Other · DOL Form 5500 · 2022
Goodwill Industries of Orange County, California Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 1,284
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $18,537
- Avg per participant Low balance/head
Official DOL plan name: 403b Thrift Plan for Goodwill Industries of Orange County, Ca · Sponsored by Goodwill Industries of Orange County, California · California · Retail Trade
$24M in assets, 1,284 participants
Goodwill Industries of Orange County, California's 403b Thrift Plan for Goodwill Industries of Orange County, Ca reported $24M in total assets and 1,284 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #8,406 in Retail Trade (9,519 peers)
Coverage in California
403b Thrift Plan for Goodwill Industries of Orange County, Ca covers 1,284 participants in California, 2.0x the typical California plan (state average ~630 per filing). Assets: $24M.
- #8,406
- in Retail Trade (9,519 peers)
- -13.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403b Thrift Plan for Goodwill Industries of Orange County, Ca's outsized position by total assets
403b Thrift Plan for Goodwill Industries of Orange County, Ca vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,801,584 Top 20% higher than 80% 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
403b Thrift Plan for Goodwill Industries of Orange County, Ca's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403b Thrift Plan for Goodwill Industries of Orange County, Ca lands in the large band (1,284 participants).
Plan-year Form 5500 strip
Filing strip 951644018 · Goodwill Industries of Orange County, California PY 2022 · Other
403b Thrift Plan for Goodwill Industries of Orange County, Ca · $24M · 1,284 · 80th
- PCT $24M
- EIN 1,284
- RANK 80th
- PHOTO Other
- IND near Orchard School Retirement Plan
- EOY ind #8406
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 California →
403b Thrift Plan for Goodwill Industries of Orange County, Ca in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$4M |
| Employer EIN | 951644018 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of Orange County, California)
Sponsor-wide plan assets over time
All Goodwill Industries of Orange County, California plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 32.96554128498339% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,284 | $24M |
| 2023 | 1 | 1,297 | $28M |
| 2024 | 1 | 1,597 | $32M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
403b Thrift Plan for Goodwill Industries of Orange County, Ca's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Orchard School Retirement Plan in IN ($24M); by covered participants it is American Baptist Homes of the Midwest Tda Plan in MN (1,284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Orchard School Retirement Plan (IN) $24M · 110
- Honorbridge Retirement Plan (NC) $24M · 166
- 92nd Street Y 403(b) Plan (NY) $24M · 436
- Newman University DC Plan (KS) $24M · 174
Similar participant headcount
Nearest other-state filings by covered participants (1,284 participants); asset peers above are excluded.
- American Baptist Homes of the Midwest Tda Plan (MN) 1,284 · 0 off
- Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement Plan (WI) 1,283 · 1 off
- Brown University Defined Contribution Legacy Retirement Plan (RI) 1,283 · 1 off
- 401(k) Profit Sharing Plan for Employees of Mclarty Automotive Group, LLC (AR) 1,286 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.