Other · DOL Form 5500 · 2022

Goodwill Industries of Southeastern Wisconsin, Inc. Retirement Plan

Data updated 2026-08-11

$22M
Total assets
6,479
Participants
79th
Percentile by assets
$3,384
Avg per participant
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Official DOL plan name: Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan · Sponsored by Goodwill Industries of Southeastern Wisconsin, Inc. · Wisconsin · Healthcare & Social Assistance

$22M in assets, 6,479 participants

Goodwill Industries of Southeastern Wisconsin, Inc.'s Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan reported $22M in total assets and 6,479 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 139,126 plans)
  • #16,429 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan covers 6,479 participants in Wisconsin, 12x the typical Wisconsin plan (state average ~563 per filing). Assets: $22M.

$22M
total plan assets (2022 EOY)
6,479
covered participants
79th
percentile by assets (of 139,126 plans)
$3,384
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan sits by total assets

Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan vs every filed plan by assets

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

$21,924,098 Top 21% higher than 79% 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
Wisconsin
Industry
Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan reports 6,479 participants - 12x that state average ($22M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN390808491
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill Industries of Southeastern Wisconsin, Inc.)

$60M$70M$80M$90M 202220232024 $64.6M $85.3M ▲ +32.1%
Total plan assets by year, all Goodwill Industries of Southeastern Wisconsin, Inc. plans on file
Year Plans Participants Total Assets
2022 2 8,258 $65M
2023 2 11,853 $76M
2024 2 12,723 $85M

Nearby Other Plans in Wisconsin

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

Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants Goodwill Industries …, Total assets ($B): 0.021924098 · Participants: 6479Goodwill Industries …The Medical College …, Total assets ($B): 2.017144493 · Participants: 6020The Medical College …Froedtert Health, In…, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, In…University of Wiscon…, Total assets ($B): 1.081877556 · Participants: 1679University of Wiscon…Marquette University…, Total assets ($B): 0.77906567 · Participants: 2039Marquette University…Children's Hospital …, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital …
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Goodwill Industries of Southeastern Wisc… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan assets move in 2022? ▼
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan pulled back noticeably - down 10.7% during 2022, from $25M to $22M. Reported net income was -$3M.
How have Goodwill Industries of Southeastern Wisconsin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodwill Industries of Southeastern Wisconsin, Inc.'s sponsor-wide assets grew 32.1%, from $65M to $85M.
Where does Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan ranks in the 79th 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 Industries of Southeastern Wisconsin, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is American Nuclear Society 403(b) Retirement Plan in IL ($22M, 37 participants).

Next read for Goodwill Industries of Southeastern Wisc…

Filing takeaways

Ways to act on Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) 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 390808491.

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.