironworkers Annuity Trust Fu in PA ($7M, 496 participants).
Which Money Purchase plans cover a similar participant headcount to Northeast Financial Consultants Inc? ▼
Among Money Purchase plans in other states, the closest by covered participants is Rush Appliances, Inc. Profit Sharing Plan in IL (9 participants, $404K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364958064.

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.