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
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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

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

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.

See the national 2022→2023 release diff →

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

Goodwill Industries of South Central Ohio 403b PlanGoodwill Industries of South…$1MThe Robert D Jablonski Jr Md Profit Sharing Plan & TrustThe Robert D Jablonski Jr Md…$1MArtswestchester, Inc. 403b PlanArtswestchester, Inc. 403b P…$1MIron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity PlanIron Workers District Counci…$1MInstitute for Population Health,Inc.403 B Plan405975Institute for Population Hea…$1M
End-of-year total assets ($M) among Goodwill Industries of South Central Ohio 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$809K
Net Assets (End of Year)$1M
Net Income$201K
Employer EIN310917970
Plan Effective Date2012-01-01
Filing StatusFILING 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
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.81M $1.28M ▲ +58.0%
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.

Goodwill Industries of South Central Ohio 403b Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Goodwill Industries of South Central Ohio 403b Plan, Total assets ($B): 0.001009818 · Participants: 218Goodwill Industries of South Central Ohio 403b PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Goodwill Industries of South Central Ohio 403b Plan vs. nearby Other plans in Ohio, assets vs. participants

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.

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 Goodwill Industries of South Central Ohio 403b Plan assets move in 2023?
Goodwill Industries of South Central Ohio 403b Plan grew sharply - up 24.8% during 2023, from $809K to $1M. Reported net income was $201K.
How have Goodwill Industries of South Central Ohio plan assets changed over time?
Across 3 plan years on file (2022-2024), Goodwill Industries of South Central Ohio's sponsor-wide assets grew 58.8%, from $809K to $1M.
Where does Goodwill Industries of South Central Ohio 403b Plan rank by assets among Form 5500 filers?
Goodwill Industries of South Central Ohio 403b Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Goodwill Industries of South Central Ohio 403b Plan?
Among Other plans in other states, the closest by assets is The Robert D Jablonski Jr Md Profit Sharing Plan & Trust in NY ($1M, 1 participant).
Which Other plans cover a similar participant headcount to Goodwill Industries of South Central Ohio 403b Plan?
Among Other plans in other states, the closest by covered participants is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (218 participants, $11M in assets).