Other · DOL Form 5500 · 2023

Goodwill Industries of Middle Tennessee, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1,050
Participants Near avg headcount
53rd
Percentile by assets National rank
$7,381
Avg per participant Low balance/head
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Official DOL plan name: Goodwill Industries of Middle Tennessee Retirement Plan · Sponsored by Goodwill Industries of Middle Tennessee, Inc. · Tennessee · Healthcare & Social Assistance

$8M in assets, 1,050 participants

Goodwill Industries of Middle Tennessee, Inc.'s Goodwill Industries of Middle Tennessee Retirement Plan reported $8M in total assets and 1,050 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,361 in Healthcare & Social Assistance (17,684 peers)

Goodwill Industries of Middle Tennessee, Inc. multi-year trail

Goodwill Industries of Middle Tennessee, Inc.'s plans moved +60.2% in assets from 2022 to 2024; this filing shows Goodwill Industries of Middle Tennessee Retirement Plan at $8M / 1,050 participants.

#10,361
in Healthcare & Social Assistance (17,684 peers)
+26.1%
assets growth YoY

Goodwill Industries of Middle Tennessee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Goodwill Industries of Middle Tennessee Retirement Plan vs every filed plan by assets

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

$7,750,051 Top 47% higher than 53% 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 Industries of Middle Tennessee Retirement 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 Middle Tennessee Retirement Plan lands in the large band (1,050 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goodwill Industries of Middle Tennessee Retirement Plan reported net income rose from -$861K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Goodwill Industries of Middle Tennessee Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Goodwill Industries of Middle Tennessee Retirement Plan reported participants fell from 1,352 in the plan year 2022 filing to 1,050 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620599413 · Goodwill Industries of Middle Tennessee, Inc. PY 2023 · Other

Goodwill Industries of Middle Tennessee Retirement Plan · $8M · 1,050 · 53rd

  • EBSA $8M
  • PART 1,050
  • TYPE 53rd
  • NET Other
  • BOOK near United Cerebral Palsy Association of Greater Suffolk, Inc. 403(b) Plan
  • VS-ST ind #10361

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 Tennessee →

Goodwill Industries of Middle Tennessee Retirement Plan in the asset neighbourhood

Cgfns International, Inc. 403(b) PlanCgfns International, Inc. 40…$8MGoodwill Industries of Middle Tennessee Retirement PlanGoodwill Industries of Middl…$8MUnited Cerebral Palsy Association of Greater Suffolk, Inc. 403(b) PlanUnited Cerebral Palsy Associ…$8M403(b) Thrift Plan of Girl Scouts of Eastern Missouri, Inc.403(b) Thrift Plan of Girl S…$8MOrchard Hospital 403(b) Plan$8M
End-of-year total assets ($M) among Goodwill Industries of Middle Tennessee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Goodwill Industries of Middle Tennessee, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Goodwill Industries of Middle Tennessee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 60.15023660858533% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.15M $9.84M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 1,352 $6M
2023 1 1,050 $8M
2024 1 1,313 $10M

Goodwill Industries of Middle Tennessee, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN620599413
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

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

Goodwill Industries of Middle Tennessee Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Goodwill Industries of Middle Tennessee Retirement Plan, Total assets ($B): 0.007750051 · Participants: 1050Goodwill Industries of Middle Tennessee Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpenters and Millwrights Pension Plan
Goodwill Industries of Middle Tennessee Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants

Goodwill Industries of Middle Tennessee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is United Cerebral Palsy Association of Greater Suffolk, Inc. 403(b) Plan in NY ($8M); by covered participants it is Hope College Invest Plan in MI (1,050 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,050 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 Industries of Middle Tennessee Retirement Plan assets move in 2023?
Goodwill Industries of Middle Tennessee Retirement Plan grew sharply - up 26.1% during 2023, from $6M to $8M. Reported net income was $2M.
How have Goodwill Industries of Middle Tennessee, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Goodwill Industries of Middle Tennessee, Inc.'s sponsor-wide assets grew 60.2%, from $6M to $10M.
Which Other plans are similar in size to Goodwill Industries of Middle Tennessee Retirement Plan?
Among Other plans in other states, the closest by assets is United Cerebral Palsy Association of Greater Suffolk, Inc. 403(b) Plan in NY ($8M, 651 participants).
Which Other plans cover a similar participant headcount to Goodwill Industries of Middle Tennessee Retirement Plan?
Among Other plans in other states, the closest by covered participants is Hope College Invest Plan in MI (1,050 participants, $196M in assets).