Other · DOL Form 5500 · 2022
Goodwill Industries of S New Jersey and Philadelphia Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 893
- Participants Near avg headcount
- 31st
- Percentile by assets National rank
- $1,901
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan · Sponsored by Goodwill Industries of S New Jersey and Philadelphia · New Jersey · Finance & Insurance
$2M in assets, 893 participants
Goodwill Industries of S New Jersey and Philadelphia's Tax Deferred Annuity Plan reported $2M in total assets and 893 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- #1,952 in Finance & Insurance (9,261 peers)
Goodwill Industries of S New Jersey and Philadelphia multi-year trail
Goodwill Industries of S New Jersey and Philadelphia's plans moved +57.8% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan at $2M / 893 participants.
- #1,952
- in Finance & Insurance (9,261 peers)
- -13.3%
- assets change YoY
The plan reported a net loss of $261K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tax Deferred Annuity Plan among the smaller filed plans by assets
Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,697,615 31st percentile higher than 31% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tax Deferred Annuity 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. Tax Deferred Annuity Plan sits mid-pack in the medium band (893 participants).
Published 5500 schedule card
Filing strip 210681239 · Goodwill Industries of S New Jersey and Philadelphia PY 2022 · Other
Tax Deferred Annuity Plan · $2M · 893 · 31st
- RANK $2M
- RANK 893
- RANK 31st
- RANK Other
- RANK near California Vocations, Inc. Employer Matching Retirement Plan
- RANK ind #1952
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Tax Deferred Annuity Plan in the asset neighbourhood
Goodwill Industries of S New Jersey and Philadelphia multi-year asset trail
Sponsor-wide plan assets over time
All Goodwill Industries of S New Jersey and Philadelphia plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 57.75243503385632% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 893 | $2M |
| 2023 | 1 | 994 | $2M |
| 2024 | 1 | 992 | $3M |
Goodwill Industries of S New Jersey and Philadelphia filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$261K |
| Employer EIN | 210681239 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
- Princeton University Retirement Savings Plan $1.3B · 7,627
- Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
- Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
- Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041
Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is California Vocations, Inc. Employer Matching Retirement Plan in CA ($2M); by covered participants it is The Harker School 403(b) Tax Deferred Annuity Plan in CA (893 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 (893 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.