Profit Sharing · DOL Form 5500 · 2023
North American Family Institute, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 1,448
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $18,285
- Avg per participant Low balance/head
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.
- #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.
- #14,308
- in Healthcare & Social Assistance (17,684 peers)
- +23.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
North American Family Institute, Inc. 403(b) Plan's outsized position by total assets
North American Family Institute, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,477,034 Top 23% higher than 77% 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
North American Family Institute, Inc. 403(b) 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. North American Family Institute, Inc. 403(b) Plan lands in the large band (1,448 participants).
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.
Published 5500 schedule card
Filing strip 042921507 · North American Family Institute, Inc. PY 2023 · Profit Sharing
North American Family Institute, Inc. 403(b) Plan · $26M · 1,448 · 77th
- PART $26M
- TYPE 1,448
- NET 77th
- BOOK Profit Sharing
- VS-ST near 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc.
- BOY ind #14308
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 Massachusetts →
North American Family Institute, Inc. 403(b) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All North American Family Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 47.55144903111153% vs 2022
- 2024 filing year
| 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.
- 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
North American Family Institute, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. in NY ($26M); by covered participants it is Local Union No. 41 IBEW Annuity Fund in NY (1,449 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,448 participants); asset peers above are excluded.
- Local Union No. 41 IBEW Annuity Fund (NY) 1,449 · 1 off
- The Kendal Corporation 401(a) Plan (DE) 1,446 · 2 off
- New Jersey B.a.C. Annuity Fund (NJ) 1,453 · 5 off
- Bac Local 5 New York Annuity Plan (NY) 1,438 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.