Other · DOL Form 5500 · 2022

Goodwill of North Georgia, Inc Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
3,110
Participants Above avg headcount
78th
Percentile by assets National rank
$6,854
Avg per participant Low balance/head
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Official DOL plan name: Goodwill of North Georgia, Inc Tax Deferred Annuity Plan · Sponsored by Goodwill of North Georgia, Inc · Georgia · Healthcare & Social Assistance

$21M in assets, 3,110 participants

Goodwill of North Georgia, Inc's Goodwill of North Georgia, Inc Tax Deferred Annuity Plan reported $21M in total assets and 3,110 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,372 in Healthcare & Social Assistance (20,060 peers)

Coverage in Georgia

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan covers 3,110 participants in Georgia, 2.8x the typical Georgia plan (state average ~1,096 per filing). Assets: $21M.

#16,372
in Healthcare & Social Assistance (20,060 peers)
-5.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan's outsized position by total assets

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan vs every filed plan by assets

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

$21,315,282 Top 22% higher than 78% 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 of North Georgia, Inc Tax Deferred Annuity 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 North Georgia, Inc Tax Deferred Annuity Plan lands in the large band (3,110 participants).

DOL schedule card

Filing strip 208351046 · Goodwill of North Georgia, Inc PY 2022 · Other

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan · $21M · 3,110 · 78th

  • 5500 $21M
  • 5500 3,110
  • 5500 78th
  • 5500 Other
  • 5500 near Lutheran Social Services Tax Deferred Annuity Plan
  • 5500 ind #16372

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 Georgia →

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan in the asset neighbourhood

Nyise Tax Deferred Annuity PlanNyise Tax Deferred Annuity P…$21MGoodwill of North Georgia, Inc Tax Deferred Annuity PlanGoodwill of North Georgia, I…$21MLutheran Social Services Tax Deferred Annuity PlanLutheran Social Services Tax…$21MUmrc 403(b) Tax Sheltered Annuity PlanUmrc 403(b) Tax Sheltered An…$21MUsga Defined Contribution Retirement PlanUsga Defined Contribution Re…$21M
End-of-year total assets ($M) among Goodwill of North Georgia, Inc Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$21M
Net Income-$1M
Employer EIN208351046
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill of North Georgia, Inc)

Sponsor-wide plan assets over time

All Goodwill of North Georgia, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$28M 30.89813683909976% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.9M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 3,110 $21M
2023 1 3,083 $24M
2024 1 3,396 $28M

Nearby Other Plans in Georgia

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

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -0.500.511.52 Total assets ($B) Participants Goodwill of North Georgia, Inc Tax Deferred Annuity Plan, Total assets ($B): 0.021315282 · Participants: 3110Goodwill of North Georgia, Inc Tax Deferred Annuity PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.453786357 · Participants: 1982Mercer University Defined Contribution Retirement Plan
Goodwill of North Georgia, Inc Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Goodwill of North Georgia, Inc Tax Deferred Annuity Plan side-by-side with 3 peers →

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Lutheran Social Services Tax Deferred Annuity Plan in WI ($21M); by covered participants it is Community Memorial Health System 403(b) Plan in CA (3,107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,110 participants); asset peers above are excluded.

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 of North Georgia, Inc Tax Deferred Annuity Plan assets move in 2022? ▼
Goodwill of North Georgia, Inc Tax Deferred Annuity Plan pulled back noticeably - down 5.2% during 2022, from $22M to $21M. Reported net income was -$1M.
How have Goodwill of North Georgia, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodwill of North Georgia, Inc's sponsor-wide assets grew 30.9%, from $21M to $28M.
Where does Goodwill of North Georgia, Inc Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Goodwill of North Georgia, Inc Tax Deferred Annuity Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Goodwill of North Georgia, Inc Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Lutheran Social Services Tax Deferred Annuity Plan in WI ($21M, 756 participants).
Which Other plans cover a similar participant headcount to Goodwill of North Georgia, Inc Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Memorial Health System 403(b) Plan in CA (3,107 participants, $325M 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 208351046.

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.