Profit Sharing · DOL Form 5500 · 2022

Goodwill Industries of Lane & South Coast Counties Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
548
Participants Below avg headcount
45th
Percentile by assets National rank
$6,911
Avg per participant Low balance/head
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Official DOL plan name: Goodwill Industries of Lane & South Coast Counties 403b Plan · Sponsored by Goodwill Industries of Lane & South Coast Counties · Oregon · Retail Trade

$4M in assets, 548 participants

Goodwill Industries of Lane & South Coast Counties's Goodwill Industries of Lane & South Coast Counties 403b Plan reported $4M in total assets and 548 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,173 in Retail Trade (9,519 peers)

Goodwill Industries of Lane & South Coast Counties multi-year trail

Goodwill Industries of Lane & South Coast Counties's plans moved +67.8% in assets from 2022 to 2024; this filing shows Goodwill Industries of Lane & South Coast Counties 403b Plan at $4M / 548 participants.

#5,173
in Retail Trade (9,519 peers)
-5.4%
assets change YoY

The plan reported a net loss of $216K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goodwill Industries of Lane & South Coast Counties 403b Plan's mid-pack asset rank among Retail Trade and all filers

Goodwill Industries of Lane & South Coast Counties 403b Plan vs every filed plan by assets

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

$3,787,329 45th percentile higher than 45% 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 Lane & South Coast Counties 403b 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 Lane & South Coast Counties 403b Plan sits mid-pack in the medium band (548 participants).

Form 5500 schedule snapshot

Filing strip 930572370 · Goodwill Industries of Lane & South Coast Counties PY 2022 · Profit Sharing

Goodwill Industries of Lane & South Coast Counties 403b Plan · $4M · 548 · 45th

  • VS-ST $4M
  • BOY 548
  • SCH 45th
  • EBSA Profit Sharing
  • PART near Arthur a. Kezian, D.D.S., Inc. Profit Sharing Plan
  • TYPE ind #5173

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 Retail Trade retirement plans → · Plans in Oregon →

Goodwill Industries of Lane & South Coast Counties 403b Plan in the asset neighbourhood

Goodwill Industries of Lane & South Coast Counties 403b PlanGoodwill Industries of Lane …$4MArthur a. Kezian, D.D.S., Inc. Profit Sharing PlanArthur a. Kezian, D.D.S., In…$4MFranklin's Earthmoving Inc. Profit Sharing PlanFranklin's Earthmoving Inc. …$4MNewman and Caribe Profit Sharing Retirement PlanNewman and Caribe Profit Sha…$4ML.a. Family Housing Retirement PlanL.a. Family Housing Retireme…$4M
End-of-year total assets ($M) among Goodwill Industries of Lane & South Coast Counties 403b Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Goodwill Industries of Lane & South Coast Counties multi-year asset trail

Sponsor-wide plan assets over time

All Goodwill Industries of Lane & South Coast Counties plans reported in each filing year

Latest sponsor-wide plan assets
$6M 67.82125344801045% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.79M $6.36M ▲ +67.8%
Year Plans Participants Total Assets
2022 1 548 $4M
2023 1 552 $5M
2024 1 558 $6M

Goodwill Industries of Lane & South Coast Counties filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$216K
Employer EIN930572370
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

Goodwill Industries of Lane & South Coast Counties 403b Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Goodwill Industries of Lane & South Coast Counties 403b Plan, Total assets ($M): 3.787329 · Participants: 548Goodwill Industries of Lane & South Coast Counties 403b PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 730.86675 · Participants: 5197Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 556.921709 · Participants: 10849Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 176.596093 · Participants: 765Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 146.675789 · Participants: 483The Hoffman Employee Retirement Income PlanGoodwill Industries Employee Retirement and Incentive Plan, Total assets ($M): 61.284393 · Participants: 1519Goodwill Industries Employee Retirement and Incentive Plan
Goodwill Industries of Lane & South Coast Counties 403b Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants

Goodwill Industries of Lane & South Coast Counties 403b Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Arthur a. Kezian, D.D.S., Inc. Profit Sharing Plan in CA ($4M); by covered participants it is Local Union 373 U.a. Annuity Fund in NY (549 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (548 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 Lane & South Coast Counties 403b Plan assets move in 2022?
Goodwill Industries of Lane & South Coast Counties 403b Plan pulled back noticeably - down 5.4% during 2022, from $4M to $4M. Reported net income was -$216K.
How have Goodwill Industries of Lane & South Coast Counties plan assets changed over time?
Across 3 plan years on file (2022-2024), Goodwill Industries of Lane & South Coast Counties's sponsor-wide assets grew 67.8%, from $4M to $6M.
Which Profit Sharing plans are similar in size to Goodwill Industries of Lane & South Coast Counties 403b Plan?
Among Profit Sharing plans in other states, the closest by assets is Arthur a. Kezian, D.D.S., Inc. Profit Sharing Plan in CA ($4M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Goodwill Industries of Lane & South Coast Counties 403b Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Local Union 373 U.a. Annuity Fund in NY (549 participants, $37M in assets).