Other · DOL Form 5500 · 2022
Community Foundation of Northwest Indiana, Inc. Retirement Plan
Data updated 2026-08-25
- $334M
- Total assets Above avg plan size
- 7,442
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $44,815
- Avg per participant Low balance/head
Official DOL plan name: Community Foundation of Northwest Indiana 403(b) Retirement Plan · Sponsored by Community Foundation of Northwest Indiana, Inc. · Indiana · Healthcare & Social Assistance
$334M in assets, 7,442 participants
Community Foundation of Northwest Indiana, Inc.'s Community Foundation of Northwest Indiana 403(b) Retirement Plan reported $334M in total assets and 7,442 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,533 in Healthcare & Social Assistance (20,060 peers)
Coverage in Indiana
Community Foundation of Northwest Indiana 403(b) Retirement Plan covers 7,442 participants in Indiana, 14x the typical Indiana plan (state average ~541 per filing). Assets: $334M.
- #19,533
- in Healthcare & Social Assistance (20,060 peers)
- -11.9%
- assets change YoY
- 3.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Community Foundation of Northwest Indiana 403(b) Retirement Plan's outsized position by total assets
Community Foundation of Northwest Indiana 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$333,513,191 Top 3% higher than 97% 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
Community Foundation of Northwest Indiana 403(b) 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. Community Foundation of Northwest Indiana 403(b) Retirement Plan lands in the large band (7,442 participants).
DOL schedule card
Filing strip 311128781 · Community Foundation of Northwest Indiana, Inc. PY 2022 · Other
Community Foundation of Northwest Indiana 403(b) Retirement Plan · $334M · 7,442 · 97th
- VS-ST $334M
- BOY 7,442
- SCH 97th
- EBSA Other
- PART near College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan
- TYPE ind #19533
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 →
Community Foundation of Northwest Indiana 403(b) Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $379M |
|---|---|
| Net Assets (End of Year) | $334M |
| Net Income | -$45M |
| 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 Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Butler University Retirement Plan $306M · 985
- Depauw University Retirement Plan $214M · 682
Scale composition for Community Foundation of Northwest Indiana 403(b) Retirement Plan
Community Foundation of Northwest Indiana 403(b) Retirement Plan reports $334M in end-of-year assets across 7,442 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $44,815 per participant (32% of the national average assets-per-participant) . Net income for plan year 2022 was -$45M.
This plan identity (EIN 311128781, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $334M to $440M (+32.0%) while covered participants moved from 7,442 to 7,792 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,442 | $334M | This page |
| 2023 | 7,567 | $391M | Open filing |
| 2024 · index core | 7,792 | $440M | 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)
Community Foundation of Northwest Indiana 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan in MA ($334M); by covered participants it is Syracuse University Voluntary Retirement Plan in NY (7,437 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($334M here).
- College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan (MA) $334M · 938
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan (NJ) $332M · 2,034
- Eisenhower Medical Center 403(b) Retirement Plan (CA) $331M · 3,987
- Arkansas Children's Retirement Plan (AR) $336M · 4,382
Similar participant headcount
Nearest other-state filings by covered participants (7,442 participants); asset peers above are excluded.
- Syracuse University Voluntary Retirement Plan (NY) 7,437 · 5 off
- Nyu Langone Hospital-Long Island 403(b) Plan (NY) 7,426 · 16 off
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan (MO) 7,405 · 37 off
- Cook Children's Health Care System Retirement Plan (TX) 7,398 · 44 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.