Money Purchase · DOL Form 5500 · 2023
Goodwill Industries of Southeastern Wisconsin, Inc. Money Purchase Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 1,856
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $26,630
- Avg per participant Low balance/head
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.
- #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.
- #15,494
- in Healthcare & Social Assistance (17,684 peers)
- +15.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan's outsized position by total assets
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,425,655 Top 15% higher than 85% 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. Employee Money Accumulation 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. Employee Money Accumulation Plan lands in the large band (1,856 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
EBSA filing schedule strip
Filing strip 390808491 · Goodwill Industries of Southeastern Wisconsin, Inc. PY 2023 · Money Purchase
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan · $49M · 1,856 · 85th
- NET $49M
- BOOK 1,856
- VS-ST 85th
- BOY Money Purchase
- SCH near Retirement Plan for Employees of Island Peer Review Organization, Inc.
- EBSA ind #15494
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. Employee Money Accumulation Plan in the asset neighbourhood
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.)
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 Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is Retirement Plan for Employees of Island Peer Review Organization, Inc. in NY ($49M); by covered participants it is Electricians Local Union No. 606 Pension-Annuity Fund in TN (1,863 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,856 participants); asset peers above are excluded.
- Electricians Local Union No. 606 Pension-Annuity Fund (TN) 1,863 · 7 off
- Local 210's Annuity Fund (NY) 1,835 · 21 off
- East Bay Restaurant & Tavern Retirement Plan (CA) 1,879 · 23 off
- IBEW Local Union No. 915 Pension-Annuity Fund (TN) 1,819 · 37 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.