401(k) · DOL Form 5500 · 2024
Nonprofit Finance Fund 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 114
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $199,650
- Avg per participant Above avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Nonprofit Finance Fund · Sponsored by Nonprofit Finance Fund · New York · Other Services
$23M in assets, 114 participants
Nonprofit Finance Fund's 403(b) Thrift Plan for Employees of Nonprofit Finance Fund reported $23M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,583 in Other Services (7,719 peers)
Coverage in New York
403(b) Thrift Plan for Employees of Nonprofit Finance Fund covers 114 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $23M.
- #6,583
- in Other Services (7,719 peers)
- +15.5%
- assets growth YoY
403(b) Thrift Plan for Employees of Nonprofit Finance Fund's outsized position by total assets
403(b) Thrift Plan for Employees of Nonprofit Finance Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,760,140 Top 27% higher than 73% 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
403(b) Thrift Plan for Employees of Nonprofit Finance Fund 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. 403(b) Thrift Plan for Employees of Nonprofit Finance Fund sits mid-pack in the medium band (114 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Nonprofit Finance Fund end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Nonprofit Finance Fund reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Nonprofit Finance Fund reported participants fell from 119 in the plan year 2023 filing to 114 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 133238657 · Nonprofit Finance Fund PY 2024 · 401(k)
403(b) Thrift Plan for Employees of Nonprofit Finance Fund · $23M · 114 · 73rd
- EOY $23M
- EOY 114
- EOY 73rd
- EOY 401(k)
- EOY near Field & Main Bank 401(k) Plan
- EOY ind #6583
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 New York →
403(b) Thrift Plan for Employees of Nonprofit Finance Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 133238657 |
| Plan Effective Date | 1983-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nonprofit Finance Fund)
Sponsor-wide plan assets over time
All Nonprofit Finance Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 40.96067079029832% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $16M |
| 2023 | 1 | 119 | $20M |
| 2024 | 1 | 114 | $23M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
403(b) Thrift Plan for Employees of Nonprofit Finance Fund's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Field & Main Bank 401(k) Plan in KY ($23M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Field & Main Bank 401(k) Plan (KY) $23M · 123
- Athenix Solutions Group, LLC 401(k) Plan (MD) $23M · 250
- Civc Partners 401(k) Plan (IL) $23M · 25
- Pathology Associates, Ltd. 401(k) Plan (AZ) $23M · 16
Similar participant headcount
Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.
- Falls Community Hospital 401(k) Plan (TX) 114 · 0 off
- Southeast Milk Inc. 401(k) Profit Sharing Plan (FL) 114 · 0 off
- Window World of Baton Rouge 401(k) Plan (LA) 114 · 0 off
- Mypoint Credit Union 401(k) Plan (CA) 114 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.