Other · DOL Form 5500 · 2024

CNFA Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size: 84
Participants Small participant base: 74th
Percentile by assets National rank: $299,958
Avg per participant High balance/head

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Official DOL plan name: Cnfa Retirement Plan · Sponsored by CNFA · District of Columbia · Other Services

$25M in assets, 84 participants

CNFA's Cnfa Retirement Plan reported $25M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

#6,672 in Other Services (7,719 peers)

CNFA multi-year trail

CNFA's plans moved +43.4% in assets from 2022 to 2024; this filing shows Cnfa Retirement Plan at $25M / 84 participants.

#6,672
in Other Services (7,719 peers): +20.1%
assets growth YoY

Cnfa Retirement Plan's outsized position by total assets

Cnfa Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$25,196,445 Top 26% higher than 74% 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

Cnfa Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cnfa Retirement Plan is a small filing (84 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Cnfa Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Cnfa Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Cnfa Retirement Plan reported participants rose from 75 in the plan year 2023 filing to 84 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521447902 · CNFA PY 2024 · Other

Cnfa Retirement Plan · $25M · 84 · 74th

5500 $25M
ASSETS 84
PCT 74th
EIN Other
RANK near Frontier Health Tax Deferred Annuity Plan
PHOTO ind #6672

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 District of Columbia →

End-of-year total assets ($M) among Cnfa Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

CNFA multi-year asset trail

Latest sponsor-wide plan assets: $25M 43.36353382252231% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	74	$18M
2023	1	75	$21M
2024	1	84	$25M

CNFA filing trail (2024)

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$25M
Net Income	$4M
Employer EIN	521447902
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in District of Columbia

Peer Other plans, same state, same plan type, ranked by total assets.

Cnfa Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
American University Defined Contribution Retirement Plan $1.4B · 5,480
Howard University Savings Plan $1.2B · 6,543
Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512

Compare Cnfa Retirement Plan side-by-side with 3 peers →

Cnfa Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Frontier Health Tax Deferred Annuity Plan in TN ($25M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Frontier Health Tax Deferred Annuity Plan (TN) $25M · 1,102
Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement Plan (WI) $25M · 1,397
Community Counseling of Bristol County, Inc. Savings Plan (MA) $25M · 736
Cincinnati Museum Center Retirement Plan (OH) $25M · 223

Similar participant headcount

Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.

Grid Alternatives, Inc. 403(b) Plan (CA) 84 · 0 off
Education Success Network, Inc. 403(b) DC Plan (NY) 84 · 0 off
Leyden Family Service and Mental Health Center Tax Sheltered Annuity Plan (IL) 84 · 0 off
Buffalo Bill Historical Center 403(b) DC Plan (WY) 84 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cnfa Retirement Plan assets move in 2024? ▼

Cnfa Retirement Plan grew sharply - up 20.1% during 2024, from $21M to $25M. Reported net income was $4M.

How have CNFA plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), CNFA's sponsor-wide assets grew 43.4%, from $18M to $25M.

Which Other plans are similar in size to Cnfa Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Frontier Health Tax Deferred Annuity Plan in TN ($25M, 1,102 participants).

Which Other plans cover a similar participant headcount to Cnfa Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Grid Alternatives, Inc. 403(b) Plan in CA (84 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521447902.