Other · DOL Form 5500 · 2023
Mers/Missouri Goodwill Industries Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 7,526
- Participants Very large workforce
- 52nd
- Percentile by assets National rank
- $990
- Avg per participant Low balance/head
Official DOL plan name: Mers/Missouri Goodwill 403b Plan · Sponsored by Mers/Missouri Goodwill Industries · Missouri · Healthcare & Social Assistance
$7M in assets, 7,526 participants
Mers/Missouri Goodwill Industries's Mers/Missouri Goodwill 403b Plan reported $7M in total assets and 7,526 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,198 in Healthcare & Social Assistance (17,684 peers)
Coverage in Missouri
Mers/Missouri Goodwill 403b Plan covers 7,526 participants in Missouri, 10x the typical Missouri plan (state average ~737 per filing). Assets: $7M.
- #10,198
- in Healthcare & Social Assistance (17,684 peers)
- +32.9%
- assets growth YoY
Mers/Missouri Goodwill 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Mers/Missouri Goodwill 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,453,854 Top 48% higher than 52% 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
Mers/Missouri Goodwill 403b 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. Mers/Missouri Goodwill 403b Plan lands in the large band (7,526 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mers/Missouri Goodwill 403b Plan reported net income rose from -$195K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Mers/Missouri Goodwill 403b Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Mers/Missouri Goodwill 403b Plan reported participants rose from 5,992 in the plan year 2022 filing to 7,526 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 430652657 · Mers/Missouri Goodwill Industries PY 2023 · Other
Mers/Missouri Goodwill 403b Plan · $7M · 7,526 · 52nd
- EBSA $7M
- EBSA 7,526
- EBSA 52nd
- EBSA Other
- EBSA near Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan
- EBSA ind #10198
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 Missouri →
Mers/Missouri Goodwill 403b Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 430652657 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mers/Missouri Goodwill Industries)
Sponsor-wide plan assets over time
All Mers/Missouri Goodwill Industries plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 47.02209915951896% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,454 | $16M |
| 2023 | 2 | 12,249 | $20M |
| 2024 | 2 | 3,375 | $24M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $6.7B · 25,521
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $969M · 8,984
- Saint Louis University 403(b) Annuity Plan $910M · 4,784
- Cox Savings Incentive Plan $836M · 12,220
- Bjc 403(b) Plan $448M · 5,284
Mers/Missouri Goodwill 403b Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH ($7M); by covered participants it is Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund in WA (7,520 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) $7M · 107
- Haywood Vocational Opportunities, Inc. Retirement Plan (NC) $7M · 263
- Dallas Christian School 403(b) DC Plan (TX) $7M · 75
- Kingsley Montessori School Defined Contribution Retirement Plan (MA) $7M · 95
Similar participant headcount
Nearest other-state filings by covered participants (7,526 participants); asset peers above are excluded.
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund (WA) 7,520 · 6 off
- Syracuse University Voluntary Retirement Plan (NY) 7,508 · 18 off
- Presbyterian Homes and Services Tax Deferred Annuity Plan (MN) 7,557 · 31 off
- Community Foundation of Northwest Indiana 403(b) Retirement Plan (IN) 7,567 · 41 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.