Profit Sharing · DOL Form 5500 · 2022

North American Family Institute, Inc. Profit Sharing Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
1,438
Participants Near avg headcount
78th
Percentile by assets National rank
$14,970
Avg per participant Low balance/head
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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.

  • #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.

#16,396
in Healthcare & Social Assistance (20,060 peers)
+11.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

North American Family Institute, Inc. 403(b) Plan's outsized position by total assets

North American Family Institute, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$21,526,936 Top 22% higher than 78% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

North American Family Institute, Inc. 403(b) 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. North American Family Institute, Inc. 403(b) Plan lands in the large band (1,438 participants).

DOL schedule card

Filing strip 042921507 · North American Family Institute, Inc. PY 2022 · Profit Sharing

North American Family Institute, Inc. 403(b) Plan · $22M · 1,438 · 78th

  • IND $22M
  • IND 1,438
  • IND 78th
  • IND Profit Sharing
  • IND near United Association of Journeymen & Apprentice Annuity Trust Fund
  • IND ind #16396

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 Massachusetts →

North American Family Institute, Inc. 403(b) Plan in the asset neighbourhood

Jj Elek Realty Company Inc. Employees' Profit Sharing PlanJj Elek Realty Company Inc. …$22MShaw Brothers Construction Profit Sharing PlanShaw Brothers Construction P…$22MNorth American Family Institute, Inc. 403(b) PlanNorth American Family Instit…$22MUnited Association of Journeymen & Apprentice Annuity Trust FundUnited Association of Journe…$21MAmerican Bank & Trust 401(k) Profit Sharing PlanAmerican Bank & Trust 401(k)…$21M
End-of-year total assets ($M) among North American Family Institute, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN042921507
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North American Family Institute, Inc.)

Sponsor-wide plan assets over time

All North American Family Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 47.55144903111153% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.5M $31.8M ▲ +47.5%
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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants North American Family Institute, Inc. 403(b) Plan, Total assets ($B): 0.021526936 · Participants: 1438North American Family Institute, Inc. 403(b) PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
North American Family Institute, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare North American Family Institute, Inc. 403(b) Plan side-by-side with 3 peers →

North American Family Institute, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is United Association of Journeymen & Apprentice Annuity Trust Fund in FL ($21M); by covered participants it is Operative Plasterers and Cement Masons Profit Sharing Annuity Plan in OH (1,433 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,438 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did North American Family Institute, Inc. 403(b) Plan assets move in 2022? ▼
North American Family Institute, Inc. 403(b) Plan grew at a solid clip - up 11.2% during 2022, from $19M to $22M. Reported net income was $2M.
How have North American Family Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North American Family Institute, Inc.'s sponsor-wide assets grew 47.6%, from $22M to $32M.
Where does North American Family Institute, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
North American Family Institute, Inc. 403(b) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to North American Family Institute, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is United Association of Journeymen & Apprentice Annuity Trust Fund in FL ($21M, 3,085 participants).
Which Profit Sharing plans cover a similar participant headcount to North American Family Institute, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Operative Plasterers and Cement Masons Profit Sharing Annuity Plan in OH (1,433 participants, $95M in assets).

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 042921507.

Read our methodology - how this data is sourced, computed, and verified.

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