Other · DOL Form 5500 · 2023

Goodwill Industries of S New Jersey and Philadelphia Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
994
Participants Near avg headcount
31st
Percentile by assets National rank
$2,145
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tax Deferred Annuity Plan · Sponsored by Goodwill Industries of S New Jersey and Philadelphia · New Jersey · Finance & Insurance

$2M in assets, 994 participants

Goodwill Industries of S New Jersey and Philadelphia's Tax Deferred Annuity Plan reported $2M in total assets and 994 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,902 in Finance & Insurance (8,869 peers)

Goodwill Industries of S New Jersey and Philadelphia multi-year trail

Goodwill Industries of S New Jersey and Philadelphia's plans moved +57.8% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan at $2M / 994 participants.

#1,902
in Finance & Insurance (8,869 peers)
+25.6%
assets growth YoY

Tax Deferred Annuity Plan among the smaller filed plans by assets

Tax Deferred Annuity Plan vs every filed plan by assets

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

$2,132,495 31st percentile higher than 31% 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

Tax Deferred 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. Tax Deferred Annuity Plan sits mid-pack in the medium band (994 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan reported net income rose from -$261K in the plan year 2022 filing to $435K in the plan year 2023 filing.
  • Tax Deferred Annuity Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan reported participants rose from 893 in the plan year 2022 filing to 994 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 210681239 · Goodwill Industries of S New Jersey and Philadelphia PY 2023 · Other

Tax Deferred Annuity Plan · $2M · 994 · 31st

  • VS-ST $2M
  • BOY 994
  • SCH 31st
  • EBSA Other
  • PART near Ashley House 403(b) Retirement Plan
  • TYPE ind #1902

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Tax Deferred Annuity Plan in the asset neighbourhood

Employee Benefit Plan of the Center for Life Enrichment, Inc.Employee Benefit Plan of the…$2MTax Deferred Annuity Plan$2MAshley House 403(b) Retirement PlanAshley House 403(b) Retireme…$2MInstituto Del Progreso Latino 403(b) PlanInstituto Del Progreso Latin…$2MEmployee Benefit Plan of Redwood Community Action AgencyEmployee Benefit Plan of Red…$2M
End-of-year total assets ($M) among Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Goodwill Industries of S New Jersey and Philadelphia multi-year asset trail

Sponsor-wide plan assets over time

All Goodwill Industries of S New Jersey and Philadelphia plans reported in each filing year

Latest sponsor-wide plan assets
$3M 57.75243503385632% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.7M $2.68M ▲ +57.6%
Year Plans Participants Total Assets
2022 1 893 $2M
2023 1 994 $2M
2024 1 992 $3M

Goodwill Industries of S New Jersey and Philadelphia filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$435K
Employer EIN210681239
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Tax Deferred Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Tax Deferred Annuity Plan, Total assets ($B): 0.002132495 · Participants: 994Tax Deferred Annuity PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Tax Deferred Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Tax Deferred Annuity Plan side-by-side with 3 peers →

Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Ashley House 403(b) Retirement Plan in WA ($2M); by covered participants it is Le Moyne College 403(b) Plan in NY (994 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (994 participants); asset peers above are excluded.

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 Tax Deferred Annuity Plan assets move in 2023? ▼
Tax Deferred Annuity Plan grew sharply - up 25.6% during 2023, from $2M to $2M. Reported net income was $435K.
How have Goodwill Industries of S New Jersey and Philadelphia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodwill Industries of S New Jersey and Philadelphia's sponsor-wide assets grew 57.8%, from $2M to $3M.
Which Other plans are similar in size to Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Ashley House 403(b) Retirement Plan in WA ($2M, 140 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Le Moyne College 403(b) Plan in NY (994 participants, $208M 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 210681239.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.