Other · DOL Form 5500 · 2023
Goodwill Industries of South Central Ohio Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 218
- Participants Below avg headcount
- 24th
- Percentile by assets National rank
- $4,632
- Avg per participant Low balance/head
Official DOL plan name: Goodwill Industries of South Central Ohio 403b Plan · Sponsored by Goodwill Industries of South Central Ohio · Ohio · Healthcare & Social Assistance
$1M in assets, 218 participants
Goodwill Industries of South Central Ohio's Goodwill Industries of South Central Ohio 403b Plan reported $1M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,470 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Goodwill Industries of South Central Ohio 403b Plan covers 218 participants in Ohio, about 29% of the average Ohio filer (state average ~765 per filing). Assets: $1M.
- #3,470
- in Healthcare & Social Assistance (17,684 peers)
- +24.8%
- assets growth YoY
Goodwill Industries of South Central Ohio 403b Plan among the smaller filed plans by assets
Goodwill Industries of South Central Ohio 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,009,818 24th percentile higher than 24% 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 of South Central Ohio 403b 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. Goodwill Industries of South Central Ohio 403b Plan sits mid-pack in the medium band (218 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Goodwill Industries of South Central Ohio 403b Plan reported net income rose from -$22K in the plan year 2022 filing to $201K in the plan year 2023 filing.
- Goodwill Industries of South Central Ohio 403b Plan end-of-year assets rose from $809K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Goodwill Industries of South Central Ohio 403b Plan reported participants rose from 178 in the plan year 2022 filing to 218 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 310917970 · Goodwill Industries of South Central Ohio PY 2023 · Other
Goodwill Industries of South Central Ohio 403b Plan · $1M · 218 · 24th
- BOY $1M
- BOY 218
- BOY 24th
- BOY Other
- BOY near The Robert D Jablonski Jr Md Profit Sharing Plan & Trust
- BOY ind #3470
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 →
Goodwill Industries of South Central Ohio 403b Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $809K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $201K |
| Employer EIN | 310917970 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of South Central Ohio)
Sponsor-wide plan assets over time
All Goodwill Industries of South Central Ohio plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 58.77426482582712% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $809K |
| 2023 | 1 | 218 | $1M |
| 2024 | 1 | 242 | $1M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Goodwill Industries of South Central Ohio 403b Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is The Robert D Jablonski Jr Md Profit Sharing Plan & Trust in NY ($1M); by covered participants it is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.
- Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan (MN) 218 · 0 off
- Atlanta Union Mission 403(b) Retirement Plan (GA) 218 · 0 off
- Fairhaven Christian Retirement Center Tax Deferred Savings & Retirement Plan (IL) 218 · 0 off
- United Way Worldwide Tax Deferred Savings Plan (VA) 218 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.