Money Purchase · DOL Form 5500 · 2023

Nfc Holdings Inc Money Purchase Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
9
Participants Small participant base
57th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Northeast Financial Consultants Inc · Sponsored by Nfc Holdings Inc · Connecticut · Finance & Insurance

$9M in assets, 9 participants

Nfc Holdings Inc's Northeast Financial Consultants Inc reported $9M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,679 in Finance & Insurance (8,869 peers)

Nfc Holdings Inc multi-year trail

Nfc Holdings Inc's plans moved +58.4% in assets from 2022 to 2024; this filing shows Northeast Financial Consultants Inc at $9M / 9 participants.

#3,679
in Finance & Insurance (8,869 peers)
+27.9%
assets growth YoY

Northeast Financial Consultants Inc's mid-pack asset rank among Finance & Insurance and all filers

Northeast Financial Consultants Inc vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,221,971 Top 43% higher than 57% of 127,068 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 2023

Northeast Financial Consultants Inc among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northeast Financial Consultants Inc is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northeast Financial Consultants Inc reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Northeast Financial Consultants Inc end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364958064 · Nfc Holdings Inc PY 2023 · Money Purchase

Northeast Financial Consultants Inc · $9M · 9 · 57th

  • EOY $9M
  • 5500 9
  • ASSETS 57th
  • PCT Money Purchase
  • EIN near The Guidance Center Money Purchase Plan
  • RANK ind #3679

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Northeast Financial Consultants Inc in the asset neighbourhood

Asbestos Workers Syracuse Annuity FundAsbestos Workers Syracuse An…$9MThe Guidance Center Money Purchase PlanThe Guidance Center Money Pu…$9MNortheast Financial Consultants IncNortheast Financial Consulta…$9MNorthwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp AspectNorthwest Permanente, P.C. R…$9MGreater South Florida Ironworkers Annuity Trust FuGreater South Florida Ironwo…$9M
End-of-year total assets ($M) among Northeast Financial Consultants Inc and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Nfc Holdings Inc multi-year asset trail

Sponsor-wide plan assets over time

All Nfc Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 58.39451093513806% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.21M $11.4M ▲ +58.4%
Year Plans Participants Total Assets
2022 1 9 $7M
2023 1 9 $9M
2024 1 9 $11M

Nfc Holdings Inc filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN364958064
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Connecticut

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Northeast Financial Consultants Inc vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Northeast Financial Consultants Inc, Total assets ($M): 9.221971 · Participants: 9Northeast Financial Consultants IncNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 746.047151 · Participants: 8403New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 173.736211 · Participants: 626Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 78.724205 · Participants: 467Southern Ct IBEW Annuity PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 36.06523 · Participants: 447Money Purchase Retirement Plan of U.a. Local 716IBEW Local No. 223 Deferred Income Plan, Total assets ($M): 27.50459 · Participants: 556IBEW Local No. 223 Deferred Income Plan
Northeast Financial Consultants Inc vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare Northeast Financial Consultants Inc side-by-side with 3 peers →

Northeast Financial Consultants Inc's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is The Guidance Center Money Purchase Plan in PA ($9M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Northeast Financial Consultants Inc assets move in 2023? ▼
Northeast Financial Consultants Inc grew sharply - up 27.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have Nfc Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nfc Holdings Inc's sponsor-wide assets grew 58.4%, from $7M to $11M.
Which Money Purchase plans are similar in size to Northeast Financial Consultants Inc? ▼
Among Money Purchase plans in other states, the closest by assets is The Guidance Center Money Purchase Plan in PA ($9M, 156 participants).
Which Money Purchase plans cover a similar participant headcount to Northeast Financial Consultants Inc? ▼
Among Money Purchase plans in other states, the closest by covered participants is Loberg & Loberg Money Purchase Plan in WI (9 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364958064.

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.