401(k) · DOL Form 5500 · 2023

Southern Oregon Goodwill Industries Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
328
Participants Below avg headcount
32nd
Percentile by assets National rank
$7,141
Avg per participant Low balance/head
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Official DOL plan name: Southern Oregon Goodwill, Inc. 403(b) Plan · Sponsored by Southern Oregon Goodwill Industries Inc · Oregon · Retail Trade

$2M in assets, 328 participants

Southern Oregon Goodwill Industries Inc's Southern Oregon Goodwill, Inc. 403(b) Plan reported $2M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,720 in Retail Trade (8,414 peers)

Southern Oregon Goodwill Industries Inc multi-year trail

Southern Oregon Goodwill Industries Inc's plans moved +63.4% in assets from 2022 to 2024; this filing shows Southern Oregon Goodwill, Inc. 403(b) Plan at $2M / 328 participants.

#3,720
in Retail Trade (8,414 peers)
+32.5%
assets growth YoY

Southern Oregon Goodwill, Inc. 403(b) Plan among the smaller filed plans by assets

Southern Oregon Goodwill, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,342,216 32nd percentile higher than 32% of 127,068 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 2023

Southern Oregon Goodwill, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Oregon Goodwill, Inc. 403(b) Plan sits mid-pack in the medium band (328 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Oregon Goodwill, Inc. 403(b) Plan reported net income rose from -$364K in the plan year 2022 filing to $578K in the plan year 2023 filing.
  • Southern Oregon Goodwill, Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Southern Oregon Goodwill, Inc. 403(b) Plan reported participants rose from 278 in the plan year 2022 filing to 328 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930564141 · Southern Oregon Goodwill Industries Inc PY 2023 · 401(k)

Southern Oregon Goodwill, Inc. 403(b) Plan · $2M · 328 · 32nd

  • VS-ST $2M
  • VS-ST 328
  • VS-ST 32nd
  • VS-ST 401(k)
  • VS-ST near Cri-Sil, LLC 401(k) Plan
  • VS-ST ind #3720

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 Retail Trade retirement plans → · Plans in Oregon →

Southern Oregon Goodwill, Inc. 403(b) Plan in the asset neighbourhood

Southern Oregon Goodwill, Inc. 403(b) PlanSouthern Oregon Goodwill, In…$2MCri-Sil, LLC 401(k) Plan$2MNester Hosiery, LLC 401(k) Profit Sharing PlanNester Hosiery, LLC 401(k) P…$2MBottleneck Management Restaurant Group 401(k) P/S PlanBottleneck Management Restau…$2MRough Rock School Board, Inc. 401(k) PlanRough Rock School Board, Inc…$2M
End-of-year total assets ($M) among Southern Oregon Goodwill, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southern Oregon Goodwill Industries Inc multi-year asset trail

Sponsor-wide plan assets over time

All Southern Oregon Goodwill Industries Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 63.38863618109439% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.77M $2.89M ▲ +63.3%
Year Plans Participants Total Assets
2022 1 278 $2M
2023 1 328 $2M
2024 1 340 $3M

Southern Oregon Goodwill Industries Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$578K
Employer EIN930564141
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southern Oregon Goodwill, Inc. 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Southern Oregon Goodwill, Inc. 403(b) Plan, Total assets ($B): 0.002342216 · Participants: 328Southern Oregon Goodwill, Inc. 403(b) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Southern Oregon Goodwill, Inc. 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Southern Oregon Goodwill, Inc. 403(b) Plan side-by-side with 3 peers →

Southern Oregon Goodwill, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Cri-Sil, LLC 401(k) Plan in ME ($2M); by covered participants it is Bobcat North America, LLC in FL (328 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (328 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Oregon Goodwill, Inc. 403(b) Plan assets move in 2023? ▼
Southern Oregon Goodwill, Inc. 403(b) Plan surged - up 32.5% during 2023, from $2M to $2M. Reported net income was $578K.
How have Southern Oregon Goodwill Industries Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Oregon Goodwill Industries Inc's sponsor-wide assets grew 63.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Southern Oregon Goodwill, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cri-Sil, LLC 401(k) Plan in ME ($2M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Southern Oregon Goodwill, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (328 participants, $558K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930564141.

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.