Other · DOL Form 5500 · 2023

Goodwill of the Southern Alleghenies, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
246
Participants Below avg headcount
35th
Percentile by assets National rank
$11,850
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Goodwill of the Southern Alleghenies · Sponsored by Goodwill of the Southern Alleghenies, Inc. · Pennsylvania · Other Services

$3M in assets, 246 participants

Goodwill of the Southern Alleghenies, Inc.'s 403(b) Thrift Plan of Goodwill of the Southern Alleghenies reported $3M in total assets and 246 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.

  • #4,655 in Other Services (7,857 peers)

Coverage in Pennsylvania

403(b) Thrift Plan of Goodwill of the Southern Alleghenies covers 246 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#4,655
in Other Services (7,857 peers)
+6.1%
assets growth YoY

403(b) Thrift Plan of Goodwill of the Southern Alleghenies's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan of Goodwill of the Southern Alleghenies vs every filed plan by assets

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

$2,915,005 35th percentile higher than 35% 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 of Goodwill of the Southern Alleghenies 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 of Goodwill of the Southern Alleghenies sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Goodwill of the Southern Alleghenies reported net income rose from -$372K in the plan year 2022 filing to $167K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Goodwill of the Southern Alleghenies reported participants rose from 216 in the plan year 2022 filing to 246 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Goodwill of the Southern Alleghenies end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251115026 · Goodwill of the Southern Alleghenies, Inc. PY 2023 · Other

403(b) Thrift Plan of Goodwill of the Southern Alleghenies · $3M · 246 · 35th

  • TYPE $3M
  • TYPE 246
  • TYPE 35th
  • TYPE Other
  • TYPE near Jewish Primary Day School of the Nation's Capital 403(b) DC Plan
  • TYPE ind #4655

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 Pennsylvania →

403(b) Thrift Plan of Goodwill of the Southern Alleghenies in the asset neighbourhood

403(b) Thrift Plan of Goodwill of the Southern Alleghenies403(b) Thrift Plan of Goodwi…$3MJewish Primary Day School of the Nation's Capital 403(b) DC PlanJewish Primary Day School of…$3MAcrmc 403(b) Plan$3MSouthwest Arkansas Counseling and Mental Health Center, IncSouthwest Arkansas Counselin…$3MVictoria Theatre Association Retirement PlanVictoria Theatre Association…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of Goodwill of the Southern Alleghenies and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$167K
Employer EIN251115026
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill of the Southern Alleghenies, Inc.)

Sponsor-wide plan assets over time

All Goodwill of the Southern Alleghenies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.810386865468285% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.75M $3.21M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 216 $3M
2023 1 246 $3M
2024 1 74 $3M

Nearby Other Plans in Pennsylvania

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

403(b) Thrift Plan of Goodwill of the Southern Alleghenies vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of Goodwill of the Southern Alleghenies, Total assets ($B): 0.002915005 · Participants: 246403(b) Thrift Plan of Goodwill of the Southern AllegheniesThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
403(b) Thrift Plan of Goodwill of the Southern Alleghenies vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare 403(b) Thrift Plan of Goodwill of the Southern Alleghenies side-by-side with 3 peers →

403(b) Thrift Plan of Goodwill of the Southern Alleghenies's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Jewish Primary Day School of the Nation's Capital 403(b) DC Plan in DC ($3M); by covered participants it is Pana Community Hospital Employees' Tax Deferred Annuity Plan in IL (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 of Goodwill of the Southern Alleghenies assets move in 2023? ▼
403(b) Thrift Plan of Goodwill of the Southern Alleghenies grew at a solid clip - up 6.1% during 2023, from $3M to $3M. Reported net income was $167K.
How have Goodwill of the Southern Alleghenies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodwill of the Southern Alleghenies, Inc.'s sponsor-wide assets grew 16.8%, from $3M to $3M.
Which Other plans are similar in size to 403(b) Thrift Plan of Goodwill of the Southern Alleghenies? ▼
Among Other plans in other states, the closest by assets is Jewish Primary Day School of the Nation's Capital 403(b) DC Plan in DC ($3M, 93 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Goodwill of the Southern Alleghenies? ▼
Among Other plans in other states, the closest by covered participants is Pana Community Hospital Employees' Tax Deferred Annuity Plan in IL (246 participants, $23M 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 251115026.

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.