Profit Sharing · DOL Form 5500 · 2023
North American Family Institute, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $26M
- Total assets
- 1,448
- Participants
- 77th
- Percentile by assets
- $18,285
- Avg per participant
Official DOL plan name: North American Family Institute, Inc. 403(b) Plan · Sponsored by North American Family Institute, Inc. · Massachusetts · Healthcare & Social Assistance
$26M in assets, 1,448 participants
North American Family Institute, Inc.'s North American Family Institute, Inc. 403(b) Plan reported $26M in total assets and 1,448 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 127,072 plans)
- #14,308 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
North American Family Institute, Inc. 403(b) Plan covers 1,448 participants in Massachusetts, 2.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $26M.
- $26M
- total plan assets (2023 EOY)
- 1,448
- covered participants
- 77th
- percentile by assets (of 127,072 plans)
- $18,285
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- North American Family Institute, Inc. 403(b) Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- North American Family Institute, Inc. 403(b) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- North American Family Institute, Inc. 403(b) Plan reported participants rose from 1,438 in the plan year 2022 filing to 1,448 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. North American Family Institute, Inc. 403(b) Plan reports 1,448 participants - 2.2x that state average ($26M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $5M |
| Employer EIN | 042921507 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North American Family Institute, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,438 | $22M |
| 2023 | 1 | 1,448 | $26M |
| 2024 | 1 | 1,527 | $32M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
North American Family Institute, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to North American Family Institute, Inc. 403(b) Plan by total assets, not by location.
- 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. (NY) $26M · 1,104
- J.H. Ellwood & Associates, Inc. Profit Sharing Plan (IL) $26M · N/A
- Impax Asset Management 401(k) Retirement Plan (NH) $27M · 103
- New York League for Early Learning, Inc. Discretionary Defined Contribution Retirement Plan (NY) $26M · 1,142
Frequently Asked Questions
How did North American Family Institute, Inc. 403(b) Plan assets move in 2023? ▼
How have North American Family Institute, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on North American Family Institute, Inc. 403(b) Plan's numbers.
- By total assets, North American Family Institute, Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- North American Family Institute, Inc.'s sponsor-wide assets have grown 47.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans