Other · DOL Form 5500 · 2022

Goodwill Industries of Tulsa, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
501
Participants Below avg headcount
39th
Percentile by assets National rank
$5,585
Avg per participant Low balance/head
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Official DOL plan name: The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc. · Sponsored by Goodwill Industries of Tulsa, Inc. · Oklahoma · Other Services

$3M in assets, 501 participants

Goodwill Industries of Tulsa, Inc.'s The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc. reported $3M in total assets and 501 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #5,131 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc. ranks #5,131 of 8,398 2022 filers by assets (717% of the sector average)-$3M for 501 participants.

#5,131
in Other Services (8,398 peers)
-7.2%
assets change YoY

The plan reported a net loss of $223K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc.'s mid-pack asset rank among Other Services and all filers

The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc. vs every filed plan by assets

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

$2,797,934 39th percentile higher than 39% 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

The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, 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. The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc. sits mid-pack in the medium band (501 participants).

DOL schedule card

Filing strip 730614297 · Goodwill Industries of Tulsa, Inc. PY 2022 · Other

The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc. · $3M · 501 · 39th

  • PCT $3M
  • PCT 501
  • PCT 39th
  • PCT Other
  • PCT near The New York Gracie Square Hospital 403(b) Plan
  • PCT ind #5131

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 Oklahoma →

The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc. in the asset neighbourhood

Pleasant Valley Manor, Inc. Tax Deferred Annuity PlanPleasant Valley Manor, Inc. …$3MPortland Community Health Center 403(b) PlanPortland Community Health Ce…$3MThe 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc.The 403(b) Tax Deferred Annu…$3MThe New York Gracie Square Hospital 403(b) PlanThe New York Gracie Square H…$3MJourney Found Inc. 403(b) Retirement PlanJourney Found Inc. 403(b) Re…$3M
End-of-year total assets ($M) among The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$223K
Employer EIN730614297
Plan Effective Date1982-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill Industries of Tulsa, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$7M 17.69030659603786% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $8.61M $7.09M ▼ -17.7%
Year Plans Participants Total Assets
2022 2 856 $9M
2023 1 399 $6M
2024 1 357 $7M

Nearby Other Plans in Oklahoma

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

The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc. vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc., Total assets ($M): 2.797934 · Participants: 501The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc.403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($M): 813.613502 · Participants: 11261403(b) Retirement Savings Plan for Integris Health, Inc.The University of Tulsa Defined Contribution Retirement Plan, Total assets ($M): 368.011522 · Participants: 1164The University of Tulsa Defined Contribution Retirement PlanSaint Francis Health System, Inc. 403(b) Savings P, Total assets ($M): 298.844539 · Participants: 930Saint Francis Health System, Inc. 403(b) Savings POral Roberts University Retirement Plan, Total assets ($M): 63.645616 · Participants: 507Oral Roberts University Retirement PlanOklahoma Christian University Defined Contribution Retirement Plan, Total assets ($M): 46.419878 · Participants: 274Oklahoma Christian University Defined Contribution Retirement Plan
The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc. vs. nearby Other plans in Oklahoma, assets vs. participants
Compare The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc. side-by-side with 3 peers →

The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc.'s out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is The New York Gracie Square Hospital 403(b) Plan in NY ($3M); by covered participants it is Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan in PA (501 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (501 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 The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc. assets move in 2022? ▼
The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc. pulled back noticeably - down 7.2% during 2022, from $3M to $3M. Reported net income was -$223K.
How have Goodwill Industries of Tulsa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodwill Industries of Tulsa, Inc.'s sponsor-wide assets declined 17.7%, from $9M to $7M.
Which Other plans are similar in size to The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc.? ▼
Among Other plans in other states, the closest by assets is The New York Gracie Square Hospital 403(b) Plan in NY ($3M, 336 participants).
Which Other plans cover a similar participant headcount to The 403(b) Tax Deferred Annuity Plan of Goodwill Industries of Tulsa, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan in PA (501 participants, $74M 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 730614297.

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.