Other · DOL Form 5500 · 2023

Goodwill of Greater Washington Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
715
Participants Below avg headcount
72nd
Percentile by assets National rank
$26,637
Avg per participant Low balance/head
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Official DOL plan name: Goodwill of Greater Washington Tax Deferred Annuity Plan · Sponsored by Goodwill of Greater Washington · District of Columbia · Healthcare & Social Assistance

$19M in assets, 715 participants

Goodwill of Greater Washington's Goodwill of Greater Washington Tax Deferred Annuity Plan reported $19M in total assets and 715 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,486 in Healthcare & Social Assistance (17,684 peers)

Coverage in District of Columbia

Goodwill of Greater Washington Tax Deferred Annuity Plan covers 715 participants in District of Columbia, about 49% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $19M.

#13,486
in Healthcare & Social Assistance (17,684 peers)
+10.2%
assets growth YoY

Goodwill of Greater Washington Tax Deferred Annuity Plan's outsized position by total assets

Goodwill of Greater Washington Tax Deferred Annuity Plan vs every filed plan by assets

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

$19,045,225 Top 28% higher than 72% 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 Greater Washington Tax Deferred Annuity Plan 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. Goodwill of Greater Washington Tax Deferred Annuity Plan sits mid-pack in the medium band (715 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goodwill of Greater Washington Tax Deferred Annuity Plan reported net income rose from -$401K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Goodwill of Greater Washington Tax Deferred Annuity Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Goodwill of Greater Washington Tax Deferred Annuity Plan reported participants rose from 700 in the plan year 2022 filing to 715 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 530196588 · Goodwill of Greater Washington PY 2023 · Other

Goodwill of Greater Washington Tax Deferred Annuity Plan · $19M · 715 · 72nd

  • IND $19M
  • IND 715
  • IND 72nd
  • IND Other
  • IND near Section 403(b) Retirement Plan for Mountain Comprehensive Health Corporation
  • IND ind #13486

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 District of Columbia →

Goodwill of Greater Washington Tax Deferred Annuity Plan in the asset neighbourhood

Goodwill of Greater Washington Tax Deferred Annuity PlanGoodwill of Greater Washingt…$19MSection 403(b) Retirement Plan for Mountain Comprehensive Health CorporationSection 403(b) Retirement Pl…$19MCairn University 403(b) Plan$19M403(b) Thrift Plan for Employees of Care Plus Nj, Inc.403(b) Thrift Plan for Emplo…$19MUcp Matched Savings Plan$19M
End-of-year total assets ($M) among Goodwill of Greater Washington Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN530196588
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill of Greater Washington)

Sponsor-wide plan assets over time

All Goodwill of Greater Washington plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.889704156465772% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.3M $20.9M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 700 $17M
2023 1 715 $19M
2024 1 707 $21M

Nearby Other Plans in District of Columbia

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

Goodwill of Greater Washington Tax Deferred Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Goodwill of Greater Washington Tax Deferred Annuity Plan, Total assets ($B): 0.019045225 · Participants: 715Goodwill of Greater Washington Tax Deferred Annuity PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
Goodwill of Greater Washington Tax Deferred Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Goodwill of Greater Washington Tax Deferred Annuity Plan side-by-side with 3 peers →

Goodwill of Greater Washington Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Section 403(b) Retirement Plan for Mountain Comprehensive Health Corporation in KY ($19M); by covered participants it is Door County Memorial Hospital Tax Deferred Annuity Plan in WI (715 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (715 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 Greater Washington Tax Deferred Annuity Plan assets move in 2023? ▼
Goodwill of Greater Washington Tax Deferred Annuity Plan grew at a solid clip - up 10.2% during 2023, from $17M to $19M. Reported net income was $2M.
How have Goodwill of Greater Washington plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodwill of Greater Washington's sponsor-wide assets grew 20.9%, from $17M to $21M.
Which Other plans are similar in size to Goodwill of Greater Washington Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Section 403(b) Retirement Plan for Mountain Comprehensive Health Corporation in KY ($19M, 529 participants).
Which Other plans cover a similar participant headcount to Goodwill of Greater Washington Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Door County Memorial Hospital Tax Deferred Annuity Plan in WI (715 participants, $108M 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 530196588.

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.