401(k) · DOL Form 5500 · 2023

Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 626
Participants Below avg headcount: 58th
Percentile by assets National rank: $15,466
Avg per participant Low balance/head

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Official DOL plan name: Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan · Sponsored by Ohio Valley Goodwill Industries Rehabilitation Center, Inc. · Ohio · Healthcare & Social Assistance

$10M in assets, 626 participants

Ohio Valley Goodwill Industries Rehabilitation Center, Inc.'s Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan reported $10M in total assets and 626 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

#11,235 in Healthcare & Social Assistance (17,684 peers)

Ohio Valley Goodwill Industries Rehabilitation Center, Inc. multi-year trail

Ohio Valley Goodwill Industries Rehabilitation Center, Inc.'s plans moved +15.3% in assets from 2022 to 2024; this filing shows Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan at $10M / 626 participants.

#11,235
in Healthcare & Social Assistance (17,684 peers): +15.2%
assets growth YoY

Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan vs every filed plan by assets

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

$9,681,917 Top 42% higher than 58% 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

Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity 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. Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan sits mid-pack in the medium band (626 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan reported participants rose from 567 in the plan year 2022 filing to 626 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 310554062 · Ohio Valley Goodwill Industries Rehabilitation Center, Inc. PY 2023 · 401(k)

Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan · $10M · 626 · 58th

RANK $10M
PHOTO 626
IND 58th
EOY 401(k)
5500 near The Metropolitan Club of the City of Washington 401(k) Profit Sharing Plan
ASSETS ind #11235

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio Valley Goodwill Industries Rehabilitation Center, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $10M 15.30530888492503% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	567	$8M
2023	1	626	$10M
2024	1	660	$10M

Ohio Valley Goodwill Industries Rehabilitation Center, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$1M
Employer EIN	310554062
Plan Effective Date	1995-11-09
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan side-by-side with 3 peers →

Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Metropolitan Club of the City of Washington 401(k) Profit Sharing Plan in DC ($10M); by covered participants it is Romac Industries, Inc. 401(k) & Profit Sharing Plan in WA (626 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

The Metropolitan Club of the City of Washington 401(k) Profit Sharing Plan (DC) $10M · 72
Kfm Enterprises 401(k) Plan (OK) $10M · 162
Deflecto, LLC 401(k) Plan (IN) $10M · 203
Surface Optics Corp 401(k) Profit Sharing Plan & Trust (CA) $10M · 33

Similar participant headcount

Nearest other-state filings by covered participants (626 participants); asset peers above are excluded.

Romac Industries, Inc. 401(k) & Profit Sharing Plan (WA) 626 · 0 off
Mobile Medical Response, Incorporated 401(k) Plan (MI) 626 · 0 off
Cabinetry Holdings Corp. 401(k) Plan (AL) 626 · 0 off
Quickbase, Inc 401(k) Plan (MA) 626 · 0 off

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 Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan assets move in 2023? ▼

Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan grew sharply - up 15.2% during 2023, from $8M to $10M. Reported net income was $1M.

How have Ohio Valley Goodwill Industries Rehabilitation Center, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ohio Valley Goodwill Industries Rehabilitation Center, Inc.'s sponsor-wide assets grew 15.3%, from $8M to $10M.

Which 401(k) plans are similar in size to Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Metropolitan Club of the City of Washington 401(k) Profit Sharing Plan in DC ($10M, 72 participants).

Which 401(k) plans cover a similar participant headcount to Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Romac Industries, Inc. 401(k) & Profit Sharing Plan in WA (626 participants, $36M 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 310554062.