Profit Sharing · DOL Form 5500 · 2023
Goodwill Industries of the Columbia Willamette Profit Sharing Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 1,556
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $46,846
- Avg per participant Low balance/head
Official DOL plan name: Goodwill Industries Employee Retirement and Incentive Plan · Sponsored by Goodwill Industries of the Columbia Willamette · Oregon · Other Services
$73M in assets, 1,556 participants
Goodwill Industries of the Columbia Willamette's Goodwill Industries Employee Retirement and Incentive Plan reported $73M in total assets and 1,556 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,514 in Other Services (7,857 peers)
Coverage in Oregon
Goodwill Industries Employee Retirement and Incentive Plan covers 1,556 participants in Oregon, 3.5x the typical Oregon plan (state average ~443 per filing). Assets: $73M.
- #7,514
- in Other Services (7,857 peers)
- +18.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Goodwill Industries Employee Retirement and Incentive Plan's outsized position by total assets
Goodwill Industries Employee Retirement and Incentive Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$72,892,008 Top 11% higher than 89% 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
Goodwill Industries Employee Retirement and Incentive Plan'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. Goodwill Industries Employee Retirement and Incentive Plan lands in the large band (1,556 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Goodwill Industries Employee Retirement and Incentive Plan reported net income rose from -$10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Goodwill Industries Employee Retirement and Incentive Plan end-of-year assets rose from $61M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- Goodwill Industries Employee Retirement and Incentive Plan reported participants rose from 1,519 in the plan year 2022 filing to 1,556 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 930386840 · Goodwill Industries of the Columbia Willamette PY 2023 · Profit Sharing
Goodwill Industries Employee Retirement and Incentive Plan · $73M · 1,556 · 89th
- EOY $73M
- 5500 1,556
- ASSETS 89th
- PCT Profit Sharing
- EIN near The Annie E. Casey Foundation Retirement Plan
- RANK ind #7514
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 Oregon →
Goodwill Industries Employee Retirement and Incentive Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $12M |
| Employer EIN | 930386840 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of the Columbia Willamette)
Sponsor-wide plan assets over time
All Goodwill Industries of the Columbia Willamette plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 32.314861958410845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,519 | $61M |
| 2023 | 1 | 1,556 | $73M |
| 2024 | 1 | 1,732 | $81M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $805M · 5,463
- Les Schwab Profit Sharing Retirement Plan $770M · 5,474
- Legacy Health Defined Contribution Retirement Plan $697M · 11,313
- Willamette University Defined Contribution Retirement Plan $195M · 766
- The Hoffman Employee Retirement Income Plan $172M · 485
Goodwill Industries Employee Retirement and Incentive Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is The Annie E. Casey Foundation Retirement Plan in MD ($73M); by covered participants it is Cic Defined Contribution Retirement Plan in WA (1,560 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- The Annie E. Casey Foundation Retirement Plan (MD) $73M · 211
- Southern Illinois Laborers & Employers Annuity Fund (IL) $73M · 1,075
- Teamsters Local 25 Investment Plan (MA) $73M · 1,194
- Mcv Retirement Plan (PR) $73M · 138
Similar participant headcount
Nearest other-state filings by covered participants (1,556 participants); asset peers above are excluded.
- Cic Defined Contribution Retirement Plan (WA) 1,560 · 4 off
- Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund (NY) 1,544 · 12 off
- Westminster Services, Inc. Retirement Plan (FL) 1,543 · 13 off
- Moody Bible Institute Match Savings Plan (IL) 1,570 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.