Other · DOL Form 5500 · 2022
Goodwill of Southwestern Pennsylvania Retirement Plan
Data updated 2026-08-11
- $12M
- Total assets
- 1,106
- Participants
- 68th
- Percentile by assets
- $10,673
- Avg per participant
Official DOL plan name: Goodwill of Southwestern Pennsylvania 403(b) Plan · Sponsored by Goodwill of Southwestern Pennsylvania · Pennsylvania · Healthcare & Social Assistance
$12M in assets, 1,106 participants
Goodwill of Southwestern Pennsylvania's Goodwill of Southwestern Pennsylvania 403(b) Plan reported $12M in total assets and 1,106 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- 68th percentile by assets (of 139,126 plans)
- #14,708 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Goodwill of Southwestern Pennsylvania 403(b) Plan declined sharply 16.4% in 2022 ($14M → $12M) for 1,106 participants.
- $12M
- total plan assets (2022 EOY)
- 1,106
- covered participants
- 68th
- percentile by assets (of 139,126 plans)
- $10,673
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
2022 asset move for Goodwill of Southwestern Pennsylvania 403(b) Plan
Year over year, total assets declined sharply from $14M at the start of 2022 to $12M at year-end (down 16.4%). Net assets closed at $12M; reported net income -$2M.
Goodwill of Southwestern Pennsylvania years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,106 | $12M |
| 2023 | 1 | 1,135 | $11M |
| 2024 | 1 | 1,192 | $13M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 251098928 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Goodwill of Southwestern Pennsylvania 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Similar-Sized Other Plans Nationally
Other plans in other states closest to Goodwill of Southwestern Pennsylvania 403(b) Plan by total assets, not by location.
- St. Christopher's Inc. Pension Benefit Plan (NY) $12M · 238
- Jawonio, Inc. 403(b) Thrift Plan (NY) $12M · 501
- Kindering Center 403(b) Plan (WA) $12M · 201
- Codman Square Health Center 403(b) Pension Plan (MA) $12M · 364
Frequently Asked Questions
How did Goodwill of Southwestern Pennsylvania 403(b) Plan assets move in 2022? ▼
How have Goodwill of Southwestern Pennsylvania plan assets changed over time? ▼
Which Other plans are similar in size to Goodwill of Southwestern Pennsylvania 403(b) Plan? ▼
Next read for Goodwill of Southwestern Pennsylvania 40…
2022 change
Ways to act on Goodwill of Southwestern Pennsylvania 403(b) Plan's numbers.
- By total assets, Goodwill of Southwestern Pennsylvania 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Goodwill of Southwestern Pennsylvania's sponsor-wide assets have grown 8.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans