Other · DOL Form 5500 · 2022
Goodwill-Southwest Florida Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 493
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $8,541
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Goodwill-Southwest Florida · Sponsored by Goodwill-Southwest Florida · Florida · Other Services
$4M in assets, 493 participants
Goodwill-Southwest Florida's 403(b) Thrift Plan of Goodwill-Southwest Florida reported $4M in total assets and 493 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #5,627 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, 403(b) Thrift Plan of Goodwill-Southwest Florida ranks #5,627 of 8,398 2022 filers by assets (477% of the sector average)-$4M for 493 participants.
- #5,627
- in Other Services (8,398 peers)
- -6.6%
- assets change YoY
The plan reported a net loss of $299K 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-Southwest Florida's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of Goodwill-Southwest Florida vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,210,608 47th percentile higher than 47% 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-Southwest Florida 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-Southwest Florida sits mid-pack in the medium band (493 participants).
Published 5500 schedule card
Filing strip 596196141 · Goodwill-Southwest Florida PY 2022 · Other
403(b) Thrift Plan of Goodwill-Southwest Florida · $4M · 493 · 47th
- ASSETS $4M
- ASSETS 493
- ASSETS 47th
- ASSETS Other
- ASSETS near General John J. Pershing Memorial Hospital Association 403(b) Plan
- ASSETS ind #5627
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 Florida →
403(b) Thrift Plan of Goodwill-Southwest Florida in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$299K |
| Employer EIN | 596196141 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill-Southwest Florida)
Sponsor-wide plan assets over time
All Goodwill-Southwest Florida plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 29.71034111938228% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 493 | $4M |
| 2023 | 1 | 635 | $5M |
| 2024 | 1 | 1,101 | $5M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
403(b) Thrift Plan of Goodwill-Southwest Florida's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is General John J. Pershing Memorial Hospital Association 403(b) Plan in MO ($4M); by covered participants it is White Plains Hospital Center 403(b) Tax Deferred Annuity Plan in NY (493 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- General John J. Pershing Memorial Hospital Association 403(b) Plan (MO) $4M · 132
- Atlanta Union Mission 403(b) Retirement Plan (GA) $4M · 203
- Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs (PA) $4M · 129
- 403(b) Thrift Plan of Laurel View Village (PA) $4M · 185
Similar participant headcount
Nearest other-state filings by covered participants (493 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.