Other · DOL Form 5500 · 2022

Goodwill Industries of Southern California, Inc. Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
2,384
Participants Above avg headcount
71st
Percentile by assets National rank
$5,829
Avg per participant Low balance/head
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Official DOL plan name: Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan · Sponsored by Goodwill Industries of Southern California, Inc. · California · Retail Trade

$14M in assets, 2,384 participants

Goodwill Industries of Southern California, Inc.'s Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan reported $14M in total assets and 2,384 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #7,780 in Retail Trade (9,519 peers)

Coverage in California

Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan covers 2,384 participants in California, 3.8x the typical California plan (state average ~630 per filing). Assets: $14M.

#7,780
in Retail Trade (9,519 peers)
-14.4%
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 Industries of Southern California, Inc. 403(b) Thrift Plan's outsized position by total assets

Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan vs every filed plan by assets

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

$13,896,118 Top 29% higher than 71% 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 Industries of Southern California, Inc. 403(b) Thrift 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 Industries of Southern California, Inc. 403(b) Thrift Plan lands in the large band (2,384 participants).

Published 5500 schedule card

Filing strip 951641441 · Goodwill Industries of Southern California, Inc. PY 2022 · Other

Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan · $14M · 2,384 · 71st

  • BOOK $14M
  • BOOK 2,384
  • BOOK 71st
  • BOOK Other
  • BOOK near Codman Square Health Center 403(b) Pension Plan
  • BOOK ind #7780

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 Retail Trade retirement plans → · Plans in California →

Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan in the asset neighbourhood

Goodwill Industries of Southern California, Inc. 403(b) Thrift PlanGoodwill Industries of South…$14MCodman Square Health Center 403(b) Pension PlanCodman Square Health Center …$14MOhio County Hospital Tax Deferred Annuity Retirement PlanOhio County Hospital Tax Def…$14MCns Healthcare 403(b) Plan$14MNational Association for College Admission Counseling Defined Contribution PlanNational Association for Col…$14M
End-of-year total assets ($M) among Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN951641441
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill Industries of Southern California, Inc.)

Sponsor-wide plan assets over time

All Goodwill Industries of Southern California, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 28.42426208528166% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.9M $17.9M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 2,384 $14M
2023 1 2,960 $16M
2024 1 2,706 $18M

Nearby Other Plans in California

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

Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -50510 Total assets ($B) Participants Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan, Total assets ($B): 0.013896118 · Participants: 2384Goodwill Industries of Southern California, Inc. 403(b) Thrift 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 Industries of Southern California, Inc. 403(b) Thrift Plan vs. nearby Other plans in California, assets vs. participants

Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Codman Square Health Center 403(b) Pension Plan in MA ($14M); by covered participants it is University of Miami Supplemental Retirement Annuity Program in FL (2,383 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,384 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 Industries of Southern California, Inc. 403(b) Thrift Plan assets move in 2022?
Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan pulled back noticeably - down 14.4% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Goodwill Industries of Southern California, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Goodwill Industries of Southern California, Inc.'s sponsor-wide assets grew 28.4%, from $14M to $18M.
Which Other plans are similar in size to Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan?
Among Other plans in other states, the closest by assets is Codman Square Health Center 403(b) Pension Plan in MA ($14M, 305 participants).
Which Other plans cover a similar participant headcount to Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan?
Among Other plans in other states, the closest by covered participants is University of Miami Supplemental Retirement Annuity Program in FL (2,383 participants, $689M in assets).