Money Purchase · DOL Form 5500 · 2023

Goodwill Industries of Southeastern Wisconsin, Inc. Money Purchase Plan

Data updated 2026-08-11

$49M
Total assets: 1,856
Participants: 85th
Percentile by assets: $26,630
Avg per participant

Official DOL plan name: Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan · Sponsored by Goodwill Industries of Southeastern Wisconsin, Inc. · Wisconsin · Healthcare & Social Assistance

$49M in assets, 1,856 participants

Goodwill Industries of Southeastern Wisconsin, Inc.'s Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan reported $49M in total assets and 1,856 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

85th percentile by assets (of 127,072 plans)
#15,494 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan covers 1,856 participants in Wisconsin, 3.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $49M.

$49M
total plan assets (2023 EOY): 1,856
covered participants: 85th
percentile by assets (of 127,072 plans): $26,630
avg assets per participant

Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan end-of-year assets rose from $43M in the plan year 2022 filing to $49M in the plan year 2023 filing.
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan reported participants rose from 1,779 in the plan year 2022 filing to 1,856 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan reports 1,856 participants - 3.3x that state average ($49M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$43M
Net Assets (End of Year)	$49M
Net Income	$7M
Employer EIN	390808491
Plan Effective Date	1983-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Goodwill Industries of Southeastern Wisconsin, Inc.)

Total plan assets by year, all Goodwill Industries of Southeastern Wisconsin, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	8,258	$65M
2023	2	11,853	$76M
2024	2	12,723	$85M

Nearby Money Purchase Plans in Wisconsin

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

Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants

Employees Retirement Plan of Marshfield Clinic $1.3B · 9,068
Telephone and Data Systems, Inc. Pension Plan $471M · 5,421
North Central States Regional Council of Carpenters Supplemental Retirement Plan $311M · 10,094
Aspirus, Inc. Frozen 401(a) Plan $135M · 2,354
Wisconsin Glaziers & Glassworkers Money Purchase Fund $81M · 422

Compare Goodwill Industries of Southeastern Wisc… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan by total assets, not by location.

Retirement Plan for Employees of Island Peer Review Organization, Inc. (NY) $49M · 313
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan (PA) $50M · 250
Hawaii Tapers' Annuity Plan (HI) $50M · 386
Local 338 Annuity Fund (NY) $49M · 6,065

Frequently Asked Questions

How did Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan assets move in 2023? ▼

Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan grew sharply - up 15.8% during 2023, from $43M to $49M. Reported net income was $7M.

How have Goodwill Industries of Southeastern Wisconsin, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Goodwill Industries of Southeastern Wisconsin, Inc.'s sponsor-wide assets grew 32.1%, from $65M to $85M.

Where does Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan rank by assets among Form 5500 filers? ▼

Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Money Purchase plans are similar in size to Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Retirement Plan for Employees of Island Peer Review Organization, Inc. in NY ($49M, 313 participants).

Next read for Goodwill Industries of Southeastern Wisc…

Filing takeaways

Ways to act on Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan's numbers.

By total assets, Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
Goodwill Industries of Southeastern Wisconsin, Inc.'s sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 390808491.