Other · DOL Form 5500 · 2022

Goodwill Industries of the Heartland Retirement Plan

Data updated 2026-08-11

$22M
Total assets
848
Participants
79th
Percentile by assets
$26,150
Avg per participant
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Official DOL plan name: 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland · Sponsored by Goodwill Industries of the Heartland · Iowa · Other Services

$22M in assets, 848 participants

Goodwill Industries of the Heartland's 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland reported $22M in total assets and 848 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 139,126 plans)
  • #7,464 in Other Services (8,398 peers)

Where 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland sits by assets

403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland sits in the top quartile of all filed plans by assets, $22M for 848 participants (~$26,150/participant), up 17.5% in 2022.

$22M
total plan assets (2022 EOY)
848
covered participants
79th
percentile by assets (of 139,126 plans)
$26,150
avg assets per participant

Where 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland sits by total assets

403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland vs every filed plan by assets

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

$22,175,614 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Iowa
Industry
Other Services

403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland vs the 2022 asset distribution

By assets, 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN420923563
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill Industries of the Heartland)

$20M$22M$24M$26M$28M$30M 202220232024 $22.2M $28.4M ▲ +28.2%
Total plan assets by year, all Goodwill Industries of the Heartland plans on file
Year Plans Participants Total Assets
2022 1 848 $22M
2023 1 948 $26M
2024 1 1,010 $28M

Nearby Other Plans in Iowa

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

403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants 403(b) Thrift Plan f…, Total assets ($M): 22.175614 · Participants: 848403(b) Thrift Plan f…Iaicu Multiple Emplo…, Total assets ($M): 495.9823 · Participants: 2131Iaicu Multiple Emplo…Act, Inc. Defined Co…, Total assets ($M): 387.931026 · Participants: 1012Act, Inc. Defined Co…Grinnell College Emp…, Total assets ($M): 315.100984 · Participants: 758Grinnell College Emp…Genesis Health Syste…, Total assets ($M): 297.192368 · Participants: 4454Genesis Health Syste…Drake University Man…, Total assets ($M): 248.646529 · Participants: 1182Drake University Man…
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland vs. nearby Other plans in Iowa, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Good… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland by total assets, not by location.

Frequently Asked Questions

How did 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland assets move in 2022? ▼
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland grew sharply - up 17.5% during 2022, from $19M to $22M. Reported net income was $3M.
How have Goodwill Industries of the Heartland plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodwill Industries of the Heartland's sponsor-wide assets grew 28.3%, from $22M to $28M.
Where does 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland? ▼
Among Other plans in other states, the closest by assets is Institute for the Future DC Plan in CA ($22M, 44 participants).

Next read for 403(b) Thrift Plan for Employees of Good…

Scale reading

Ways to act on 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland's numbers.

  • By total assets, 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Iowa. Compare plans
  • Goodwill Industries of the Heartland's sponsor-wide assets have grown 28.3% since 2022 across 3 plan years on file. More Other Services plans

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 420923563.

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.