Other · DOL Form 5500 · 2022

Goodwill Industries of the Heartland Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
848
Participants Near avg headcount
79th
Percentile by assets National rank
$26,150
Avg per participant Low balance/head
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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.

  • #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.

#7,464
in Other Services (8,398 peers)
+17.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland's outsized position 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 $2,050,000,000 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

403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland 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 for Employees of Goodwill Industries of the Heartland sits mid-pack in the medium band (848 participants).

Published 5500 schedule card

Filing strip 420923563 · Goodwill Industries of the Heartland PY 2022 · Other

403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland · $22M · 848 · 79th

  • IND $22M
  • IND 848
  • IND 79th
  • IND Other
  • IND near Institute for the Future DC Plan
  • IND ind #7464

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 Iowa →

403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland in the asset neighbourhood

Southwestern PA Human Services, Inc. Tax Sheltered Annuity PlanSouthwestern PA Human Servic…$22M403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland403(b) Thrift Plan for Emplo…$22MInstitute for the Future DC PlanInstitute for the Future DC …$22MFulton County Health Center Tax Deferred Annuity PlanFulton County Health Center …$22MNational Women's Law Center DC PlanNational Women's Law Center …$22M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Goodwill Industries of the Heartland plans reported in each filing year

Latest sponsor-wide plan assets
$28M 28.263280556741293% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $22.2M $28.4M ▲ +28.2%
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 ($M) Participants 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland, Total assets ($M): 22.175614 · Participants: 848403(b) Thrift Plan for Employees of Goodwill Industries of the HeartlandIaicu Multiple Employer Plan, Total assets ($M): 495.9823 · Participants: 2131Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 387.931026 · Participants: 1012Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 315.100984 · Participants: 758Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 297.192368 · Participants: 4454Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 248.646529 · Participants: 1182Drake University Mandatory Tax-Deferred Annuity Retirement Plan
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 Goodwill Industries of the Heartland side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Institute for the Future DC Plan in CA ($22M); by covered participants it is IBEW Local Union 269 Annuity Fund in NJ (847 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (848 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 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).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland? ▼
Among Other plans in other states, the closest by covered participants is IBEW Local Union 269 Annuity Fund in NJ (847 participants, $243M 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 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.