Profit Sharing · DOL Form 5500 · 2024

North American Family Institute, Inc. Profit Sharing Plan

Data updated 2026-08-11

$32M
Total assets
1,527
Participants
78th
Percentile by assets
$20,801
Avg per participant
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Official DOL plan name: North American Family Institute, Inc. 403(b) Plan · Sponsored by North American Family Institute, Inc. · Massachusetts · Healthcare & Social Assistance

$32M in assets, 1,527 participants

North American Family Institute, Inc.'s North American Family Institute, Inc. 403(b) Plan reported $32M in total assets and 1,527 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • 78th percentile by assets (of 123,622 plans)
  • #13,777 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

North American Family Institute, Inc. 403(b) Plan covers 1,527 participants in Massachusetts, 2.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $32M.

$32M
total plan assets (2024 EOY)
1,527
covered participants
78th
percentile by assets (of 123,622 plans)
$20,801
avg assets per participant

Where North American Family Institute, Inc. 403(b) Plan sits by total assets

North American Family Institute, Inc. 403(b) Plan vs every filed plan by assets

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

$31,763,306 Top 22% higher than 78% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North American Family Institute, Inc. 403(b) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • North American Family Institute, Inc. 403(b) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • North American Family Institute, Inc. 403(b) Plan reported participants rose from 1,448 in the plan year 2023 filing to 1,527 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Healthcare & Social Assistance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. North American Family Institute, Inc. 403(b) Plan reports 1,527 participants - 2.3x that state average ($32M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN042921507
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North American Family Institute, Inc.)

$20M$25M$30M$35M 202220232024 $21.5M $31.8M ▲ +47.5%
Total plan assets by year, all North American Family Institute, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,438 $22M
2023 1 1,448 $26M
2024 1 1,527 $32M

Nearby Profit Sharing Plans in Massachusetts

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

North American Family Institute, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

North American Family Institute, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants North American Famil…Consolidated 403(b) …Demoulas (Restated) …Dana-Farber Cancer I…The Boston Consultin…Sheet Metal Workers …
North American Family Institute, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare North American Family Institute, Inc. 40… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to North American Family Institute, Inc. 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did North American Family Institute, Inc. 403(b) Plan assets move in 2024? ▼
North American Family Institute, Inc. 403(b) Plan grew sharply - up 20.0% during 2024, from $26M to $32M. Reported net income was $5M.
How have North American Family Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North American Family Institute, Inc.'s sponsor-wide assets grew 47.6%, from $22M to $32M.
Where does North American Family Institute, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
North American Family Institute, Inc. 403(b) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to North American Family Institute, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nan Ya Plastics Corporation, America Employees Pension Plan in NJ ($32M, 933 participants).

Next read for North American Family Institute, Inc. 40…

Filing takeaways

Ways to act on North American Family Institute, Inc. 403(b) Plan's numbers.

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 042921507.

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.