Profit Sharing · DOL Form 5500 · 2022
Community Foundation of Northwest Indiana, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $173M
- Total assets Near avg plan size
- 6,104
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $28,353
- Avg per participant Low balance/head
Official DOL plan name: Cfni Retirement Plan · Sponsored by Community Foundation of Northwest Indiana, Inc. · Indiana · Healthcare & Social Assistance
$173M in assets, 6,104 participants
Community Foundation of Northwest Indiana, Inc.'s Cfni Retirement Plan reported $173M in total assets and 6,104 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #19,210 in Healthcare & Social Assistance (20,060 peers)
Coverage in Indiana
Cfni Retirement Plan covers 6,104 participants in Indiana, 11x the typical Indiana plan (state average ~541 per filing). Assets: $173M.
- #19,210
- in Healthcare & Social Assistance (20,060 peers)
- -12.6%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cfni Retirement Plan's outsized position by total assets
Cfni Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$173,067,443 Top 5% higher than 95% 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
Cfni Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cfni Retirement Plan lands in the large band (6,104 participants).
DOL schedule card
Filing strip 311128781 · Community Foundation of Northwest Indiana, Inc. PY 2022 · Profit Sharing
Cfni Retirement Plan · $173M · 6,104 · 95th
- EIN $173M
- EIN 6,104
- EIN 95th
- EIN Profit Sharing
- EIN near Peacehealth Southwest Medical Center Employer Contribution Plan
- EIN ind #19210
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 Indiana →
Cfni Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $198M |
|---|---|
| Net Assets (End of Year) | $173M |
| Net Income | -$25M |
| Employer EIN | 311128781 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Foundation of Northwest Indiana, Inc.)
Sponsor-wide plan assets over time
All Community Foundation of Northwest Indiana, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $674M 32.99232437693227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,546 | $507M |
| 2023 | 2 | 13,677 | $597M |
| 2024 | 2 | 14,168 | $674M |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.1B · 9,221
- Indiana State Council of Plasterers & Cement Masons Pension Fund $290M · 1,035
- I.B.E.W. Local Union 481 Defined Contribution Plan $246M · 2,730
- Bricklayers of Indiana Retirement Plan $146M · 1,064
- International Union of Operating Engineers Local 841 Qualified Savings Plan $129M · 4,231
Scale composition for Cfni Retirement Plan
Cfni Retirement Plan reports $173M in end-of-year assets across 6,104 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $28,353 per participant (21% of the national average assets-per-participant) . Net income for plan year 2022 was -$25M.
This plan identity (EIN 311128781, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $173M to $233M (+34.9%) while covered participants moved from 6,104 to 6,376 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,104 | $173M | This page |
| 2023 | 6,110 | $206M | Open filing |
| 2024 · index core | 6,376 | $233M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Community Foundation of Northwest Indiana 403(b) Retirement Plan (Other, $440M, 7,792 participants)
- Cfni Retirement Plan (Profit Sharing, $233M, 6,376 participants)
Cfni Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Peacehealth Southwest Medical Center Employer Contribution Plan in WA ($173M); by covered participants it is Pipe Trades Services Mn Pension Supplement Fund in MN (6,268 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($173M here).
- Peacehealth Southwest Medical Center Employer Contribution Plan (WA) $173M · 3,089
- Associated Universities Inc. Retirement Plan (DC) $173M · 524
- White Castle Profit Sharing Plan (OH) $172M · 4,241
- NECA Lu No 313 IBEW Deferred Income Plan (DE) $170M · 1,305
Similar participant headcount
Nearest other-state filings by covered participants (6,104 participants); asset peers above are excluded.
- Pipe Trades Services Mn Pension Supplement Fund (MN) 6,268 · 164 off
- Ballad Health 401(a) Plan (TN) 5,937 · 167 off
- Pih Health, Inc. 401(a) Plan (CA) 5,919 · 185 off
- Luminis Health Retirement Plan (Employer Contributions) (MD) 5,916 · 188 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.