Other · DOL Form 5500 · 2023
Goodwill of Southwestern Pennsylvania Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 1,135
- Participants Near avg headcount
- 62nd
- Percentile by assets National rank
- $10,091
- Avg per participant Low balance/head
Official DOL plan name: Goodwill of Southwestern Pennsylvania 403(b) Plan · Sponsored by Goodwill of Southwestern Pennsylvania · Pennsylvania · Healthcare & Social Assistance
$11M in assets, 1,135 participants
Goodwill of Southwestern Pennsylvania's Goodwill of Southwestern Pennsylvania 403(b) Plan reported $11M in total assets and 1,135 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,848 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Goodwill of Southwestern Pennsylvania 403(b) Plan holds $11M for 1,135 participants - about $10,091 per participant, above the median plan by assets.
- #11,848
- in Healthcare & Social Assistance (17,684 peers)
- -3.0%
- assets change YoY
The plan reported a net loss of $336K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Goodwill of Southwestern Pennsylvania 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Goodwill of Southwestern Pennsylvania 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,453,530 Top 38% higher than 62% 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 of Southwestern Pennsylvania 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 of Southwestern Pennsylvania 403(b) Plan lands in the large band (1,135 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Goodwill of Southwestern Pennsylvania 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to -$336K in the plan year 2023 filing.
- Goodwill of Southwestern Pennsylvania 403(b) Plan end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Goodwill of Southwestern Pennsylvania 403(b) Plan reported participants rose from 1,106 in the plan year 2022 filing to 1,135 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 251098928 · Goodwill of Southwestern Pennsylvania PY 2023 · Other
Goodwill of Southwestern Pennsylvania 403(b) Plan · $11M · 1,135 · 62nd
- SCH $11M
- SCH 1,135
- SCH 62nd
- SCH Other
- SCH near Employee Benefit Plan of Hamilton Community Health Network, Inc.
- SCH ind #11848
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 Pennsylvania →
Goodwill of Southwestern Pennsylvania 403(b) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$336K |
| Employer EIN | 251098928 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill of Southwestern Pennsylvania)
Sponsor-wide plan assets over time
All Goodwill of Southwestern Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 8.860431898700163% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,106 | $12M |
| 2023 | 1 | 1,135 | $11M |
| 2024 | 1 | 1,192 | $13M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Goodwill of Southwestern Pennsylvania 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Employee Benefit Plan of Hamilton Community Health Network, Inc. in MI ($11M); by covered participants it is Union Hospital 403(b) Savings Plan in OH (1,134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,135 participants); asset peers above are excluded.
- Union Hospital 403(b) Savings Plan (OH) 1,134 · 1 off
- Childrens Hospital Los Angeles Employees 403 (B) Plan (CA) 1,134 · 1 off
- Columbia University Defined Contribution Plan for Supporting Staff (NY) 1,129 · 6 off
- The Metropolitan Museum of Art 403(b) Matching Plan for Non-Union Employees (NY) 1,141 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.