401(k) · DOL Form 5500 · 2022

Southern Oregon Goodwill Industries Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
278
Participants Below avg headcount
32nd
Percentile by assets National rank
$6,360
Avg per participant Low balance/head
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Official DOL plan name: Southern Oregon Goodwill, Inc. 403(b) Plan · Sponsored by Southern Oregon Goodwill Industries Inc · Oregon · Retail Trade

$2M in assets, 278 participants

Southern Oregon Goodwill Industries Inc's Southern Oregon Goodwill, Inc. 403(b) Plan reported $2M in total assets and 278 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,962 in Retail Trade (9,519 peers)

Southern Oregon Goodwill Industries Inc multi-year trail

Southern Oregon Goodwill Industries Inc's plans moved +63.4% in assets from 2022 to 2024; this filing shows Southern Oregon Goodwill, Inc. 403(b) Plan at $2M / 278 participants.

#3,962
in Retail Trade (9,519 peers)
-16.9%
assets change YoY

The plan reported a net loss of $364K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Oregon Goodwill, Inc. 403(b) Plan among the smaller filed plans by assets

Southern Oregon Goodwill, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,767,962 32nd percentile higher than 32% of 139,123 filed plans

This plan $0 $2,050,000,000 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 2022

Southern Oregon Goodwill, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Oregon Goodwill, Inc. 403(b) Plan sits mid-pack in the medium band (278 participants).

EBSA filing schedule strip

Filing strip 930564141 · Southern Oregon Goodwill Industries Inc PY 2022 · 401(k)

Southern Oregon Goodwill, Inc. 403(b) Plan · $2M · 278 · 32nd

  • PART $2M
  • PART 278
  • PART 32nd
  • PART 401(k)
  • PART near Hacm, Inc. 401(k) Profit Sharing Plan
  • PART ind #3962

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 Retail Trade retirement plans → · Plans in Oregon →

Southern Oregon Goodwill, Inc. 403(b) Plan in the asset neighbourhood

Southern Oregon Goodwill, Inc. 403(b) PlanSouthern Oregon Goodwill, In…$2MHacm, Inc. 401(k) Profit Sharing PlanHacm, Inc. 401(k) Profit Sha…$2MTucson Country Club 401(k) Savings PlanTucson Country Club 401(k) S…$2MManaged Career Solutions, Inc. 401(k) PlanManaged Career Solutions, In…$2MIps Group, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Southern Oregon Goodwill, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Southern Oregon Goodwill Industries Inc multi-year asset trail

Sponsor-wide plan assets over time

All Southern Oregon Goodwill Industries Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 63.38863618109439% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.77M $2.89M ▲ +63.3%
Year Plans Participants Total Assets
2022 1 278 $2M
2023 1 328 $2M
2024 1 340 $3M

Southern Oregon Goodwill Industries Inc filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$364K
Employer EIN930564141
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southern Oregon Goodwill, Inc. 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Southern Oregon Goodwill, Inc. 403(b) Plan, Total assets ($B): 0.001767962 · Participants: 278Southern Oregon Goodwill, Inc. 403(b) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Southern Oregon Goodwill, Inc. 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Southern Oregon Goodwill, Inc. 403(b) Plan side-by-side with 3 peers →

Southern Oregon Goodwill, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Hacm, Inc. 401(k) Profit Sharing Plan in GA ($2M); by covered participants it is Laird Technologies, Inc. 401(k) and Profit Sharing Plan in MO (278 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (278 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Oregon Goodwill, Inc. 403(b) Plan assets move in 2022? ▼
Southern Oregon Goodwill, Inc. 403(b) Plan declined sharply - down 16.9% during 2022, from $2M to $2M. Reported net income was -$364K.
How have Southern Oregon Goodwill Industries Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Oregon Goodwill Industries Inc's sponsor-wide assets grew 63.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Southern Oregon Goodwill, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hacm, Inc. 401(k) Profit Sharing Plan in GA ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Southern Oregon Goodwill, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Laird Technologies, Inc. 401(k) and Profit Sharing Plan in MO (278 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930564141.

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.