Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

403(b) Thrift Plan for Employees of Nonprofit Finance Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Nonprofit Finance Fund · New York · Other Services

What the 2023 filing shows

403(b) Thrift Plan for Employees of Nonprofit Finance Fund holds $16M for 101 participants — about $159,866 per participant, down 11.0% over the 2022 plan year.

$16M
total plan assets (2022 EOY)
101
covered participants
$159,866
avg assets per participant
-11.0%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$16M
Participants
101
State
Industry
Other Services

What the Filing Says About 403(b) Thrift Plan for Employees of Nonprofit Finance Fund

403(b) Thrift Plan for Employees of Nonprofit Finance Fund is a Profit Sharing retirement plan sponsored by Nonprofit Finance Fund, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 101 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 133238657, and the plan has been effective since 1983-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2022 to $16M at year-end — a decline of 11.0%. Net assets (after liabilities) closed the year at $16M, with reported net income of $-2,000,679 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$-2,000,679
Plan TypeProfit Sharing
Employer EIN133238657
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nonprofit Finance Fund)

Year Plans Participants Total Assets
2022 1 101 $16M
2023 1 119 $20M
2024 1 114 $23M

Nearby Profit Sharing Plans in New York

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Frequently Asked Questions

How much money is in the 403(b) Thrift Plan for Employees of Nonprofit Finance Fund?
As of the 2022 Form 5500 filing, 403(b) Thrift Plan for Employees of Nonprofit Finance Fund holds $16M in total assets with 101 participants. It is sponsored by Nonprofit Finance Fund.
What type of plan is 403(b) Thrift Plan for Employees of Nonprofit Finance Fund?
403(b) Thrift Plan for Employees of Nonprofit Finance Fund is a Profit Sharing plan. It has been effective since 1983-04-01. The plan is filed with the U.S. Department of Labor under EIN 133238657.
Who sponsors the 403(b) Thrift Plan for Employees of Nonprofit Finance Fund?
403(b) Thrift Plan for Employees of Nonprofit Finance Fund is sponsored by Nonprofit Finance Fund, located in New York. The sponsor's EIN is 133238657 and the plan operates in the Other Services industry.
How did 403(b) Thrift Plan for Employees of Nonprofit Finance Fund perform in 2022?
403(b) Thrift Plan for Employees of Nonprofit Finance Fund declined by 11.0% during 2022, moving from $18M to $16M in total assets. Net income was $-2,000,679.
Where can I find official filings for 403(b) Thrift Plan for Employees of Nonprofit Finance Fund?
Official Form 5500 filings for 403(b) Thrift Plan for Employees of Nonprofit Finance Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133238657 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan for Employees of Nonprofit Finance Fund compare to other plans?
You can compare 403(b) Thrift Plan for Employees of Nonprofit Finance Fund against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 133238657.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.