Profit Sharing · DOL Form 5500 · 2022
North American Family Institute, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $22M
- Total assets
- 1,438
- Participants
- 78th
- Percentile by assets
- $14,970
- Avg per participant
Official DOL plan name: North American Family Institute, Inc. 403(b) Plan · Sponsored by North American Family Institute, Inc. · Massachusetts · Healthcare & Social Assistance
$22M in assets, 1,438 participants
North American Family Institute, Inc.'s North American Family Institute, Inc. 403(b) Plan reported $22M in total assets and 1,438 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- 78th percentile by assets (of 139,126 plans)
- #16,396 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
North American Family Institute, Inc. 403(b) Plan covers 1,438 participants in Massachusetts, 2.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $22M.
- $22M
- total plan assets (2022 EOY)
- 1,438
- covered participants
- 78th
- percentile by assets (of 139,126 plans)
- $14,970
- avg assets per participant
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. North American Family Institute, Inc. 403(b) Plan reports 1,438 participants - 2.2x that state average ($22M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 042921507 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North American Family Institute, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,438 | $22M |
| 2023 | 1 | 1,448 | $26M |
| 2024 | 1 | 1,527 | $32M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
North American Family Institute, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $12.1B · 74,556
- Demoulas (Restated) Profit Sharing Plan & Trust $873M · 12,106
- Dana-Farber Cancer Institute Retirement Plan $635M · 4,216
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $573M · 5,008
- Sheet Metal Workers Local 17 Annuity Income Fund $540M · 2,153
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to North American Family Institute, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did North American Family Institute, Inc. 403(b) Plan assets move in 2022? ▼
How have North American Family Institute, Inc. plan assets changed over time? ▼
Where does North American Family Institute, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to North American Family Institute, Inc. 403(b) Plan? ▼
Next read for North American Family Institute, Inc. 40…
Filing takeaways
Ways to act on North American Family Institute, Inc. 403(b) Plan's numbers.
- By total assets, North American Family Institute, Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- North American Family Institute, Inc.'s sponsor-wide assets have grown 47.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans