Other · DOL Form 5500 · 2022
Nonprofit Finance Fund Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $159,866
- Avg per participant Above avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Nonprofit Finance Fund · Sponsored by Nonprofit Finance Fund · New York · Other Services
$16M in assets, 101 participants
Nonprofit Finance Fund's 403(b) Thrift Plan for Employees of Nonprofit Finance Fund reported $16M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #7,150 in Other Services (8,398 peers)
Coverage in New York
403(b) Thrift Plan for Employees of Nonprofit Finance Fund covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $16M.
- #7,150
- in Other Services (8,398 peers)
- -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.
403(b) Thrift Plan for Employees of Nonprofit Finance Fund's outsized position by total assets
403(b) Thrift Plan for Employees of Nonprofit Finance Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,146,447 Top 26% higher than 74% 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
403(b) Thrift Plan for Employees of Nonprofit Finance Fund among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Nonprofit Finance Fund sits mid-pack in the medium band (101 participants).
Published 5500 schedule card
Filing strip 133238657 · Nonprofit Finance Fund PY 2022 · Other
403(b) Thrift Plan for Employees of Nonprofit Finance Fund · $16M · 101 · 74th
- PHOTO $16M
- IND 101
- EOY 74th
- 5500 Other
- ASSETS near Targetcw 401(k) Plan
- PCT ind #7150
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 Other Services retirement plans → · Plans in New York →
403(b) Thrift Plan for Employees of Nonprofit Finance Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 133238657 |
| Plan Effective Date | 1983-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nonprofit Finance Fund)
Sponsor-wide plan assets over time
All Nonprofit Finance Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 40.96067079029832% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $16M |
| 2023 | 1 | 119 | $20M |
| 2024 | 1 | 114 | $23M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
403(b) Thrift Plan for Employees of Nonprofit Finance Fund's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Targetcw 401(k) Plan in CA ($16M); by covered participants it is Bcbs Health Plan in NE (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Targetcw 401(k) Plan (CA) $16M · 7,108
- The Schenck School Retirement Plan (GA) $16M · 107
- Phelps Memorial Health Center Tax Sheltered Annuity Plan (NE) $16M · 274
- Alfred B. Maclay, Jr. Day School Retirement Plan (FL) $16M · 306
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Bcbs Health Plan (NE) 101 · 0 off
- Rowan Regional Medical Center, Inc. Incentive Savi (NC) 101 · 0 off
- The New Foundations Retirement Plan (GA) 101 · 0 off
- Sharon S. Richardson Community Hospice 403(b) Plan (WI) 101 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.