Other · DOL Form 5500 · 2022
Community Foundation of Northwest Indiana, Inc. Retirement Plan
Data updated 2026-08-11
- $334M
- Total assets
- 7,442
- Participants
- 97th
- Percentile by assets
- $44,815
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $334M
- total plan assets (2022 EOY)
- 7,442
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $44,815
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Community Foundation of Northwest Indiana 403(b) Retirement Plan reports 7,442 participants - 14x that state average ($334M EOY assets).
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.)
| 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.
Community Foundation of Northwest Indiana 403(b) Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Community Foundation of Northwest Indiana 403(b) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Community Foundation of Northwest Indiana 403(b) Retirement Plan assets move in 2022? ▼
How have Community Foundation of Northwest Indiana, Inc. plan assets changed over time? ▼
Where does Community Foundation of Northwest Indiana 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Community Foundation of Northwest Indiana 403(b) Retirement Plan? ▼
Next read for Community Foundation of Northwest Indian…
Filing takeaways
Ways to act on Community Foundation of Northwest Indiana 403(b) Retirement Plan's numbers.
- By total assets, Community Foundation of Northwest Indiana 403(b) 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 Other 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