Other · DOL Form 5500 · 2022

Evansville Goodwill Industries Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
35
Participants Small participant base
44th
Percentile by assets National rank
$102,514
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Tax Deferred Annuity Plan of Evansville Goodwill Industries · Sponsored by Evansville Goodwill Industries · Indiana · Other Services

$4M in assets, 35 participants

Evansville Goodwill Industries's Tax Deferred Annuity Plan of Evansville Goodwill Industries reported $4M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,445 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Tax Deferred Annuity Plan of Evansville Goodwill Industries ranks #5,445 of 8,398 2022 filers by assets (559% of the sector average)-$4M for 35 participants.

#5,445
in Other Services (8,398 peers)
-13.0%
assets change YoY

The plan reported a net loss of $535K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Deferred Annuity Plan of Evansville Goodwill Industries's mid-pack asset rank among Other Services and all filers

Tax Deferred Annuity Plan of Evansville Goodwill Industries vs every filed plan by assets

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

$3,587,984 44th percentile higher than 44% 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

Tax Deferred Annuity Plan of Evansville Goodwill Industries among smaller 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 of Evansville Goodwill Industries is a small filing (35 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 350868075 · Evansville Goodwill Industries PY 2022 · Other

Tax Deferred Annuity Plan of Evansville Goodwill Industries · $4M · 35 · 44th

  • VS-ST $4M
  • VS-ST 35
  • VS-ST 44th
  • VS-ST Other
  • VS-ST near Chris 180, Inc. 403(b) Retirement Plan
  • VS-ST ind #5445

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 Other Services retirement plans → · Plans in Indiana →

Tax Deferred Annuity Plan of Evansville Goodwill Industries in the asset neighbourhood

Tax Deferred Annuity Plan of Evansville Goodwill IndustriesTax Deferred Annuity Plan of…$4MChris 180, Inc. 403(b) Retirement PlanChris 180, Inc. 403(b) Retir…$4MBausch & Lomb Supplemental Retirement IncomeBausch & Lomb Supplemental R…$4M403(b) Thrift Plan for Employees of Jewish Community Center of Staten Island, Incorporated403(b) Thrift Plan for Emplo…$4MAppletree Institute 403(b) PlanAppletree Institute 403(b) P…$4M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Evansville Goodwill Industries and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$535K
Employer EIN350868075
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Indiana

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

Tax Deferred Annuity Plan of Evansville Goodwill Industries vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Tax Deferred Annuity Plan of Evansville Goodwill Industries, Total assets ($M): 3.587984 · Participants: 35Tax Deferred Annuity Plan of Evansville Goodwill IndustriesParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Tax Deferred Annuity Plan of Evansville Goodwill Industries vs. nearby Other plans in Indiana, assets vs. participants
Compare Tax Deferred Annuity Plan of Evansville Goodwill Industries side-by-side with 3 peers →

Tax Deferred Annuity Plan of Evansville Goodwill Industries's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Chris 180, Inc. 403(b) Retirement Plan in GA ($4M); by covered participants it is Alliance Health Management Services, LLC 403(b) Plan in MA (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Tax Deferred Annuity Plan of Evansville Goodwill Industries assets move in 2022? ▼
Tax Deferred Annuity Plan of Evansville Goodwill Industries pulled back noticeably - down 13.0% during 2022, from $4M to $4M. Reported net income was -$535K.
Which Other plans are similar in size to Tax Deferred Annuity Plan of Evansville Goodwill Industries? ▼
Among Other plans in other states, the closest by assets is Chris 180, Inc. 403(b) Retirement Plan in GA ($4M, 458 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Evansville Goodwill Industries? ▼
Among Other plans in other states, the closest by covered participants is Alliance Health Management Services, LLC 403(b) Plan in MA (35 participants, $924K 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 350868075.

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.