Other · DOL Form 5500 · 2023
Nonprofit Finance Fund Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $165,640
- Avg per participant Above avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Nonprofit Finance Fund · Sponsored by Nonprofit Finance Fund · New York · Other Services
$20M in assets, 119 participants
Nonprofit Finance Fund's 403(b) Thrift Plan for Nonprofit Finance Fund reported $20M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,669 in Other Services (7,857 peers)
Coverage in New York
403(b) Thrift Plan for Nonprofit Finance Fund covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $20M.
- #6,669
- in Other Services (7,857 peers)
- +22.1%
- assets growth YoY
403(b) Thrift Plan for Nonprofit Finance Fund's outsized position by total assets
403(b) Thrift Plan for Nonprofit Finance Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,711,165 Top 28% higher than 72% 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
403(b) Thrift Plan for Nonprofit Finance Fund among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Nonprofit Finance Fund sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Nonprofit Finance Fund reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- 403(b) Thrift Plan for Nonprofit Finance Fund end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- 403(b) Thrift Plan for Nonprofit Finance Fund reported participants rose from 101 in the plan year 2022 filing to 119 in the plan year 2023 filing.
DOL schedule card
Filing strip 133238657 · Nonprofit Finance Fund PY 2023 · Other
403(b) Thrift Plan for Nonprofit Finance Fund · $20M · 119 · 72nd
- PHOTO $20M
- IND 119
- EOY 72nd
- 5500 Other
- ASSETS near New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan
- PCT ind #6669
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 New York →
403(b) Thrift Plan for Nonprofit Finance Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 133238657 |
| Plan Effective Date | 1983-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nonprofit Finance Fund)
Sponsor-wide plan assets over time
All Nonprofit Finance Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 40.96067079029832% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $16M |
| 2023 | 1 | 119 | $20M |
| 2024 | 1 | 114 | $23M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
403(b) Thrift Plan for Nonprofit Finance Fund's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan in NH ($20M); by covered participants it is Cathedral Home for Children Retirement Plan in WY (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan (NH) $20M · 197
- Houston Ballet Foundation Retirement Plan (TX) $20M · 461
- Baltimore Medical System,Inc.Tax Sheltered Annuity Plan (MD) $20M · 372
- National Council of State Boards of Nursing, Inc. 403(b) Tda Plan (IL) $20M · 122
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Cathedral Home for Children Retirement Plan (WY) 119 · 0 off
- Ethos Retirement Plan (MA) 119 · 0 off
- Sharon S. Richardson Community Hospice 403(b) Plan (WI) 119 · 0 off
- Kcrw 403(b) DC Plan (CA) 119 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.