Other · DOL Form 5500 · 2023
Goodwill Industries of the Valleys, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 338
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $21,393
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. · Sponsored by Goodwill Industries of the Valleys, Inc. · Virginia · Healthcare & Social Assistance
$7M in assets, 338 participants
Goodwill Industries of the Valleys, Inc.'s 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. reported $7M in total assets and 338 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.
- #10,087 in Healthcare & Social Assistance (17,684 peers)
Coverage in Virginia
403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. covers 338 participants in Virginia, about 43% of the average Virginia filer (state average ~782 per filing). Assets: $7M.
- #10,087
- in Healthcare & Social Assistance (17,684 peers)
- +14.2%
- assets growth YoY
403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,230,806 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
403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. 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. 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. sits mid-pack in the medium band (338 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. reported net income rose from -$617K in the plan year 2022 filing to $898K in the plan year 2023 filing.
- 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. reported participants fell from 1,247 in the plan year 2022 filing to 338 in the plan year 2023 filing.
- 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 540884014 · Goodwill Industries of the Valleys, Inc. PY 2023 · Other
403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. · $7M · 338 · 52nd
- 5500 $7M
- 5500 338
- 5500 52nd
- 5500 Other
- 5500 near 403(b) Thrift Plan of Girl Scouts of Greater Los Angeles
- 5500 ind #10087
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 Virginia →
403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $898K |
| Employer EIN | 540884014 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of the Valleys, Inc.)
Sponsor-wide plan assets over time
All Goodwill Industries of the Valleys, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 18.876126696558217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,247 | $6M |
| 2023 | 1 | 338 | $7M |
| 2024 | 1 | 246 | $8M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc.'s out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is 403(b) Thrift Plan of Girl Scouts of Greater Los Angeles in CA ($7M); by covered participants it is Icahn Charter School Retirement Savings Plan in NY (338 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.
- Icahn Charter School Retirement Savings Plan (NY) 338 · 0 off
- Healthpoint 403(b) Savings Plan (WA) 338 · 0 off
- Juniata College Retirement Plan (PA) 338 · 0 off
- The Benjamin School Defined Contribution Plan (FL) 338 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.