Other · DOL Form 5500 · 2022

Goodwill Industries of Northern Wisconsin and Upper Michigan, Inc. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
144
Participants Small participant base
28th
Percentile by assets National rank
$8,753
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan · Sponsored by Goodwill Industries of Northern Wisconsin and Upper Michigan, Inc. · Michigan · Healthcare & Social Assistance

$1M in assets, 144 participants

Goodwill Industries of Northern Wisconsin and Upper Michigan, Inc.'s Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan reported $1M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,153 in Healthcare & Social Assistance (20,060 peers)

Coverage in Michigan

Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan covers 144 participants in Michigan, about 23% of the average Michigan filer (state average ~638 per filing). Assets: $1M.

#5,153
in Healthcare & Social Assistance (20,060 peers)
-14.8%
assets change YoY

The plan reported a net loss of $219K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan among the smaller filed plans by assets

Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan vs every filed plan by assets

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

$1,260,405 28th percentile higher than 28% 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 of Northern Wi & Upper Mi 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. Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan sits mid-pack in the medium band (144 participants).

Published 5500 schedule card

Filing strip 391049987 · Goodwill Industries of Northern Wisconsin and Upper Michigan, Inc. PY 2022 · Other

Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan · $1M · 144 · 28th

  • PART $1M
  • PART 144
  • PART 28th
  • PART Other
  • PART near Threshold Residential Services, Inc. 403 (B) Pension Plan
  • PART ind #5153

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 Michigan →

Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan in the asset neighbourhood

Goodwill Industries of Northern Wi & Upper Mi 403(b) PlanGoodwill Industries of North…$1MThreshold Residential Services, Inc. 403 (B) Pension PlanThreshold Residential Servic…$1M403(b) Thrift Plan of Southern Maryland Vocational Industries, Incorporated403(b) Thrift Plan of Southe…$1MThe Inland Hospital Pension PlanThe Inland Hospital Pension …$1MCharlotte Lab School 403(b) PlanCharlotte Lab School 403(b) …$1M
End-of-year total assets ($M) among Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$219K
Employer EIN391049987
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Michigan

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

Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan, Total assets ($B): 0.001260405 · Participants: 144Goodwill Industries of Northern Wi & Upper Mi 403(b) PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.271049081 · Participants: 17796Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.120620788 · Participants: 52211Fca US LLC UAW Savings PlanSpectrum Health System 403(b) Plan, Total assets ($B): 2.34463562 · Participants: 26631Spectrum Health System 403(b) PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.23567862 · Participants: 33585Beaumont Health 403(b) Retirement Savings PlanMclaren Employees' 403(b) Retirement Plan, Total assets ($B): 1.449747534 · Participants: 21255Mclaren Employees' 403(b) Retirement Plan
Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants

Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Threshold Residential Services, Inc. 403 (B) Pension Plan in OH ($1M); by covered participants it is Pioneer Memorial Retirement Plan in SD (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 of Northern Wi & Upper Mi 403(b) Plan assets move in 2022?
Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan pulled back noticeably - down 14.8% during 2022, from $1M to $1M. Reported net income was -$219K.
Which Other plans are similar in size to Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan?
Among Other plans in other states, the closest by assets is Threshold Residential Services, Inc. 403 (B) Pension Plan in OH ($1M, 94 participants).
Which Other plans cover a similar participant headcount to Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Pioneer Memorial Retirement Plan in SD (144 participants, $3M in assets).