401(k) · DOL Form 5500 · 2023

Goodwill of South Texas 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
36
Participants Small participant base
29th
Percentile by assets National rank
$47,312
Avg per participant Low balance/head
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Official DOL plan name: Goodwill of South Texas 403(b) Retirement Plan · Sponsored by Goodwill of South Texas · Texas · Other Services

$2M in assets, 36 participants

Goodwill of South Texas's Goodwill of South Texas 403(b) Retirement Plan reported $2M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,217 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Goodwill of South Texas 403(b) Retirement Plan ranks #4,217 of 7,857 2023 filers by assets (1178% of the sector average)-$2M for 36 participants.

#4,217
in Other Services (7,857 peers)
+15.5%
assets growth YoY

Goodwill of South Texas 403(b) Retirement Plan among the smaller filed plans by assets

Goodwill of South Texas 403(b) Retirement Plan vs every filed plan by assets

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

$1,703,235 29th percentile higher than 29% 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 of South Texas 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 of South Texas 403(b) Retirement Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goodwill of South Texas 403(b) Retirement Plan reported net income rose from -$433K in the plan year 2022 filing to $225K in the plan year 2023 filing.
  • Goodwill of South Texas 403(b) Retirement Plan reported participants fell from 48 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • Goodwill of South Texas 403(b) Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741223056 · Goodwill of South Texas PY 2023 · 401(k)

Goodwill of South Texas 403(b) Retirement Plan · $2M · 36 · 29th

  • IND $2M
  • EOY 36
  • 5500 29th
  • ASSETS 401(k)
  • PCT near Hickory Veterinary Hospital, Inc. 401(k) Profit Sharing Plan & Trust
  • EIN ind #4217

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 Other Services retirement plans → · Plans in Texas →

Goodwill of South Texas 403(b) Retirement Plan in the asset neighbourhood

Goodwill of South Texas 403(b) Retirement PlanGoodwill of South Texas 403(…$2MHickory Veterinary Hospital, Inc. 401(k) Profit Sharing Plan & TrustHickory Veterinary Hospital,…$2MSycamore Pain Management, LLC 401(k) PlanSycamore Pain Management, LL…$2MLmz Restaurant Group, Inc. 401(k) PlanLmz Restaurant Group, Inc. 4…$2MBrilliant Media Strategies Alaska 401(k)Brilliant Media Strategies A…$2M
End-of-year total assets ($M) among Goodwill of South Texas 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$225K
Employer EIN741223056
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill of South Texas)

Sponsor-wide plan assets over time

All Goodwill of South Texas plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.534890725042514% vs 2022
2023 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M 20222023 $1.47M $1.7M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 48 $1M
2023 1 36 $2M

Nearby 401(k) Plans in Texas

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

Goodwill of South Texas 403(b) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Goodwill of South Texas 403(b) Retirement Plan, Total assets ($B): 0.001703235 · Participants: 36Goodwill of South Texas 403(b) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Goodwill of South Texas 403(b) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Goodwill of South Texas 403(b) Retirement Plan side-by-side with 3 peers →

Goodwill of South Texas 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hickory Veterinary Hospital, Inc. 401(k) Profit Sharing Plan & Trust in MD ($2M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 of South Texas 403(b) Retirement Plan assets move in 2023? ▼
Goodwill of South Texas 403(b) Retirement Plan grew sharply - up 15.5% during 2023, from $1M to $2M. Reported net income was $225K.
How have Goodwill of South Texas plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Goodwill of South Texas's sponsor-wide assets grew 15.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Goodwill of South Texas 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hickory Veterinary Hospital, Inc. 401(k) Profit Sharing Plan & Trust in MD ($2M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Goodwill of South Texas 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A in assets).

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 741223056.

Read our methodology - how this data is sourced, computed, and verified.

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