Profit Sharing · DOL Form 5500 · 2022
Community Foundation of Northwest Indiana, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $173M
- Total assets
- 6,104
- Participants
- 95th
- Percentile by assets
- $28,353
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $173M
- total plan assets (2022 EOY)
- 6,104
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $28,353
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Cfni Retirement Plan reports 6,104 participants - 11x that state average ($173M EOY assets).
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.)
| 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.
Cfni Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
- 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Cfni Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Cfni Retirement Plan assets move in 2022? ▼
How have Community Foundation of Northwest Indiana, Inc. plan assets changed over time? ▼
Where does Cfni Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Cfni Retirement Plan? ▼
Next read for Cfni Retirement Plan
Filing takeaways
Ways to act on Cfni Retirement Plan's numbers.
- By total assets, Cfni Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Indiana. Compare plans
- Community Foundation of Northwest Indiana, Inc.'s sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans