Other · DOL Form 5500 · 2023

Goodwill Industries of San Antonio Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
1,665
Participants Near avg headcount
76th
Percentile by assets National rank
$14,962
Avg per participant Low balance/head
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Official DOL plan name: Goodwill of San Antonio Retirement Savings Plan · Sponsored by Goodwill Industries of San Antonio · Texas · Healthcare & Social Assistance

$25M in assets, 1,665 participants

Goodwill Industries of San Antonio's Goodwill of San Antonio Retirement Savings Plan reported $25M in total assets and 1,665 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,167 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Goodwill of San Antonio Retirement Savings Plan covers 1,665 participants in Texas, 2.4x the typical Texas plan (state average ~688 per filing). Assets: $25M.

#14,167
in Healthcare & Social Assistance (17,684 peers)
+20.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Goodwill of San Antonio Retirement Savings Plan's outsized position by total assets

Goodwill of San Antonio Retirement Savings Plan vs every filed plan by assets

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

$24,911,972 Top 24% higher than 76% 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

Goodwill of San Antonio Retirement Savings 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 of San Antonio Retirement Savings Plan lands in the large band (1,665 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goodwill of San Antonio Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Goodwill of San Antonio Retirement Savings Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Goodwill of San Antonio Retirement Savings Plan reported participants rose from 1,593 in the plan year 2022 filing to 1,665 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741238444 · Goodwill Industries of San Antonio PY 2023 · Other

Goodwill of San Antonio Retirement Savings Plan · $25M · 1,665 · 76th

  • SCH $25M
  • SCH 1,665
  • SCH 76th
  • SCH Other
  • SCH near Bernard Zell Anshe Emet Day School Retirement Plan
  • SCH ind #14167

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 Texas →

Goodwill of San Antonio Retirement Savings Plan in the asset neighbourhood

Goodwill of San Antonio Retirement Savings PlanGoodwill of San Antonio Reti…$25MBernard Zell Anshe Emet Day School Retirement PlanBernard Zell Anshe Emet Day …$25MNortheast Kingdom Human Services, Inc. DC PlanNortheast Kingdom Human Serv…$25MEthel Walker School Retirement PlanEthel Walker School Retireme…$25MSilicon Valley Community Foundation 403(b) Retirement PlanSilicon Valley Community Fou…$25M
End-of-year total assets ($M) among Goodwill of San Antonio Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN741238444
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill Industries of San Antonio)

Sponsor-wide plan assets over time

All Goodwill Industries of San Antonio plans reported in each filing year

Latest sponsor-wide plan assets
$28M 35.942298631853326% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.7M $28.1M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 1,593 $21M
2023 1 1,665 $25M
2024 1 1,869 $28M

Nearby Other Plans in Texas

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

Goodwill of San Antonio Retirement Savings Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -10123 Total assets ($B) Participants Goodwill of San Antonio Retirement Savings Plan, Total assets ($B): 0.024911972 · Participants: 1665Goodwill of San Antonio Retirement Savings PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Goodwill of San Antonio Retirement Savings Plan vs. nearby Other plans in Texas, assets vs. participants

Goodwill of San Antonio Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Bernard Zell Anshe Emet Day School Retirement Plan in IL ($25M); by covered participants it is Campbell University Defined Contribution Retirement Plan in NC (1,666 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,665 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 Goodwill of San Antonio Retirement Savings Plan assets move in 2023?
Goodwill of San Antonio Retirement Savings Plan grew sharply - up 20.6% during 2023, from $21M to $25M. Reported net income was $4M.
How have Goodwill Industries of San Antonio plan assets changed over time?
Across 3 plan years on file (2022-2024), Goodwill Industries of San Antonio's sponsor-wide assets grew 35.9%, from $21M to $28M.
Where does Goodwill of San Antonio Retirement Savings Plan rank by assets among Form 5500 filers?
Goodwill of San Antonio Retirement Savings Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Goodwill of San Antonio Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Bernard Zell Anshe Emet Day School Retirement Plan in IL ($25M, 132 participants).
Which Other plans cover a similar participant headcount to Goodwill of San Antonio Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Campbell University Defined Contribution Retirement Plan in NC (1,666 participants, $188M in assets).