401(k) · DOL Form 5500 · 2024
Nova Financial & Investment Corporation 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 353
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $110,069
- Avg per participant Below avg balance/head
Official DOL plan name: Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan · Sponsored by Nova Financial & Investment Corporation · Arizona · Finance & Insurance
$39M in assets, 353 participants
Nova Financial & Investment Corporation's Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan reported $39M in total assets and 353 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #6,038 in Finance & Insurance (8,549 peers)
Where Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan sits by assets
Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $39M for 353 participants (~$110,069/participant), up 5.7% in 2024.
- #6,038
- in Finance & Insurance (8,549 peers)
- +5.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan's outsized position by total assets
Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,854,423 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan sits mid-pack in the medium band (353 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan reported net income rose from $93K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan reported participants fell from 467 in the plan year 2023 filing to 353 in the plan year 2024 filing.
- Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 860415227 · Nova Financial & Investment Corporation PY 2024 · 401(k)
Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan · $39M · 353 · 81st
- PART $39M
- PART 353
- PART 81st
- PART 401(k)
- PART near Pubmatic, Inc. Retirement Trust
- PART ind #6038
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 Finance & Insurance retirement plans → · Plans in Arizona →
Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $2M |
| Employer EIN | 860415227 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nova Financial & Investment Corporation)
Sponsor-wide plan assets over time
All Nova Financial & Investment Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 5.952309436058379% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 888 | $37M |
| 2023 | 1 | 467 | $37M |
| 2024 | 1 | 353 | $39M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Pubmatic, Inc. Retirement Trust in CA ($39M); by covered participants it is Extraco Corporation Retirement Plan in TX (353 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Pubmatic, Inc. Retirement Trust (CA) $39M · 295
- Tep Holdings 401(k) Plan (NC) $39M · 855
- Badger Plug Company Retirement & 401(k)Plan (WI) $39M · 181
- Auer Steel & Heating Supply Company Retirement (WI) $39M · 294
Similar participant headcount
Nearest other-state filings by covered participants (353 participants); asset peers above are excluded.
- Extraco Corporation Retirement Plan (TX) 353 · 0 off
- Burr Oak Tool Inc. Employees' Profit Sharing Plan (MI) 353 · 0 off
- Paulo Products Company 401(k) Plan (MO) 353 · 0 off
- Chroma Color Corporation 401(k) Plan (IL) 353 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.