401(k) · DOL Form 5500 · 2023

Goodwill Industries of Souther 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
655
Participants Below avg headcount
57th
Percentile by assets National rank
$13,932
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. · Sponsored by Goodwill Industries of Souther · Connecticut · Other Services

$9M in assets, 655 participants

Goodwill Industries of Souther's 403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. reported $9M in total assets and 655 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,891 in Other Services (7,857 peers)

Goodwill Industries of Souther multi-year trail

Goodwill Industries of Souther's plans moved +38.9% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. at $9M / 655 participants.

#5,891
in Other Services (7,857 peers)
+24.1%
assets growth YoY

403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc.'s mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. vs every filed plan by assets

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

$9,125,321 Top 43% higher than 57% 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

403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. 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. 403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. sits mid-pack in the medium band (655 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. reported participants rose from 589 in the plan year 2022 filing to 655 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 237431264 · Goodwill Industries of Souther PY 2023 · 401(k)

403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. · $9M · 655 · 57th

  • IND $9M
  • EOY 655
  • 5500 57th
  • ASSETS 401(k)
  • PCT near Woudenberg Enterprises, LLC 401(k) Plan
  • EIN ind #5891

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 Other Services retirement plans → · Plans in Connecticut →

403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. in the asset neighbourhood

403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc.403(b) Thrift Plan for Goodw…$9MWoudenberg Enterprises, LLC 401(k) PlanWoudenberg Enterprises, LLC …$9MHealth Group Management, LLC 401(k) PlanHealth Group Management, LLC…$9MAcro Industries Inc1 401(k) Profit Sharing Plan & TrustAcro Industries Inc1 401(k) …$9MCalifornia Custom Fruits & Flavors, Inc. 401(k) PlanCalifornia Custom Fruits & F…$9M
End-of-year total assets ($M) among 403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Goodwill Industries of Souther multi-year asset trail

Sponsor-wide plan assets over time

All Goodwill Industries of Souther plans reported in each filing year

Latest sponsor-wide plan assets
$10M 38.927355075863844% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.35M $10.2M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 589 $7M
2023 1 655 $9M
2024 1 870 $10M

Goodwill Industries of Souther filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN237431264
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc., Total assets ($B): 0.009125321 · Participants: 655403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc.Rtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants

403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Woudenberg Enterprises, LLC 401(k) Plan in AZ ($9M); by covered participants it is Summit Packaging Systems 401(k) Plan in NH (655 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (655 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 403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. assets move in 2023?
403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc. grew sharply - up 24.1% during 2023, from $7M to $9M. Reported net income was $2M.
How have Goodwill Industries of Souther plan assets changed over time?
Across 3 plan years on file (2022-2024), Goodwill Industries of Souther's sponsor-wide assets grew 38.9%, from $7M to $10M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc.?
Among 401(k) plans in other states, the closest by assets is Woudenberg Enterprises, LLC 401(k) Plan in AZ ($9M, 115 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc.?
Among 401(k) plans in other states, the closest by covered participants is Summit Packaging Systems 401(k) Plan in NH (655 participants, $33M in assets).