Other · DOL Form 5500 · 2024
Community Foundation of Northwest Indiana, Inc. Retirement Plan
Data updated 2026-08-25
- $440M
- Total assets Above avg plan size
- 7,792
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $56,504
- Avg per participant Low balance/head
Official DOL plan name: Community Foundation of Northwest Indiana 403(b) Retirement Plan · Sponsored by Community Foundation of Northwest Indiana, Inc. · Indiana · Healthcare & Social Assistance
$440M in assets, 7,792 participants
Community Foundation of Northwest Indiana, Inc.'s Community Foundation of Northwest Indiana 403(b) Retirement Plan reported $440M in total assets and 7,792 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,404 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Community Foundation of Northwest Indiana 403(b) Retirement Plan covers 7,792 participants in Indiana, 14x the typical Indiana plan (state average ~541 per filing). Assets: $440M.
- #16,404
- in Healthcare & Social Assistance (16,916 peers)
- +12.6%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
Community Foundation of Northwest Indiana 403(b) Retirement Plan's outsized position by total assets
Community Foundation of Northwest Indiana 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$440,279,707 Top 3% higher than 97% 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
Community Foundation of Northwest Indiana 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Foundation of Northwest Indiana 403(b) Retirement Plan lands in the large band (7,792 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Community Foundation of Northwest Indiana 403(b) Retirement Plan reported net income fell from $58M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- Community Foundation of Northwest Indiana 403(b) Retirement Plan end-of-year assets rose from $391M in the plan year 2023 filing to $440M in the plan year 2024 filing.
- Community Foundation of Northwest Indiana 403(b) Retirement Plan reported participants rose from 7,567 in the plan year 2023 filing to 7,792 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 311128781 · Community Foundation of Northwest Indiana, Inc. PY 2024 · Other
Community Foundation of Northwest Indiana 403(b) Retirement Plan · $440M · 7,792 · 97th
- VS-ST $440M
- VS-ST 7,792
- VS-ST 97th
- VS-ST Other
- VS-ST near Loyola University Maryland Retirement Plan
- VS-ST ind #16404
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 Indiana →
Community Foundation of Northwest Indiana 403(b) Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $391M |
|---|---|
| Net Assets (End of Year) | $440M |
| Net Income | $49M |
| Employer EIN | 311128781 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Foundation of Northwest Indiana, Inc.)
Sponsor-wide plan assets over time
All Community Foundation of Northwest Indiana, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $674M 32.99232437693227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,546 | $507M |
| 2023 | 2 | 13,677 | $597M |
| 2024 | 2 | 14,168 | $674M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Butler University Retirement Plan $373M · 3,285
- Depauw University Retirement Plan $252M · 700
Scale composition for Community Foundation of Northwest Indiana 403(b) Retirement Plan
Community Foundation of Northwest Indiana 403(b) Retirement Plan reports $440M in end-of-year assets across 7,792 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $56,504 per participant (41% of the national average assets-per-participant) . Net income for plan year 2024 was $49M.
This plan identity (EIN 311128781, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $334M to $440M (+32.0%) while covered participants moved from 7,442 to 7,792 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,442 | $334M | Open filing |
| 2023 | 7,567 | $391M | Open filing |
| 2024 · index core | 7,792 | $440M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Cfni Retirement Plan (Profit Sharing, $233M, 6,376 participants)
Community Foundation of Northwest Indiana 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Loyola University Maryland Retirement Plan in MD ($441M); by covered participants it is Operating Engineers Local 428 Annuity Trust Fund in AZ (7,789 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($440M here).
- Loyola University Maryland Retirement Plan (MD) $441M · 1,575
- Baptist Health 403(b) Plan (AR) $444M · 11,107
- Washington and Lee University Defined Contribution Plan (VA) $437M · 1,079
- Eisenhower Medical Center 403(b) Retirement Plan (CA) $435M · 4,456
Similar participant headcount
Nearest other-state filings by covered participants (7,792 participants); asset peers above are excluded.
- Operating Engineers Local 428 Annuity Trust Fund (AZ) 7,789 · 3 off
- Presbyterian Homes and Services Tax Deferred Annuity Plan (MN) 7,805 · 13 off
- Tulane University Tax Deferral 403(b) Retirement Plan (LA) 7,673 · 119 off
- Vanderbilt University Retirement Plan (TN) 7,926 · 134 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.