Other · DOL Form 5500 · 2023

CNFA Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 75
Participants Small participant base: 74th
Percentile by assets National rank: $279,825
Avg per participant High balance/head

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Official DOL plan name: Cnfa Retirement Plan · Sponsored by CNFA · District of Columbia · Other Services

$21M in assets, 75 participants

CNFA's Cnfa Retirement Plan reported $21M in total assets and 75 participants in its 2023 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.

#6,728 in Other Services (7,857 peers)

CNFA multi-year trail

CNFA's plans moved +43.4% in assets from 2022 to 2024; this filing shows Cnfa Retirement Plan at $21M / 75 participants.

#6,728
in Other Services (7,857 peers): +19.4%
assets growth YoY

Cnfa Retirement Plan's outsized position by total assets

Cnfa Retirement Plan vs every filed plan by assets

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

$20,986,870 Top 26% higher than 74% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Cnfa Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cnfa Retirement Plan is a small filing (75 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Cnfa Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Cnfa Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Cnfa Retirement Plan reported participants rose from 74 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521447902 · CNFA PY 2023 · Other

Cnfa Retirement Plan · $21M · 75 · 74th

BOOK $21M
VS-ST 75
BOY 74th
SCH Other
EBSA near Community Counseling of Bristol County, Inc. Savings Plan
PART ind #6728

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 District of Columbia →

End-of-year total assets ($M) among Cnfa Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

CNFA multi-year asset trail

Latest sponsor-wide plan assets: $25M 43.36353382252231% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	74	$18M
2023	1	75	$21M
2024	1	84	$25M

CNFA filing trail (2023)

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$21M
Net Income	$3M
Employer EIN	521447902
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in District of Columbia

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

Cnfa Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
American University Defined Contribution Retirement Plan $1.3B · 2,668
Howard University Savings Plan $1.1B · 6,611
Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030

Compare Cnfa Retirement Plan side-by-side with 3 peers →

Cnfa Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Community Counseling of Bristol County, Inc. Savings Plan in MA ($21M); by covered participants it is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Community Counseling of Bristol County, Inc. Savings Plan (MA) $21M · 707
Vital Strategies, Inc. 403(b) Plan (NY) $21M · 161
St. George's Independent School 403(b) Retirement Plan (TN) $21M · 192
Alaska Pacific University Retirement Plan (AK) $21M · 113

Similar participant headcount

Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.

Mulherin Lumber Company Stock Bonus Plan & Trust (GA) 75 · 0 off
Old Salem, Inc. Retirement Plan (NC) 75 · 0 off
Gateway School Defined Contribution Retirement Plan (NY) 75 · 0 off
Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan (PR) 75 · 0 off

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 Cnfa Retirement Plan assets move in 2023? ▼

Cnfa Retirement Plan grew sharply - up 19.4% during 2023, from $18M to $21M. Reported net income was $3M.

How have CNFA plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), CNFA's sponsor-wide assets grew 43.4%, from $18M to $25M.

Which Other plans are similar in size to Cnfa Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Community Counseling of Bristol County, Inc. Savings Plan in MA ($21M, 707 participants).

Which Other plans cover a similar participant headcount to Cnfa Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (75 participants, N/A 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 521447902.