Profit Sharing · DOL Form 5500 · 2023
Community Foundation of Northwest Indiana, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $206M
- Total assets Near avg plan size
- 6,110
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $33,746
- Avg per participant Low balance/head
Official DOL plan name: Cfni Retirement Plan · Sponsored by Community Foundation of Northwest Indiana, Inc. · Indiana · Healthcare & Social Assistance
$206M in assets, 6,110 participants
Community Foundation of Northwest Indiana, Inc.'s Cfni Retirement Plan reported $206M in total assets and 6,110 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,876 in Healthcare & Social Assistance (17,684 peers)
Coverage in Indiana
Cfni Retirement Plan covers 6,110 participants in Indiana, 11x the typical Indiana plan (state average ~541 per filing). Assets: $206M.
- #16,876
- in Healthcare & Social Assistance (17,684 peers)
- +19.1%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Cfni Retirement Plan's outsized position by total assets
Cfni Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$206,190,521 Top 5% higher than 95% 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
Cfni Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cfni Retirement Plan lands in the large band (6,110 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cfni Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Cfni Retirement Plan end-of-year assets rose from $173M in the plan year 2022 filing to $206M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 311128781 · Community Foundation of Northwest Indiana, Inc. PY 2023 · Profit Sharing
Cfni Retirement Plan · $206M · 6,110 · 95th
- ASSETS $206M
- PCT 6,110
- EIN 95th
- RANK Profit Sharing
- PHOTO near Heat and Frost Insulators Local 34 Pension Fund
- IND ind #16876
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 Indiana →
Cfni Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $173M |
|---|---|
| Net Assets (End of Year) | $206M |
| Net Income | $33M |
| Employer EIN | 311128781 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Foundation of Northwest Indiana, Inc.)
Sponsor-wide plan assets over time
All Community Foundation of Northwest Indiana, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $674M 32.99232437693227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,546 | $507M |
| 2023 | 2 | 13,677 | $597M |
| 2024 | 2 | 14,168 | $674M |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.4B · 9,969
- Indiana State Council of Plasterers & Cement Mason Pension Fund $321M · 1,127
- I.B.E.W. Local Union 481 Defined Contribution Plan $268M · 2,820
- Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan $177M · 1,818
- Bricklayers of Indiana Retirement Plan $176M · 971
Scale composition for Cfni Retirement Plan
Cfni Retirement Plan reports $206M in end-of-year assets across 6,110 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $33,746 per participant (24% of the national average assets-per-participant) . Net income for plan year 2023 was $33M.
This plan identity (EIN 311128781, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $173M to $233M (+34.9%) while covered participants moved from 6,104 to 6,376 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,104 | $173M | Open filing |
| 2023 | 6,110 | $206M | This page |
| 2024 · index core | 6,376 | $233M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Community Foundation of Northwest Indiana 403(b) Retirement Plan (Other, $440M, 7,792 participants)
- Cfni Retirement Plan (Profit Sharing, $233M, 6,376 participants)
Cfni Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Heat and Frost Insulators Local 34 Pension Fund in MN ($207M); by covered participants it is Vns Health Retirement Plan for Home Health Aides in NY (6,107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($206M here).
Similar participant headcount
Nearest other-state filings by covered participants (6,110 participants); asset peers above are excluded.
- Vns Health Retirement Plan for Home Health Aides (NY) 6,107 · 3 off
- Pih Health, Inc. 401(a) Plan (CA) 6,121 · 11 off
- Pipe Trades Services Mn Pension Supplement Fund (MN) 6,062 · 48 off
- Regions Hospital Retirement Savings 401(k) Plan (MN) 6,168 · 58 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.