Other · DOL Form 5500 · 2023

Goodwill Industries of Sacramento Valley & Northern Nevada, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
97
Participants Small participant base
36th
Percentile by assets National rank
$31,999
Avg per participant Low balance/head
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Official DOL plan name: Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan · Sponsored by Goodwill Industries of Sacramento Valley & Northern Nevada, Inc. · California · Retail Trade

$3M in assets, 97 participants

Goodwill Industries of Sacramento Valley & Northern Nevada, Inc.'s Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan reported $3M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,011 in Retail Trade (8,414 peers)

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, in the lower half of filed plans by assets.

#4,011
in Retail Trade (8,414 peers)
-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.

Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan vs every filed plan by assets

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

$3,103,942 36th percentile higher than 36% 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 Sacramento Valley & Northern Nevada 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan reported net income fell from -$65K in the plan year 2022 filing to -$262K in the plan year 2023 filing.
  • Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan reported participants rose from 68 in the plan year 2022 filing to 97 in the plan year 2023 filing.
  • Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941201202 · Goodwill Industries of Sacramento Valley & Northern Nevada, Inc. PY 2023 · Other

Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan · $3M · 97 · 36th

  • VS-ST $3M
  • VS-ST 97
  • VS-ST 36th
  • VS-ST Other
  • VS-ST near Harbor's Edge Retirement Plan
  • VS-ST ind #4011

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 Retail Trade retirement plans → · Plans in California →

Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan in the asset neighbourhood

Harbor's Edge Retirement Plan$3M403b Thrift Plan for Life'swork of Western PA403b Thrift Plan for Life'sw…$3MHubbard Hill Estates Inc. Retirement PlanHubbard Hill Estates Inc. Re…$3MGoodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement PlanGoodwill Industries of Sacra…$3MAscend Learning, Inc. 403(b) PlanAscend Learning, Inc. 403(b)…$3M
End-of-year total assets ($M) among Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$262K
Employer EIN941201202
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Goodwill Industries of Sacramento Valley & Northern Nevada, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.97156431899328% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.37M $3.57M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 68 $3M
2023 1 97 $3M
2024 1 1,467 $4M

Nearby Other Plans in California

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

Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan, Total assets ($B): 0.003103942 · Participants: 97Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants

Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Harbor's Edge Retirement Plan in VA ($3M); by covered participants it is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Sacramento Valley & Northern Nevada 403(b) Retirement Plan assets move in 2023?
Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan pulled back noticeably - down 7.8% during 2023, from $3M to $3M. Reported net income was -$262K.
How have Goodwill Industries of Sacramento Valley & Northern Nevada, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Goodwill Industries of Sacramento Valley & Northern Nevada, Inc.'s sponsor-wide assets grew 6.0%, from $3M to $4M.
Which Other plans are similar in size to Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Harbor's Edge Retirement Plan in VA ($3M, 238 participants).
Which Other plans cover a similar participant headcount to Goodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (97 participants, $26M in assets).