Other · DOL Form 5500 · 2022

Goodwill Keystone Area Retirement Plan

Data updated 2026-08-25

$831K
Total assets Small plan by assets
166
Participants Small participant base
23rd
Percentile by assets National rank
$5,004
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Goodwill Keystone Area · Sponsored by Goodwill Keystone Area · Pennsylvania · Healthcare & Social Assistance

$831K in assets, 166 participants

Goodwill Keystone Area's Tax Deferred Annuity Plan of Goodwill Keystone Area reported $831K in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,946 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Tax Deferred Annuity Plan of Goodwill Keystone Area covers 166 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $831K.

#3,946
in Healthcare & Social Assistance (20,060 peers)
-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.

Tax Deferred Annuity Plan of Goodwill Keystone Area among the smaller filed plans by assets

Tax Deferred Annuity Plan of Goodwill Keystone Area vs every filed plan by assets

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

$830,684 23rd percentile higher than 23% 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

Tax Deferred Annuity Plan of Goodwill Keystone Area among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Goodwill Keystone Area sits mid-pack in the medium band (166 participants).

EBSA filing schedule strip

Filing strip 231365338 · Goodwill Keystone Area PY 2022 · Other

Tax Deferred Annuity Plan of Goodwill Keystone Area · $831K · 166 · 23rd

  • VS-ST $831K
  • BOY 166
  • SCH 23rd
  • EBSA Other
  • PART near Grimmway Schools, Inc. 403(b) Plan
  • TYPE ind #3946

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 Pennsylvania →

Tax Deferred Annuity Plan of Goodwill Keystone Area in the asset neighbourhood

Tax Deferred Annuity Plan of Goodwill Keystone AreaTax Deferred Annuity Plan of…$831KGrimmway Schools, Inc. 403(b) PlanGrimmway Schools, Inc. 403(b…$831KThe Campagna Center 403(b)$831KThe Robert D Jablonski Jr Md Profit Sharing Plan & TrustThe Robert D Jablonski Jr Md…$831KMaine Coast Memorial Hospital Retirement PlanMaine Coast Memorial Hospita…$834K
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Goodwill Keystone Area and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$831K
Net Income-$227K
Employer EIN231365338
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill Keystone Area)

Sponsor-wide plan assets over time

All Goodwill Keystone Area plans reported in each filing year

Latest sponsor-wide plan assets
$16M 9.721047619453152% vs 2022
2024 filing year
$14M$14.5M$15M$15.5M$16M$16.5M 202220232024 $14.6M $16M ▲ +9.8%
Year Plans Participants Total Assets
2022 2 1,154 $15M
2023 1 1,272 $15M
2024 1 1,446 $16M

Nearby Other Plans in Pennsylvania

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

Tax Deferred Annuity Plan of Goodwill Keystone Area vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Tax Deferred Annuity Plan of Goodwill Keystone Area, Total assets ($B): 0.000830684 · Participants: 166Tax Deferred Annuity Plan of Goodwill Keystone AreaThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Tax Deferred Annuity Plan of Goodwill Keystone Area vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Tax Deferred Annuity Plan of Goodwill Keystone Area side-by-side with 3 peers →

Tax Deferred Annuity Plan of Goodwill Keystone Area's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Grimmway Schools, Inc. 403(b) Plan in CA ($831K); by covered participants it is Canterbury School Section 403(b) Plan in CT (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($831K here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Tax Deferred Annuity Plan of Goodwill Keystone Area assets move in 2022? ▼
Tax Deferred Annuity Plan of Goodwill Keystone Area declined sharply - down 21.5% during 2022, from $1M to $831K. Reported net income was -$227K.
How have Goodwill Keystone Area plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodwill Keystone Area's sponsor-wide assets grew 9.7%, from $15M to $16M.
Where does Tax Deferred Annuity Plan of Goodwill Keystone Area rank by assets among Form 5500 filers? ▼
Tax Deferred Annuity Plan of Goodwill Keystone Area ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Tax Deferred Annuity Plan of Goodwill Keystone Area? ▼
Among Other plans in other states, the closest by assets is Grimmway Schools, Inc. 403(b) Plan in CA ($831K, 282 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Goodwill Keystone Area? ▼
Among Other plans in other states, the closest by covered participants is Canterbury School Section 403(b) Plan in CT (166 participants, N/A 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 231365338.

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.