Other · DOL Form 5500 · 2024

Community Foundation of Northwest Indiana, Inc. Retirement Plan

Data updated 2026-07-24

$440M
Total assets: 7,792
Participants: 97th
Percentile by assets: $56,504
Avg per participant

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.

97th percentile by assets (of 116,472 plans)

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 ~555 per filing). Assets: $440M.

$440M
total plan assets (2024 EOY): 7,792
covered participants: 97th
percentile by assets (of 116,472 plans): $56,504
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Indiana

Industry

Healthcare & Social Assistance

Participants vs Indiana filers

In Indiana, the average filing covers about 555 participants across 2,178 plans. Community Foundation of Northwest Indiana 403(b) Retirement Plan reports 7,792 participants - 14x that state average ($440M EOY assets).

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.)

Total plan assets by year, all Community Foundation of Northwest Indiana, Inc. plans on file

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.

Community Foundation of Northwest Indiana 403(b) Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants

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

Compare Community Foundation of Northwest Indian… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Community Foundation of Northwest Indiana 403(b) Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Community Foundation of Northwest Indiana 403(b) Retirement Plan assets move in 2024? ▼

Community Foundation of Northwest Indiana 403(b) Retirement Plan grew at a solid clip - up 12.6% during 2024, from $391M to $440M. Reported net income was $49M.

How have Community Foundation of Northwest Indiana, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Community Foundation of Northwest Indiana, Inc.'s sponsor-wide assets grew 33.0%, from $507M to $674M.

Where does Community Foundation of Northwest Indiana 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼

Community Foundation of Northwest Indiana 403(b) Retirement Plan ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Community Foundation of Northwest Indiana 403(b) Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Loyola University Maryland Retirement Plan in MD ($441M, 1,575 participants).

Next read for Community Foundation of Northwest Indian…

Filing takeaways

Ways to act on Community Foundation of Northwest Indiana 403(b) Retirement Plan's numbers.

By total assets, Community Foundation of Northwest Indiana 403(b) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Indiana. Compare plans
Community Foundation of Northwest Indiana, Inc.'s sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 311128781.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.