Tax Deferred Annuity Plan of Goodwill Keystone Area

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Goodwill Keystone Area · Pennsylvania · Healthcare & Social Assistance

What the 2023 filing shows

Tax Deferred Annuity Plan of Goodwill Keystone Area holds $831K for 166 participants — about $5,004 per participant, down 21.5% over the 2022 plan year.

$831K
total plan assets (2022 EOY): 166
covered participants: $5,004
avg assets per participant: -21.5%
assets change YoY

The plan reported a net loss of $227K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$831K

Participants

166

State

Pennsylvania

Industry

Healthcare & Social Assistance

What the Filing Says About Tax Deferred Annuity Plan of Goodwill Keystone Area

Tax Deferred Annuity Plan of Goodwill Keystone Area is a Profit Sharing retirement plan sponsored by Goodwill Keystone Area, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $831K in total end-of-year assets and covers 166 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 231365338, and the plan has been effective since 2004-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2022 to $831K at year-end — a decline of 21.5%. Net assets (after liabilities) closed the year at $831K, with reported net income of $-227,083 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$1M
Total Assets (End of Year)	$831K
Net Assets (End of Year)	$831K
Net Income	$-227,083
Plan Type	Profit Sharing
Employer EIN	231365338
Plan Effective Date	2004-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Goodwill Keystone Area)

Year	Plans	Participants	Total Assets
2022	2	1,154	$15M
2023	1	1,272	$15M
2024	1	1,446	$16M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The University of Pennsylvania Matching Plan $6.3B · 20,979
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Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
Jefferson Defined Contribution Retirement Plan $2.5B · 15,783

Compare Tax Deferred Annuity Plan of Goodwill Ke… side-by-side with 3 peers →

Related Data

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Frequently Asked Questions

How much money is in the Tax Deferred Annuity Plan of Goodwill Keystone Area? ▼

As of the 2022 Form 5500 filing, Tax Deferred Annuity Plan of Goodwill Keystone Area holds $831K in total assets with 166 participants. It is sponsored by Goodwill Keystone Area.

What type of plan is Tax Deferred Annuity Plan of Goodwill Keystone Area? ▼

Tax Deferred Annuity Plan of Goodwill Keystone Area is a Profit Sharing plan. It has been effective since 2004-04-01. The plan is filed with the U.S. Department of Labor under EIN 231365338.

Who sponsors the Tax Deferred Annuity Plan of Goodwill Keystone Area? ▼

Tax Deferred Annuity Plan of Goodwill Keystone Area is sponsored by Goodwill Keystone Area, located in Pennsylvania. The sponsor's EIN is 231365338 and the plan operates in the Healthcare & Social Assistance industry.

How did Tax Deferred Annuity Plan of Goodwill Keystone Area perform in 2022? ▼

Tax Deferred Annuity Plan of Goodwill Keystone Area declined by 21.5% during 2022, moving from $1M to $831K in total assets. Net income was $-227,083.

Where can I find official filings for Tax Deferred Annuity Plan of Goodwill Keystone Area? ▼

Official Form 5500 filings for Tax Deferred Annuity Plan of Goodwill Keystone Area are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231365338 or plan name at efast.dol.gov.

How does Tax Deferred Annuity Plan of Goodwill Keystone Area compare to other plans? ▼

You can compare Tax Deferred Annuity Plan of Goodwill Keystone Area against other Profit Sharing plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.