Other · DOL Form 5500 · 2023
Goodwill Industries of Kentucky, Inc. Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 1,878
- Participants Near avg headcount
- 71st
- Percentile by assets National rank
- $9,812
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. · Sponsored by Goodwill Industries of Kentucky, Inc. · Kentucky · Retail Trade
$18M in assets, 1,878 participants
Goodwill Industries of Kentucky, Inc.'s 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. reported $18M in total assets and 1,878 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #6,863 in Retail Trade (8,414 peers)
Coverage in Kentucky
403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. covers 1,878 participants in Kentucky, 2.9x the typical Kentucky plan (state average ~647 per filing). Assets: $18M.
- #6,863
- in Retail Trade (8,414 peers)
- +24.2%
- assets growth YoY
403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.'s outsized position by total assets
403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,427,469 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.'s large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. lands in the large band (1,878 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. reported participants rose from 1,694 in the plan year 2022 filing to 1,878 in the plan year 2023 filing.
DOL schedule card
Filing strip 610475284 · Goodwill Industries of Kentucky, Inc. PY 2023 · Other
403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. · $18M · 1,878 · 71st
- PART $18M
- PART 1,878
- PART 71st
- PART Other
- PART near M.J. Hall & Company, Inc. 401(k) Plan
- PART ind #6863
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 Kentucky →
403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $4M |
| Employer EIN | 610475284 |
| Plan Effective Date | 1993-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of Kentucky, Inc.)
Sponsor-wide plan assets over time
All Goodwill Industries of Kentucky, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 45.98139807850505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,694 | $15M |
| 2023 | 1 | 1,878 | $18M |
| 2024 | 1 | 2,064 | $22M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.9B · 20,109
- Baptist Health Thrift Plan $1.1B · 790
- Electrical Workers Local 369 Retirement Fund $488M · 3,313
- Emh Retirement Savings Plan $179M · 1,706
- Owensboro Health 403(b) Safe Harbor Plan $169M · 3,768
403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.'s out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is M.J. Hall & Company, Inc. 401(k) Plan in CA ($18M); by covered participants it is Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan in MA (1,883 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,878 participants); asset peers above are excluded.
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan (MA) 1,883 · 5 off
- Achievement First, Inc. 403(b) Plan (CT) 1,873 · 5 off
- Sun River Health, Inc. 403(b) Retirement Plan (NY) 1,885 · 7 off
- Mid-South Iron Workers Direct Contribution Fund (TX) 1,870 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.