Other · DOL Form 5500 · 2022

Goodwill of North Georgia, Inc Retirement Plan

Data updated 2026-08-11

$21M
Total assets
3,110
Participants
78th
Percentile by assets
$6,854
Avg per participant
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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.

  • 78th percentile by assets (of 139,126 plans)
  • #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.

$21M
total plan assets (2022 EOY)
3,110
covered participants
78th
percentile by assets (of 139,126 plans)
$6,854
avg assets per participant

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.

Where Goodwill of North Georgia, Inc Tax Deferred Annuity Plan sits 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 $2,010,000,000 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

State
Georgia
Industry
Healthcare & Social Assistance

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Goodwill of North Georgia, Inc Tax Deferred Annuity Plan reports 3,110 participants - 2.8x that state average ($21M EOY assets).

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)

$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.9M ▲ +30.9%
Total plan assets by year, all Goodwill of North Georgia, Inc plans on file
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 ($B) Participants Goodwill of North Ge…, Total assets ($B): 0.021315282 · Participants: 3110Goodwill of North Ge…Wellstar Health Syst…, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health Syst…Northside Hospital 4…, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 4…Childrens Healthcare…, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare…IBEW Local 613 Defin…, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defin…Mercer University De…, Total assets ($B): 0.453786357 · Participants: 1982Mercer University De…
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 Defer… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Goodwill of North Georgia, Inc Tax Deferred Annuity Plan by total assets, not by location.

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).

Next read for Goodwill of North Georgia, Inc Tax Defer…

Filing takeaways

Ways to act on Goodwill of North Georgia, Inc Tax Deferred Annuity Plan's numbers.

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.