Money Purchase · DOL Form 5500 · 2023
Nfc Holdings Inc Money Purchase Plan
Data updated 2026-08-11
- $9M
- Total assets
- 9
- Participants
- 57th
- Percentile by assets
- $1.0M
- Avg per participant
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.
- 57th percentile by assets (of 127,072 plans)
- #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.
- $9M
- total plan assets (2023 EOY)
- 9
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $1.0M
- avg assets per participant
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.
Nfc Holdings Inc across 3 plan years on file
Across the 3 plan years Nfc Holdings Inc has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $11M, a gain of 58.4%, while reported participants moved from 9 to 9 (+0.0%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($7M).
Nfc Holdings Inc multi-year asset trail
| 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 EIN | 364958064 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING 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
- New England Electrical Workers Money Purchase Plan and Trust $746M · 8,403
- Equinor US Holdings Inc. Money Purchase Pension Plan $174M · 626
- Southern Ct IBEW Annuity Plan $79M · 467
- Money Purchase Retirement Plan of U.a. Local 716 $36M · 447
- IBEW Local No. 223 Deferred Income Plan $28M · 556
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Northeast Financial Consultants Inc by total assets, not by location.
Frequently Asked Questions
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Next read for Northeast Financial Consultants Inc
Multi-year trail
Ways to act on Northeast Financial Consultants Inc's numbers.
- By total assets, Northeast Financial Consultants Inc ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Connecticut. Compare plans
- Nfc Holdings Inc's sponsor-wide assets have grown 58.4% since 2022 across 3 plan years on file. More Finance & Insurance plans