Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Goodwill Industries of Sw Ok and N Tx 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Goodwill Industries of Sw Ok & N Texas, Inc. · Oklahoma · Healthcare & Social Assistance

What the 2023 filing shows

Goodwill Industries of Sw Ok and N Tx 403(b) Plan holds $910K for 138 participants — about $6,597 per participant, down 12.8% over the 2022 plan year.

$910K
total plan assets (2022 EOY)
138
covered participants
$6,597
avg assets per participant
-12.8%
assets change YoY

The plan reported a net loss of $133K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$910K
Participants
138
State
Industry
Healthcare & Social Assistance

What the Filing Says About Goodwill Industries of Sw Ok and N Tx 403(b) Plan

Goodwill Industries of Sw Ok and N Tx 403(b) Plan is a Profit Sharing retirement plan sponsored by Goodwill Industries of Sw Ok & N Texas, Inc., headquartered in Oklahoma. As of the 2022 Form 5500 filing, the plan reports $910K in total end-of-year assets and covers 138 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 730675119, and the plan has been effective since 2010-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2022 to $910K at year-end — a decline of 12.8%. Net assets (after liabilities) closed the year at $910K, with reported net income of $-133,360 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1M
Total Assets (End of Year)$910K
Net Assets (End of Year)$910K
Net Income$-133,360
Plan TypeProfit Sharing
Employer EIN730675119
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oklahoma

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Frequently Asked Questions

How much money is in the Goodwill Industries of Sw Ok and N Tx 403(b) Plan?
As of the 2022 Form 5500 filing, Goodwill Industries of Sw Ok and N Tx 403(b) Plan holds $910K in total assets with 138 participants. It is sponsored by Goodwill Industries of Sw Ok & N Texas, Inc..
What type of plan is Goodwill Industries of Sw Ok and N Tx 403(b) Plan?
Goodwill Industries of Sw Ok and N Tx 403(b) Plan is a Profit Sharing plan. It has been effective since 2010-01-01. The plan is filed with the U.S. Department of Labor under EIN 730675119.
Who sponsors the Goodwill Industries of Sw Ok and N Tx 403(b) Plan?
Goodwill Industries of Sw Ok and N Tx 403(b) Plan is sponsored by Goodwill Industries of Sw Ok & N Texas, Inc., located in Oklahoma. The sponsor's EIN is 730675119 and the plan operates in the Healthcare & Social Assistance industry.
How did Goodwill Industries of Sw Ok and N Tx 403(b) Plan perform in 2022?
Goodwill Industries of Sw Ok and N Tx 403(b) Plan declined by 12.8% during 2022, moving from $1M to $910K in total assets. Net income was $-133,360.
Where can I find official filings for Goodwill Industries of Sw Ok and N Tx 403(b) Plan?
Official Form 5500 filings for Goodwill Industries of Sw Ok and N Tx 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 730675119 or plan name at efast.dol.gov.
How does Goodwill Industries of Sw Ok and N Tx 403(b) Plan compare to other plans?
You can compare Goodwill Industries of Sw Ok and N Tx 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 730675119.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.