Other · DOL Form 5500 · 2022

Goodwill of the San Francisco Bay Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
408
Participants Below avg headcount
35th
Percentile by assets National rank
$5,368
Avg per participant Low balance/head
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Official DOL plan name: Goodwill 403(b) Plan · Sponsored by Goodwill of the San Francisco Bay · California · Healthcare & Social Assistance

$2M in assets, 408 participants

Goodwill of the San Francisco Bay's Goodwill 403(b) Plan reported $2M in total assets and 408 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,411 in Healthcare & Social Assistance (20,060 peers)

Goodwill of the San Francisco Bay multi-year trail

Goodwill of the San Francisco Bay's plans moved +29.8% in assets from 2022 to 2023; this filing shows Goodwill 403(b) Plan at $2M / 408 participants.

#7,411
in Healthcare & Social Assistance (20,060 peers)
+2.0%
assets growth YoY

Goodwill 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Goodwill 403(b) Plan vs every filed plan by assets

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

$2,190,017 35th percentile higher than 35% 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 403(b) 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 403(b) Plan sits mid-pack in the medium band (408 participants).

Plan-year Form 5500 strip

Filing strip 941156540 · Goodwill of the San Francisco Bay PY 2022 · Other

Goodwill 403(b) Plan · $2M · 408 · 35th

  • EOY $2M
  • 5500 408
  • ASSETS 35th
  • PCT Other
  • EIN near 401(k) Profit Sharing Plan for Employees of Wolverine Human Services
  • RANK ind #7411

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 California →

Goodwill 403(b) Plan in the asset neighbourhood

Goodwill 403(b) Plan$2M401(k) Profit Sharing Plan for Employees of Wolverine Human Services401(k) Profit Sharing Plan f…$2MCounseling & Recovery Services of Oklahoma, Inc. 403(b) PlanCounseling & Recovery Servic…$2MNew Avenues to Independence, Inc. Retirement PlanNew Avenues to Independence,…$2MVia of the Lehigh Valley, Inc. 403(b) PlanVia of the Lehigh Valley, In…$2M
End-of-year total assets ($M) among Goodwill 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Goodwill of the San Francisco Bay multi-year asset trail

Sponsor-wide plan assets over time

All Goodwill of the San Francisco Bay plans reported in each filing year

Latest sponsor-wide plan assets
$3M 29.79707463458046% vs 2022
2023 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 20222023 $2.19M $2.84M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 408 $2M
2023 1 406 $3M

Goodwill of the San Francisco Bay filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$43K
Employer EIN941156540
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Goodwill 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Goodwill 403(b) Plan, Total assets ($B): 0.002190017 · Participants: 408Goodwill 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Goodwill 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Goodwill 403(b) Plan side-by-side with 3 peers →

Goodwill 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 401(k) Profit Sharing Plan for Employees of Wolverine Human Services in MI ($2M); by covered participants it is Westminster Christian Academy Retirement Plan in MO (408 participants). Same-state nearby plans are listed separately above.

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 403(b) Plan assets move in 2022? ▼
Goodwill 403(b) Plan edged up modestly - up 2.0% during 2022, from $2M to $2M. Reported net income was $43K.
How have Goodwill of the San Francisco Bay plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Goodwill of the San Francisco Bay's sponsor-wide assets grew 29.8%, from $2M to $3M.
Which Other plans are similar in size to Goodwill 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Wolverine Human Services in MI ($2M, 201 participants).
Which Other plans cover a similar participant headcount to Goodwill 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Westminster Christian Academy Retirement Plan in MO (408 participants, $17M in assets).

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 941156540.

Read our methodology - how this data is sourced, computed, and verified.

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