Other · DOL Form 5500 · 2022

Goodwill Industries of Southeastern Wisconsin, Inc. Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
6,479
Participants Above avg headcount
79th
Percentile by assets National rank
$3,384
Avg per participant Low balance/head
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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.

  • #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.

#16,429
in Healthcare & Social Assistance (20,060 peers)
-10.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan's outsized position 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 $2,050,000,000 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 Southeastern Wisconsin, Inc. 403(b) 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 Southeastern Wisconsin, Inc. 403(b) Plan lands in the large band (6,479 participants).

Published 5500 schedule card

Filing strip 390808491 · Goodwill Industries of Southeastern Wisconsin, Inc. PY 2022 · Other

Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan · $22M · 6,479 · 79th

  • 5500 $22M
  • 5500 6,479
  • 5500 79th
  • 5500 Other
  • 5500 near American Nuclear Society 403(b) Retirement Plan
  • 5500 ind #16429

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 Wisconsin →

Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan in the asset neighbourhood

Humboldt Park Health 403(b) PlanHumboldt Park Health 403(b) …$22MAmerican Nuclear Society 403(b) Retirement PlanAmerican Nuclear Society 403…$22MGoodwill Industries of Southeastern Wisconsin, Inc. 403(b) PlanGoodwill Industries of South…$22MHillsdale Hospital 403(b) PlanHillsdale Hospital 403(b) Pl…$22MVirginia Union University Defined Contribution Retirement PlanVirginia Union University De…$22M
End-of-year total assets ($M) among Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Goodwill Industries of Southeastern Wisconsin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 32.10539015027799% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $64.6M $85.3M ▲ +32.1%
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 ($B) Participants Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan, Total assets ($B): 0.021924098 · Participants: 6479Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Other by assets is American Nuclear Society 403(b) Retirement Plan in IL ($22M); by covered participants it is Dana-Farber Cancer Institute Tax Deferred Annuity Plan in MA (6,492 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,479 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 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).
Which Other plans cover a similar participant headcount to Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Dana-Farber Cancer Institute Tax Deferred Annuity Plan in MA (6,492 participants, $595M 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 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.