Other · DOL Form 5500 · 2022
Morgan Memorial Goodwill Industries Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 452
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $15,787
- Avg per participant Low balance/head
Official DOL plan name: Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan · Sponsored by Morgan Memorial Goodwill Industries · Massachusetts · Healthcare & Social Assistance
$7M in assets, 452 participants
Morgan Memorial Goodwill Industries's Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan reported $7M in total assets and 452 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #12,781 in Healthcare & Social Assistance (20,060 peers)
Morgan Memorial Goodwill Industries multi-year trail
Morgan Memorial Goodwill Industries's plans moved +28.5% in assets from 2022 to 2024; this filing shows Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan at $7M / 452 participants.
- #12,781
- in Healthcare & Social Assistance (20,060 peers)
- +15.1%
- assets growth YoY
Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,135,692 Top 42% higher than 58% 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
Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan 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. Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan sits mid-pack in the medium band (452 participants).
Form 5500 schedule snapshot
Filing strip 042106765 · Morgan Memorial Goodwill Industries PY 2022 · Other
Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan · $7M · 452 · 58th
- PCT $7M
- EIN 452
- RANK 58th
- PHOTO Other
- IND near St. Josephs Villa 403b Plan
- EOY ind #12781
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 Massachusetts →
Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan in the asset neighbourhood
Morgan Memorial Goodwill Industries multi-year asset trail
Sponsor-wide plan assets over time
All Morgan Memorial Goodwill Industries plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 28.514809775982485% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 452 | $7M |
| 2023 | 1 | 490 | $8M |
| 2024 | 1 | 470 | $9M |
Morgan Memorial Goodwill Industries filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $935K |
| Employer EIN | 042106765 |
| Plan Effective Date | 2000-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is St. Josephs Villa 403b Plan in VA ($7M); by covered participants it is Rehabilitation Hospital of the Pacific 403b Retirement Savings Plan in HI (452 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 (452 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.