401(k) · DOL Form 5500 · 2022

Nova Financial & Investment Corporation 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
887
Participants Near avg headcount
85th
Percentile by assets National rank
$41,343
Avg per participant Low balance/head
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Official DOL plan name: Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan · Sponsored by Nova Financial & Investment Corporation · Arizona · Finance & Insurance

$37M in assets, 887 participants

Nova Financial & Investment Corporation's Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan reported $37M in total assets and 887 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,033 in Finance & Insurance (9,261 peers)

Where Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan sits by assets

Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $37M for 887 participants (~$41,343/participant), down 20.8% in 2022.

#7,033
in Finance & Insurance (9,261 peers)
-20.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan's outsized position by total assets

Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$36,671,615 Top 15% higher than 85% 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

Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan sits mid-pack in the medium band (887 participants).

DOL schedule card

Filing strip 860415227 · Nova Financial & Investment Corporation PY 2022 · 401(k)

Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan · $37M · 887 · 85th

  • BOY $37M
  • BOY 887
  • BOY 85th
  • BOY 401(k)
  • BOY near Nakupuna Foundation Family of Companies Retirement Plan
  • BOY ind #7033

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 Arizona →

Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan in the asset neighbourhood

Nova Financial & Investment Corp. Employees 401(k) Profit Sharing PlanNova Financial & Investment …$37MNakupuna Foundation Family of Companies Retirement PlanNakupuna Foundation Family o…$37MAm General Hourly Capital Accumulation PlanAm General Hourly Capital Ac…$37MRenaissance Lakewood, LLC. 401(k) PlanRenaissance Lakewood, LLC. 4…$37MSagitec Retirement Savings PlanSagitec Retirement Savings P…$37M
End-of-year total assets ($M) among Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$37M
Net Income-$10M
Employer EIN860415227
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nova Financial & Investment Corporation)

Sponsor-wide plan assets over time

All Nova Financial & Investment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$39M 5.952309436058379% vs 2022
2024 filing year
$36M$37M$38M$39M$40M 202220232024 $36.7M $38.9M ▲ +5.9%
Year Plans Participants Total Assets
2022 2 888 $37M
2023 1 467 $37M
2024 1 353 $39M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.036671615 · Participants: 887Nova Financial & Investment Corp. Employees 401(k) Profit Sharing PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan side-by-side with 3 peers →

Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Nakupuna Foundation Family of Companies Retirement Plan in HI ($37M); by covered participants it is Centromotion 401(k) Plan in WI (887 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (887 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 Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan assets move in 2022? ▼
Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan declined sharply - down 20.8% during 2022, from $46M to $37M. Reported net income was -$10M.
How have Nova Financial & Investment Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nova Financial & Investment Corporation's sponsor-wide assets grew 6.0%, from $37M to $39M.
Where does Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nakupuna Foundation Family of Companies Retirement Plan in HI ($37M, 552 participants).
Which 401(k) plans cover a similar participant headcount to Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centromotion 401(k) Plan in WI (887 participants, $72M 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 860415227.

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.