401(k)
2023 plan-year 401(k) DOL Form 5500

Mers/Missouri Goodwill Defined Contribution Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Mers/Missouri Goodwill Industries Β· Missouri Β· Healthcare & Social Assistance

What the 2023 filing shows

Mers/Missouri Goodwill Defined Contribution Plan holds $12M for 4,723 participants - about $2,637 per participant, up 17.7% over the 2023 plan year.

$12M
total plan assets (2023 EOY)
4,723
covered participants
$2,637
avg assets per participant
+17.7%
assets growth YoY
Total Assets (2023)
$12M
Participants
4,723
State
Industry
Healthcare & Social Assistance

What the Filing Says About Mers/Missouri Goodwill Defined Contribution Plan

Mers/Missouri Goodwill Defined Contribution Plan is a 401(k) retirement plan sponsored by Mers/Missouri Goodwill Industries, headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 4,723 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 430652657, and the plan has been effective since 1996-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2023 to $12M at year-end β€” a gain of 17.7%. Net assets (after liabilities) closed the year at $12M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$2M
Plan Type401(k)
Employer EIN430652657
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mers/Missouri Goodwill Industries)

Year Plans Participants Total Assets
2022 2 9,454 $16M
2023 2 12,249 $20M
2024 2 3,375 $24M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Mers/Missouri Goodwill Defined Contribution Plan?
As of the 2023 Form 5500 filing, Mers/Missouri Goodwill Defined Contribution Plan holds $12M in total assets with 4,723 participants. It is sponsored by Mers/Missouri Goodwill Industries.
What type of plan is Mers/Missouri Goodwill Defined Contribution Plan?
Mers/Missouri Goodwill Defined Contribution Plan is a 401(k) plan. It has been effective since 1996-07-01. The plan is filed with the U.S. Department of Labor under EIN 430652657.
Who sponsors the Mers/Missouri Goodwill Defined Contribution Plan?
Mers/Missouri Goodwill Defined Contribution Plan is sponsored by Mers/Missouri Goodwill Industries, located in Missouri. The sponsor's EIN is 430652657 and the plan operates in the Healthcare & Social Assistance industry.
How did Mers/Missouri Goodwill Defined Contribution Plan perform in 2023?
Mers/Missouri Goodwill Defined Contribution Plan grew by 17.7% during 2023, moving from $11M to $12M in total assets. Net income was $2M.
Where can I find official filings for Mers/Missouri Goodwill Defined Contribution Plan?
Official Form 5500 filings for Mers/Missouri Goodwill Defined Contribution Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 430652657 or plan name at efast.dol.gov.
How does Mers/Missouri Goodwill Defined Contribution Plan compare to other plans?
You can compare Mers/Missouri Goodwill Defined Contribution Plan against other 401(k) plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 430652657.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.