Other · DOL Form 5500 · 2023
Goodwill Industries of Northwest North Carolina, Inc Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1,092
- Participants Near avg headcount
- 35th
- Percentile by assets National rank
- $2,621
- Avg per participant Low balance/head
Official DOL plan name: Goodwill Industries of Northwest Nc 403(b) Plan · Sponsored by Goodwill Industries of Northwest North Carolina, Inc · North Carolina · Other Services
$3M in assets, 1,092 participants
Goodwill Industries of Northwest North Carolina, Inc's Goodwill Industries of Northwest Nc 403(b) Plan reported $3M in total assets and 1,092 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #4,641 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Goodwill Industries of Northwest Nc 403(b) Plan ranks #4,641 of 7,857 2023 filers by assets (701% of the sector average)-$3M for 1,092 participants.
- #4,641
- in Other Services (7,857 peers)
- -5.0%
- assets change YoY
The plan reported a net loss of $150K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Goodwill Industries of Northwest Nc 403(b) Plan's mid-pack asset rank among Other Services and all filers
Goodwill Industries of Northwest Nc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,862,399 35th percentile higher than 35% 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 Northwest Nc 403(b) 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 Northwest Nc 403(b) Plan lands in the large band (1,092 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Goodwill Industries of Northwest Nc 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to -$150K in the plan year 2023 filing.
- Goodwill Industries of Northwest Nc 403(b) Plan reported participants fell from 1,420 in the plan year 2022 filing to 1,092 in the plan year 2023 filing.
- Goodwill Industries of Northwest Nc 403(b) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 560588474 · Goodwill Industries of Northwest North Carolina, Inc PY 2023 · Other
Goodwill Industries of Northwest Nc 403(b) Plan · $3M · 1,092 · 35th
- RANK $3M
- RANK 1,092
- RANK 35th
- RANK Other
- RANK near 403(b) Thrift Plan of Childhelp, Inc
- RANK ind #4641
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 North Carolina →
Goodwill Industries of Northwest Nc 403(b) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$150K |
| Employer EIN | 560588474 |
| Plan Effective Date | 2016-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of Northwest North Carolina, Inc)
Sponsor-wide plan assets over time
All Goodwill Industries of Northwest North Carolina, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 21.364938721544128% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,565 | $20M |
| 2023 | 2 | 2,154 | $23M |
| 2024 | 2 | 1,747 | $25M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
Goodwill Industries of Northwest Nc 403(b) Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is 403(b) Thrift Plan of Childhelp, Inc in AZ ($3M); by covered participants it is Swarthmore College Regular Retirement Plan in PA (1,091 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,092 participants); asset peers above are excluded.
- Swarthmore College Regular Retirement Plan (PA) 1,091 · 1 off
- Occidental College 403(b) Retirement Plan (CA) 1,093 · 1 off
- Buckner Int'l 403b Retirement Savings Plan (TX) 1,091 · 1 off
- Bethesda 403b Retirement Plan (CO) 1,090 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.