401(k)
2023 plan-year 401(k) DOL Form 5500

Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Goodwill Industries of Ne Iowa, Inc. · Iowa · Healthcare & Social Assistance

What the 2023 filing shows

Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan holds $6M for 359 participants — about $17,593 per participant, up 16.2% over the 2023 plan year.

$6M
total plan assets (2023 EOY)
359
covered participants
$17,593
avg assets per participant
+16.2%
assets growth YoY
Total Assets (2023)
$6M
Participants
359
State
Industry
Healthcare & Social Assistance

What the Filing Says About Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan

Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Goodwill Industries of Ne Iowa, Inc., headquartered in Iowa. As of the 2023 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 359 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 420839399, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2023 to $6M at year-end — a gain of 16.2%. Net assets (after liabilities) closed the year at $6M, with reported net income of $883K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$883K
Plan Type401(k)
Employer EIN420839399
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill Industries of Ne Iowa, Inc.)

Year Plans Participants Total Assets
2022 1 259 $5M
2023 1 359 $6M
2024 1 364 $7M

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Frequently Asked Questions

How much money is in the Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan holds $6M in total assets with 359 participants. It is sponsored by Goodwill Industries of Ne Iowa, Inc..
What type of plan is Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan?
Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 420839399.
Who sponsors the Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan?
Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan is sponsored by Goodwill Industries of Ne Iowa, Inc., located in Iowa. The sponsor's EIN is 420839399 and the plan operates in the Healthcare & Social Assistance industry.
How did Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan perform in 2023?
Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan grew by 16.2% during 2023, moving from $5M to $6M in total assets. Net income was $883K.
Where can I find official filings for Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 420839399 or plan name at efast.dol.gov.
How does Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 420839399.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.