Other · DOL Form 5500 · 2023
Goodwill Industries of Southeastern Wisconsin, Inc. Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 9,997
- Participants Very large workforce
- 77th
- Percentile by assets National rank
- $2,618
- Avg per participant Low balance/head
Official DOL plan name: Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan · Sponsored by Goodwill Industries of Southeastern Wisconsin, Inc. · Wisconsin · Healthcare & Social Assistance
$26M in assets, 9,997 participants
Goodwill Industries of Southeastern Wisconsin, Inc.'s Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan reported $26M in total assets and 9,997 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #14,279 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan covers 9,997 participants in Wisconsin, 18x the typical Wisconsin plan (state average ~563 per filing). Assets: $26M.
- #14,279
- in Healthcare & Social Assistance (17,684 peers)
- +19.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan's outsized position by total assets
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,167,810 Top 23% higher than 77% 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 Southeastern Wisconsin, Inc. 403(b) 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 of Southeastern Wisconsin, Inc. 403(b) Plan lands in the large band (9,997 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan reported participants rose from 6,479 in the plan year 2022 filing to 9,997 in the plan year 2023 filing.
- Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 390808491 · Goodwill Industries of Southeastern Wisconsin, Inc. PY 2023 · Other
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan · $26M · 9,997 · 77th
- PHOTO $26M
- PHOTO 9,997
- PHOTO 77th
- PHOTO Other
- PHOTO near 403(b) Thrift Plan for Cpc Integrated Health, Inc.
- PHOTO ind #14279
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 Wisconsin →
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 390808491 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of Southeastern Wisconsin, Inc.)
Sponsor-wide plan assets over time
All Goodwill Industries of Southeastern Wisconsin, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 32.10539015027799% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,258 | $65M |
| 2023 | 2 | 11,853 | $76M |
| 2024 | 2 | 12,723 | $85M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is 403(b) Thrift Plan for Cpc Integrated Health, Inc. in NJ ($26M); by covered participants it is Community Hospitals of Central California Tax Sheltered Annuity Plan in CA (9,949 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (9,997 participants); asset peers above are excluded.
- Community Hospitals of Central California Tax Sheltered Annuity Plan (CA) 9,949 · 48 off
- Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan (OH) 10,060 · 63 off
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (NY) 10,107 · 110 off
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (NY) 10,171 · 174 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.