Other · DOL Form 5500 · 2022

Goodwill Industries-Knoxville, Inc. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
309
Participants Below avg headcount
25th
Percentile by assets National rank
$3,383
Avg per participant Low balance/head
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Official DOL plan name: Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan · Sponsored by Goodwill Industries-Knoxville, Inc. · Tennessee · Healthcare & Social Assistance

$1M in assets, 309 participants

Goodwill Industries-Knoxville, Inc.'s Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan reported $1M in total assets and 309 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,564 in Healthcare & Social Assistance (20,060 peers)

Coverage in Tennessee

Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan covers 309 participants in Tennessee, about 27% of the average Tennessee filer (state average ~1,126 per filing). Assets: $1M.

#4,564
in Healthcare & Social Assistance (20,060 peers)
-15.1%
assets change YoY

The plan reported a net loss of $186K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan among the smaller filed plans by assets

Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$1,045,383 25th percentile higher than 25% 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

Goodwill Industries-Knoxville, Inc. Tax Sheltered 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. Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (309 participants).

Plan-year Form 5500 strip

Filing strip 620868796 · Goodwill Industries-Knoxville, Inc. PY 2022 · Other

Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan · $1M · 309 · 25th

  • BOOK $1M
  • VS-ST 309
  • BOY 25th
  • SCH Other
  • EBSA near Hughson Samaritan Village 403(b) Plan
  • PART ind #4564

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity PlanGoodwill Industries-Knoxvill…$1MHughson Samaritan Village 403(b) PlanHughson Samaritan Village 40…$1MShares, Inc. 403b Plan$1MIron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity PlanIron Workers District Counci…$1M403(b) Thrift Plan of Central Arizona Shelter Services, Inc.403(b) Thrift Plan of Centra…$1M
End-of-year total assets ($M) among Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$186K
Employer EIN620868796
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

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

Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.001045383 · Participants: 309Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 3.400218103 · Participants: 28507Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.06995117 · Participants: 6874Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 0.918824939 · Participants: 4892St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.517250441 · Participants: 11477Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.467821735 · Participants: 9451Southeastern Carpenters and Millwrights Pension Plan
Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Hughson Samaritan Village 403(b) Plan in CA ($1M); by covered participants it is Guide Dogs for the Blind, Inc. 403(b) Plan in CA (309 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan assets move in 2022? ▼
Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan declined sharply - down 15.1% during 2022, from $1M to $1M. Reported net income was -$186K.
Where does Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Other plans are similar in size to Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Hughson Samaritan Village 403(b) Plan in CA ($1M, 135 participants).
Which Other plans cover a similar participant headcount to Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Guide Dogs for the Blind, Inc. 403(b) Plan in CA (309 participants, $50M 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 620868796.

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.