Community Foundation of Northwest Indiana retirement plans

Community Foundation of Northwest Indiana, Inc., Munster, IN. EIN 31-1128781. Annual reports 2009–2025. Also filed as Community Foundaton of Northwest Indiana, Inc.

Community Foundation of Northwest Indiana, Inc. has 2 active retirement plans on file. The largest is the Community Foundation of Northwest Indiana 403(b) Retirement Plan, with 10,478 participants and $516 million in assets in 2025. No traditional pension plan appears in Community Foundation of Northwest Indiana's filings since 2009.

Active plans: 2
Participants: 19,094
Plan assets: $792 million
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Community Foundation of Northwest Indiana 403(b) Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 005Employer EIN 31-1128781
Participants (2025): 10,478
Net assets (2025): $516 million
Last listed recordkeeper: Lincoln Financial2011–2017
Plan administrator: Community Foundation of Northwest Indiana, Inc.
905 Ridge Road
Munster, IN 46321
(219) 703-1265As filed for 2025
In effect since: January 1, 2003

Plans merged into this one: Cfni Matching 403(b) Plan for Employees of ST. Catherine Hospital & ST. Mary Medical Center (2013).

Earlier plan names: Cfni 403(b) Retirement Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	10,478	$516 million	not listed
2024	10,067	$440 million	not listed
2023	9,835	$391 million	not listed
2022	9,511	$334 million	not listed
2021	9,194	$379 million	not listed
2020	8,960	$330 million	not listed
2019	8,906	$281 million	not listed
2018	8,357	$227 million	not listed
2017	7,920	$171 million	Lincoln Financial
2016	7,917	$136 million	Lincoln Financial
2015	7,879	$113 million	Lincoln Financial
2014	7,296	$85.3 million	Lincoln Financial
2013	4,232	$78.3 million	Lincoln Financial
2012	4,913	$24.1 million	Lincoln Financial
2011	2,060	$18.4 million	Lincoln Financial
2010	1,912	$14.9 million	not listed
2009	1,775	$10.7 million	not listed

Cfni Retirement Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 004Employer EIN 31-1128781
Participants (2025): 8,616
Net assets (2025): $276 million
Plan administrator: Community Foundation of Northwest Indiana, Inc.
905 Ridge Road
Munster, IN 46321
(219) 703-1265As filed for 2025
In effect since: January 1, 2003

Plans merged into this one: Cfni Retirement Benefit Plan for Employees of ST. Catherine Hospital and ST. Mary Medical Center (2015).

Earlier sponsor: Community Foundaton of Northwest Indiana, Inc. (2009–2017).

Earlier plan names: Community Foundation of Northwest Indiana, Inc. Retirement Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	8,616	$276 million	not listed
2024	8,493	$233 million	not listed
2023	7,814	$206 million	not listed
2022	7,490	$173 million	not listed
2021	7,404	$198 million	not listed
2020	7,369	$172 million	not listed
2019	7,098	$146 million	not listed
2018	6,742	$116 million	not listed
2017	6,473	$105 million	not listed
2016	6,367	$73.1 million	not listed
2015	6,227	$49.3 million	not listed
2014	4,674	$31.5 million	not listed
2013	3,712	$28.6 million	not listed
2012	3,517	$27.2 million	not listed
2011	3,263	$21.6 million	not listed
2010	2,944	$17.3 million	not listed
2009	2,611	$12.6 million	not listed

Cfni Retirement Benefit Plan for Employees of ST. Catherine Hospital and ST. Mary Medical Center

Target benefit planMerged

Merged. In 2015 its assets moved to the Cfni Retirement Plan, sponsored by Community Foundation of Northwest Indiana, Inc. (EIN 31-1128781, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 31-1128781
Participants (2014): 2,610
Net assets (2014): $38.7 million
Plan administrator: Community Foundation of Northwest Indiana, Inc.
901 Macarthur BLVD
Munster, IN 46321
(219) 836-6705As filed for 2015
In effect since: January 1, 2002

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	not listed
2014	2,610	$38.7 million	not listed
2013	3,286	$39.4 million	not listed
2012	4,986	$39.6 million	not listed
2011	4,714	$39.9 million	not listed
2010	3,817	$39.1 million	not listed
2009	3,430	$34.7 million	not listed

Cfni Matching 403(b) Plan for Employees of ST. Catherine Hospital & ST. Mary Medical Center

403(b)Merged

Merged. In 2013 its assets moved to the Cfni 403(b) Retirement Plan, sponsored by Community Foundation of Northwest Indiana, Inc. (EIN 31-1128781, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 31-1128781
Participants (2012): 4,959
Net assets (2012): $41.6 million
Recordkeeper: Lincoln Financial2009–2013
Plan administrator: Community Foundation of Northwest Indiana, Inc.
901 Macarthur Boulevard
Munster, IN 46321
(219) 836-6705As filed for 2013
In effect since: October 17, 2001

Earlier plan names: Cfni Matching 403(b) Plan for Employees of ST. Catherine Hospital and ST. Mary Medical Center.

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	Lincoln Financial
2012	4,959	$41.6 million	Lincoln Financial
2011	4,693	$39.7 million	Lincoln Financial
2010	4,515	$38.9 million	not listed
2009	5,952	$34.4 million	Lincoln Financial

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((219) 703-1265). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.