Other · DOL Form 5500 · 2022
Goodwill Industries of Souther Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 589
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $12,483
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Goodwill Industries of Southern New England, Inc. · Sponsored by Goodwill Industries of Souther · Connecticut · Other Services
$7M in assets, 589 participants
Goodwill Industries of Souther's 403(b) Thrift Plan of Goodwill Industries of Southern New England, Inc. reported $7M in total assets and 589 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #6,322 in Other Services (8,398 peers)
Goodwill Industries of Souther multi-year trail
Goodwill Industries of Souther's plans moved +38.9% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Goodwill Industries of Southern New England, Inc. at $7M / 589 participants.
- #6,322
- in Other Services (8,398 peers)
- -16.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Goodwill Industries of Southern New England, Inc.'s mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of Goodwill Industries of Southern New England, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,352,778 Top 41% higher than 59% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
403(b) Thrift Plan of Goodwill Industries of Southern New England, Inc. 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. 403(b) Thrift Plan of Goodwill Industries of Southern New England, Inc. sits mid-pack in the medium band (589 participants).
Published 5500 schedule card
Filing strip 237431264 · Goodwill Industries of Souther PY 2022 · Other
403(b) Thrift Plan of Goodwill Industries of Southern New England, Inc. · $7M · 589 · 59th
- PCT $7M
- EIN 589
- RANK 59th
- PHOTO Other
- IND near 403 (B) Thrift Plan of Girl Scouts of Northeast Texas
- EOY ind #6322
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 Other Services retirement plans → · Plans in Connecticut →
403(b) Thrift Plan of Goodwill Industries of Southern New England, Inc. in the asset neighbourhood
Goodwill Industries of Souther multi-year asset trail
Sponsor-wide plan assets over time
All Goodwill Industries of Souther plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 38.927355075863844% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 589 | $7M |
| 2023 | 1 | 655 | $9M |
| 2024 | 1 | 870 | $10M |
Goodwill Industries of Souther filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 237431264 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
403(b) Thrift Plan of Goodwill Industries of Southern New England, Inc.'s out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is 403 (B) Thrift Plan of Girl Scouts of Northeast Texas in TX ($7M); by covered participants it is North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan in VT (589 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (589 participants); asset peers above are excluded.
- North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan (VT) 589 · 0 off
- Drew University Defined Contribution and Tax Deferred Plan (NJ) 588 · 1 off
- Boston Healthcare for the Homeless Profit Sharing Plan (MA) 588 · 1 off
- Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan (CA) 588 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.