Other · DOL Form 5500 · 2023
Goodwill Industries of Southern California, Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 2,960
- Participants Above avg headcount
- 69th
- Percentile by assets National rank
- $5,458
- Avg per participant Low balance/head
Official DOL plan name: Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan · Sponsored by Goodwill Industries of Southern California, Inc. · California · Retail Trade
$16M in assets, 2,960 participants
Goodwill Industries of Southern California, Inc.'s Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan reported $16M in total assets and 2,960 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #6,677 in Retail Trade (8,414 peers)
Coverage in California
Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan covers 2,960 participants in California, 4.7x the typical California plan (state average ~630 per filing). Assets: $16M.
- #6,677
- in Retail Trade (8,414 peers)
- +16.3%
- assets growth YoY
Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan's outsized position by total assets
Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,156,009 Top 31% higher than 69% 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 Industries of Southern California, Inc. 403(b) Thrift 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 Industries of Southern California, Inc. 403(b) Thrift Plan lands in the large band (2,960 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan reported participants rose from 2,384 in the plan year 2022 filing to 2,960 in the plan year 2023 filing.
- Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 951641441 · Goodwill Industries of Southern California, Inc. PY 2023 · Other
Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan · $16M · 2,960 · 69th
- TYPE $16M
- TYPE 2,960
- TYPE 69th
- TYPE Other
- TYPE near Judson University Retirement Plan
- TYPE ind #6677
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 Industries of Southern California, Inc. 403(b) Thrift Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 951641441 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of Southern California, Inc.)
Sponsor-wide plan assets over time
All Goodwill Industries of Southern California, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 28.42426208528166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,384 | $14M |
| 2023 | 1 | 2,960 | $16M |
| 2024 | 1 | 2,706 | $18M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Judson University Retirement Plan in IL ($16M); by covered participants it is Mary Washington Healthcare 403(b) Plan in VA (2,958 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Judson University Retirement Plan (IL) $16M · 114
- Health Management Services Pension Plan (MA) $16M · 302
- Csac 403(b) Retirement Plan (VT) $16M · 243
- Academy of Notre Dame De Namur Defined Contribution Retirement Plan (PA) $16M · 138
Similar participant headcount
Nearest other-state filings by covered participants (2,960 participants); asset peers above are excluded.
- Mary Washington Healthcare 403(b) Plan (VA) 2,958 · 2 off
- Retirement Plan for Employees of Pikeville Medical Center, Inc. (KY) 2,943 · 17 off
- The Children's Aid Society Voluntary Retirement Plan (NY) 2,940 · 20 off
- Villanova University Retirement Savings Plan (PA) 2,990 · 30 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.