Other · DOL Form 5500 · 2022
Goodwill of Southwestern Pennsylvania Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 1,106
- Participants Near avg headcount
- 68th
- Percentile by assets National rank
- $10,673
- Avg per participant Low balance/head
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.
- #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.
- #14,708
- in Healthcare & Social Assistance (20,060 peers)
- -16.4%
- assets change YoY
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.
Goodwill of Southwestern Pennsylvania 403(b) Plan's outsized position by total assets
Goodwill of Southwestern Pennsylvania 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,804,481 Top 32% higher than 68% 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
Goodwill of Southwestern Pennsylvania 403(b) Plan'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. Goodwill of Southwestern Pennsylvania 403(b) Plan lands in the large band (1,106 participants).
Published 5500 schedule card
Filing strip 251098928 · Goodwill of Southwestern Pennsylvania PY 2022 · Other
Goodwill of Southwestern Pennsylvania 403(b) Plan · $12M · 1,106 · 68th
- ASSETS $12M
- PCT 1,106
- EIN 68th
- RANK Other
- PHOTO near St. Christopher's Inc. Pension Benefit Plan
- IND ind #14708
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 Pennsylvania →
Goodwill of Southwestern Pennsylvania 403(b) Plan in the asset neighbourhood
Goodwill of Southwestern Pennsylvania years around the 2022 move
Sponsor-wide plan assets over time
All Goodwill of Southwestern Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 8.860431898700163% vs 2022
- 2024 filing year
| 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.
- 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
Goodwill of Southwestern Pennsylvania 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is St. Christopher's Inc. Pension Benefit Plan in NY ($12M); by covered participants it is Eventide 403(b) Tax Deferred Savings Plan in MN (1,106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,106 participants); asset peers above are excluded.
- Eventide 403(b) Tax Deferred Savings Plan (MN) 1,106 · 0 off
- Iowa Health System Tax Deferred Section 403(b) Plan (IA) 1,107 · 1 off
- Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan (TX) 1,108 · 2 off
- Columbia College Chicago Employees' Retirement Plan (IL) 1,104 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.