Other · DOL Form 5500 · 2023
Goodwill Easter Seals Miami Valley Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 1,276
- Participants Near avg headcount
- 55th
- Percentile by assets National rank
- $6,755
- Avg per participant Low balance/head
Official DOL plan name: Goodwill Easter Seals Miami Valley 403(b) Plan · Sponsored by Goodwill Easter Seals Miami Valley · Ohio · Healthcare & Social Assistance
$9M in assets, 1,276 participants
Goodwill Easter Seals Miami Valley's Goodwill Easter Seals Miami Valley 403(b) Plan reported $9M in total assets and 1,276 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,782 in Healthcare & Social Assistance (17,684 peers)
Goodwill Easter Seals Miami Valley multi-year trail
Goodwill Easter Seals Miami Valley's plans moved +37.1% in assets from 2022 to 2024; this filing shows Goodwill Easter Seals Miami Valley 403(b) Plan at $9M / 1,276 participants.
- #10,782
- in Healthcare & Social Assistance (17,684 peers)
- +19.1%
- assets growth YoY
Goodwill Easter Seals Miami Valley 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Goodwill Easter Seals Miami Valley 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,619,300 Top 45% higher than 55% 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 Easter Seals Miami Valley 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 Easter Seals Miami Valley 403(b) Plan lands in the large band (1,276 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Goodwill Easter Seals Miami Valley 403(b) Plan reported net income rose from -$949K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Goodwill Easter Seals Miami Valley 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Goodwill Easter Seals Miami Valley 403(b) Plan reported participants rose from 1,151 in the plan year 2022 filing to 1,276 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 310537112 · Goodwill Easter Seals Miami Valley PY 2023 · Other
Goodwill Easter Seals Miami Valley 403(b) Plan · $9M · 1,276 · 55th
- RANK $9M
- RANK 1,276
- RANK 55th
- RANK Other
- RANK near Bosma Industries for the Blind, Inc. 403(b) Plan
- RANK ind #10782
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Goodwill Easter Seals Miami Valley 403(b) Plan in the asset neighbourhood
Goodwill Easter Seals Miami Valley multi-year asset trail
Sponsor-wide plan assets over time
All Goodwill Easter Seals Miami Valley plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 37.077943048299375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,151 | $7M |
| 2023 | 1 | 1,276 | $9M |
| 2024 | 1 | 1,353 | $10M |
Goodwill Easter Seals Miami Valley filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 310537112 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Goodwill Easter Seals Miami Valley 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Bosma Industries for the Blind, Inc. 403(b) Plan in IN ($9M); by covered participants it is Sacred Heart University Defined Contribution Plan in CT (1,276 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,276 participants); asset peers above are excluded.
- Sacred Heart University Defined Contribution Plan (CT) 1,276 · 0 off
- Chicago Area Ib of T Severance and Retirement Plan (IL) 1,277 · 1 off
- Ozarks Healthcare 403(b) Plan (MO) 1,277 · 1 off
- Tanana Chiefs Conference 403b Retirement Savings Plan (AK) 1,278 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.