Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan

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

Sponsored by Goodwill Industries of Sacramento Valley & Northern Nevada, Inc. · California · Retail Trade

What the 2023 filing shows

Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan holds $3M for 97 participants — about $31,999 per participant, down 7.8% over the 2023 plan year.

$3M
total plan assets (2023 EOY)
97
covered participants
$31,999
avg assets per participant
-7.8%
assets change YoY

The plan reported a net loss of $262K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$3M
Participants
97
State
Industry
Retail Trade

What the Filing Says About Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan

Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by Goodwill Industries of Sacramento Valley & Northern Nevada, Inc., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 97 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 941201202, and the plan has been effective since 1992-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2023 to $3M at year-end — a decline of 7.8%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-261,759 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 — 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)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-261,759
Plan TypeProfit Sharing
Employer EIN941201202
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill Industries of Sacramento Valley & Northern Nevada, Inc.)

Year Plans Participants Total Assets
2022 1 68 $3M
2023 1 97 $3M
2024 1 1,467 $4M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan?
As of the 2023 Form 5500 filing, Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan holds $3M in total assets with 97 participants. It is sponsored by Goodwill Industries of Sacramento Valley & Northern Nevada, Inc..
What type of plan is Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan?
Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 1992-10-01. The plan is filed with the U.S. Department of Labor under EIN 941201202.
Who sponsors the Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan?
Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan is sponsored by Goodwill Industries of Sacramento Valley & Northern Nevada, Inc., located in California. The sponsor's EIN is 941201202 and the plan operates in the Retail Trade industry.
How did Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan perform in 2023?
Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan declined by 7.8% during 2023, moving from $3M to $3M in total assets. Net income was $-261,759.
Where can I find official filings for Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan?
Official Form 5500 filings for Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941201202 or plan name at efast.dol.gov.
How does Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan compare to other plans?
You can compare Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in California 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) — original filing retrieval by EIN 941201202.

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

Reference: IRS Publication 590-B — 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.