401(k) ยท DOL Form 5500 ยท 2022

Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$2M
Total assets
156
Participants
10th
Percentile by assets

Sponsored by Marion Goodwill Industries, Inc. ยท Ohio ยท Other Services

What the 2022 filing shows

Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan holds $2M for 156 participants - about $11,091 per participant, among the smaller plans by assets on file, up 4.8% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
156
covered participants
10th
percentile by assets (of 84,055 plans)
$11,091
avg assets per participant
Total Assets (2023)
$2M
Participants
156
State
Industry
Other Services

What the Filing Says About Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan

Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Marion Goodwill Industries, Inc., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 156 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 310908180, and the plan has been effective since 2012-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end - a gain of 4.8%. Net assets (after liabilities) closed the year at $2M, with reported net income of $79K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$79K
Plan Type401(k)
Employer EIN310908180
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan holds $2M in total assets with 156 participants. It is sponsored by Marion Goodwill Industries, Inc..
What type of plan is Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan?
Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2012-07-01. The plan is filed with the U.S. Department of Labor under EIN 310908180.
Who sponsors the Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan?
Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan is sponsored by Marion Goodwill Industries, Inc., located in Ohio. The sponsor's EIN is 310908180 and the plan operates in the Other Services industry.
How did Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan perform in 2022?
Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan grew by 4.8% during 2022, moving from $2M to $2M in total assets. Net income was $79K.
Where can I find official filings for Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 310908180 or plan name at efast.dol.gov.
How does Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Marion Goodwill Industries, Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

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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 310908180.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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