Other · DOL Form 5500 · 2023
Goodwill-Southwest Florida Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 635
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $7,679
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Goodwill-Southwest Florida · Sponsored by Goodwill-Southwest Florida · Florida · Other Services
$5M in assets, 635 participants
Goodwill-Southwest Florida's 403(b) Thrift Plan of Goodwill-Southwest Florida reported $5M in total assets and 635 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #5,153 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, 403(b) Thrift Plan of Goodwill-Southwest Florida ranks #5,153 of 7,857 2023 filers by assets (412% of the sector average)-$5M for 635 participants.
- #5,153
- in Other Services (7,857 peers)
- +15.8%
- assets growth YoY
403(b) Thrift Plan of Goodwill-Southwest Florida's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of Goodwill-Southwest Florida vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,876,094 44th percentile higher than 44% 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 of Goodwill-Southwest Florida 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 of Goodwill-Southwest Florida sits mid-pack in the medium band (635 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Goodwill-Southwest Florida reported net income rose from -$299K in the plan year 2022 filing to $665K in the plan year 2023 filing.
- 403(b) Thrift Plan of Goodwill-Southwest Florida reported participants rose from 493 in the plan year 2022 filing to 635 in the plan year 2023 filing.
- 403(b) Thrift Plan of Goodwill-Southwest Florida end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 596196141 · Goodwill-Southwest Florida PY 2023 · Other
403(b) Thrift Plan of Goodwill-Southwest Florida · $5M · 635 · 44th
- PCT $5M
- EIN 635
- RANK 44th
- PHOTO Other
- IND near Hope Christian Schools, Inc. 403(b) Plan
- EOY ind #5153
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 Florida →
403(b) Thrift Plan of Goodwill-Southwest Florida in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $665K |
| Employer EIN | 596196141 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill-Southwest Florida)
Sponsor-wide plan assets over time
All Goodwill-Southwest Florida plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 29.71034111938228% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 493 | $4M |
| 2023 | 1 | 635 | $5M |
| 2024 | 1 | 1,101 | $5M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
403(b) Thrift Plan of Goodwill-Southwest Florida's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Hope Christian Schools, Inc. 403(b) Plan in NM ($5M); by covered participants it is Children's Home of Cincinnati 403(b) Plan in OH (635 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (635 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.