401(k)
2023 plan-year 401(k) DOL Form 5500

NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NORTHFIELD RETIREMENT COMMUNITIES, INC.

This 401(k) plan holds $749K in total assets and serves 111 participants as of 2023. It is sponsored by NORTHFIELD RETIREMENT COMMUNITIES, INC. in Nebraska. The plan reported positive net income of $98K for the year.

Total Assets (2023)
$749K
Participants
111
State
Industry
Healthcare & Social Assistance

What the Filing Says About NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN

NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN is a 401(k) retirement plan sponsored by NORTHFIELD RETIREMENT COMMUNITIES, INC., headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $749K in total end-of-year assets and covers 111 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 470538957, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $650K at the beginning of 2023 to $749K at year-end — a gain of 15.1%. Net assets (after liabilities) closed the year at $749K, with reported net income of $98K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$650K
Total Assets (End of Year)$749K
Net Assets (End of Year)$749K
Net Income$98K
Plan Type401(k)
Employer EIN470538957
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NORTHFIELD RETIREMENT COMMUNITIES, INC.)

Year Plans Participants Total Assets
2022 1 86 $650K
2023 1 111 $749K
2024 2 188 $830K

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Frequently Asked Questions

How much money is in the NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN?
As of the 2023 Form 5500 filing, NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN holds $749K in total assets with 111 participants. It is sponsored by NORTHFIELD RETIREMENT COMMUNITIES, INC..
What type of plan is NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN?
NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN is a 401(k) plan. It has been effective since 2003-01-01. The plan is filed with the U.S. Department of Labor under EIN 470538957.
Who sponsors the NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN?
NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN is sponsored by NORTHFIELD RETIREMENT COMMUNITIES, INC., located in Nebraska. The sponsor's EIN is 470538957 and the plan operates in the Healthcare & Social Assistance industry.
How did NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN perform in 2023?
NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN grew by 15.1% during 2023, moving from $650K to $749K in total assets. Net income was $98K.
Where can I find official filings for NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN?
Official Form 5500 filings for NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 470538957 or plan name at efast.dol.gov.
How does NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN compare to other plans?
You can compare NORTHFIELD RETIREMENT COMMUNITIES, INC. RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in Nebraska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 470538957.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.