Other · DOL Form 5500 · 2023

Memphis Goodwill Inc. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
529
Participants Below avg headcount
27th
Percentile by assets National rank
$2,801
Avg per participant Low balance/head
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Official DOL plan name: Memphis Goodwill Inc. 403b Retirement Plan · Sponsored by Memphis Goodwill Inc. · Tennessee · Retail Trade

$1M in assets, 529 participants

Memphis Goodwill Inc.'s Memphis Goodwill Inc. 403b Retirement Plan reported $1M in total assets and 529 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,332 in Retail Trade (8,414 peers)

Coverage in Tennessee

Memphis Goodwill Inc. 403b Retirement Plan covers 529 participants in Tennessee, about 47% of the average Tennessee filer (state average ~1,126 per filing). Assets: $1M.

#3,332
in Retail Trade (8,414 peers)
+20.3%
assets growth YoY

Memphis Goodwill Inc. 403b Retirement Plan among the smaller filed plans by assets

Memphis Goodwill Inc. 403b Retirement Plan vs every filed plan by assets

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

$1,481,540 27th percentile higher than 27% 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

Memphis Goodwill Inc. 403b Retirement 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. Memphis Goodwill Inc. 403b Retirement Plan sits mid-pack in the medium band (529 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Memphis Goodwill Inc. 403b Retirement Plan reported net income rose from $21K in the plan year 2022 filing to $249K in the plan year 2023 filing.
  • Memphis Goodwill Inc. 403b Retirement Plan reported participants rose from 429 in the plan year 2022 filing to 529 in the plan year 2023 filing.
  • Memphis Goodwill Inc. 403b Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263445007 · Memphis Goodwill Inc. PY 2023 · Other

Memphis Goodwill Inc. 403b Retirement Plan · $1M · 529 · 27th

  • VS-ST $1M
  • BOY 529
  • SCH 27th
  • EBSA Other
  • PART near United States Amateur Boxing, Inc.
  • TYPE ind #3332

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 Retail Trade retirement plans → · Plans in Tennessee →

Memphis Goodwill Inc. 403b Retirement Plan in the asset neighbourhood

Sunflower Diversified Services 403(b) PlanSunflower Diversified Servic…$1MMemphis Goodwill Inc. 403b Retirement PlanMemphis Goodwill Inc. 403b R…$1MUnited States Amateur Boxing, Inc.United States Amateur Boxing…$1MAscend Learning, Inc. 403(b) PlanAscend Learning, Inc. 403(b)…$1MBruce Hersh Cpa Accountancy Corporation Profit Sharing PlanBruce Hersh Cpa Accountancy …$1M
End-of-year total assets ($M) among Memphis Goodwill Inc. 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$249K
Employer EIN263445007
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Memphis Goodwill Inc.)

Sponsor-wide plan assets over time

All Memphis Goodwill Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.59470468762562% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.23M $1.81M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 429 $1M
2023 1 529 $1M
2024 1 591 $2M

Nearby Other Plans in Tennessee

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

Memphis Goodwill Inc. 403b Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Memphis Goodwill Inc. 403b Retirement Plan, Total assets ($B): 0.00148154 · Participants: 529Memphis Goodwill Inc. 403b Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpenters and Millwrights Pension Plan
Memphis Goodwill Inc. 403b Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Memphis Goodwill Inc. 403b Retirement Plan side-by-side with 3 peers →

Memphis Goodwill Inc. 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is United States Amateur Boxing, Inc. in CO ($1M); by covered participants it is Texas Wesleyan University 403(b) Plan in TX (529 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (529 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 Memphis Goodwill Inc. 403b Retirement Plan assets move in 2023? ▼
Memphis Goodwill Inc. 403b Retirement Plan grew sharply - up 20.3% during 2023, from $1M to $1M. Reported net income was $249K.
How have Memphis Goodwill Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Memphis Goodwill Inc.'s sponsor-wide assets grew 46.6%, from $1M to $2M.
Which Other plans are similar in size to Memphis Goodwill Inc. 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is United States Amateur Boxing, Inc. in CO ($1M, 33 participants).
Which Other plans cover a similar participant headcount to Memphis Goodwill Inc. 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Texas Wesleyan University 403(b) Plan in TX (529 participants, $35M 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 263445007.

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.