Other · DOL Form 5500 · 2023

Goodwill Central Coast Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
595
Participants Below avg headcount
41st
Percentile by assets National rank
$6,994
Avg per participant Low balance/head
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Official DOL plan name: Goodwill Central Coast 403(b) Plan · Sponsored by Goodwill Central Coast · California · Retail Trade

$4M in assets, 595 participants

Goodwill Central Coast's Goodwill Central Coast 403(b) Plan reported $4M in total assets and 595 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,359 in Retail Trade (8,414 peers)

Goodwill Central Coast multi-year trail

Goodwill Central Coast's plans moved +54.0% in assets from 2022 to 2024; this filing shows Goodwill Central Coast 403(b) Plan at $4M / 595 participants.

#4,359
in Retail Trade (8,414 peers)
+23.4%
assets growth YoY

Goodwill Central Coast 403(b) Plan's mid-pack asset rank among Retail Trade and all filers

Goodwill Central Coast 403(b) Plan vs every filed plan by assets

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

$4,161,206 41st percentile higher than 41% 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

Goodwill Central Coast 403(b) 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. Goodwill Central Coast 403(b) Plan sits mid-pack in the medium band (595 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goodwill Central Coast 403(b) Plan reported net income rose from -$242K in the plan year 2022 filing to $790K in the plan year 2023 filing.
  • Goodwill Central Coast 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Goodwill Central Coast 403(b) Plan reported participants rose from 561 in the plan year 2022 filing to 595 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941254638 · Goodwill Central Coast PY 2023 · Other

Goodwill Central Coast 403(b) Plan · $4M · 595 · 41st

  • RANK $4M
  • PHOTO 595
  • IND 41st
  • EOY Other
  • 5500 near Portland Community Health Center 403(b) Plan
  • ASSETS ind #4359

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 California →

Goodwill Central Coast 403(b) Plan in the asset neighbourhood

Goodwill Central Coast 403(b) PlanGoodwill Central Coast 403(b…$4MPortland Community Health Center 403(b) PlanPortland Community Health Ce…$4MPlanned Parenthood of the St. Louis Region Tsa PlanPlanned Parenthood of the St…$4MBuffalo Bill Historical Center TdaBuffalo Bill Historical Cent…$4MLiving Independently Forever, Inc. DC Retirement PlanLiving Independently Forever…$4M
End-of-year total assets ($M) among Goodwill Central Coast 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Goodwill Central Coast multi-year asset trail

Sponsor-wide plan assets over time

All Goodwill Central Coast plans reported in each filing year

Latest sponsor-wide plan assets
$5M 53.97768934513174% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.37M $5.19M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 561 $3M
2023 1 595 $4M
2024 1 593 $5M

Goodwill Central Coast filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$790K
Employer EIN941254638
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Goodwill Central Coast 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Goodwill Central Coast 403(b) Plan, Total assets ($B): 0.004161206 · Participants: 595Goodwill Central Coast 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Goodwill Central Coast 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Goodwill Central Coast 403(b) Plan side-by-side with 3 peers →

Goodwill Central Coast 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Portland Community Health Center 403(b) Plan in ME ($4M); by covered participants it is Piedmont Health Services, Inc Retirement Plan in NC (595 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (595 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 Goodwill Central Coast 403(b) Plan assets move in 2023? ▼
Goodwill Central Coast 403(b) Plan grew sharply - up 23.4% during 2023, from $3M to $4M. Reported net income was $790K.
How have Goodwill Central Coast plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodwill Central Coast's sponsor-wide assets grew 54.0%, from $3M to $5M.
Which Other plans are similar in size to Goodwill Central Coast 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Portland Community Health Center 403(b) Plan in ME ($4M, 169 participants).
Which Other plans cover a similar participant headcount to Goodwill Central Coast 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Piedmont Health Services, Inc Retirement Plan in NC (595 participants, $39M 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 941254638.

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.