Profit Sharing · DOL Form 5500 · 2023
Community Foundation of Northwest Indiana, Inc. Profit Sharing Plan
Data updated 2026-08-06
- $206M
- Total assets
- 6,110
- Participants
- 95th
- Percentile by assets
- $33,746
- Avg per participant
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.
- 95th percentile by assets (of 126,618 plans)
- #16,819 in Healthcare & Social Assistance (17,626 peers)
Coverage in Indiana
Cfni Retirement Plan covers 6,110 participants in Indiana, 11x the typical Indiana plan (state average ~555 per filing). Assets: $206M.
- $206M
- total plan assets (2023 EOY)
- 6,110
- covered participants
- 95th
- percentile by assets (of 126,618 plans)
- $33,746
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 555 participants across 2,178 plans. Cfni Retirement Plan reports 6,110 participants - 11x that state average ($206M EOY assets).
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.)
| 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.
Cfni Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.007% of 89,805,449 covered participants) - about $33,746 per participant (25% 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Cfni Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Cfni Retirement Plan assets move in 2023? ▼
How have Community Foundation of Northwest Indiana, Inc. plan assets changed over time? ▼
Where does Cfni Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Cfni Retirement Plan? ▼
Next read for Cfni Retirement Plan
Filing takeaways
Ways to act on Cfni Retirement Plan's numbers.
- By total assets, Cfni Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Indiana. Compare plans
- Community Foundation of Northwest Indiana, Inc.'s sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans