Other · DOL Form 5500 · 2023

Goodwill of North Georgia, Inc Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
3,083
Participants Above avg headcount
76th
Percentile by assets National rank
$7,918
Avg per participant Low balance/head
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Official DOL plan name: Goodwill of North Georgia, Inc Tax Deferred Annuity Plan · Sponsored by Goodwill of North Georgia, Inc · Georgia · Healthcare & Social Assistance

$24M in assets, 3,083 participants

Goodwill of North Georgia, Inc's Goodwill of North Georgia, Inc Tax Deferred Annuity Plan reported $24M in total assets and 3,083 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,120 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan covers 3,083 participants in Georgia, 2.8x the typical Georgia plan (state average ~1,096 per filing). Assets: $24M.

#14,120
in Healthcare & Social Assistance (17,684 peers)
+14.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan's outsized position by total assets

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan vs every filed plan by assets

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

$24,409,798 Top 24% higher than 76% 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 North Georgia, Inc Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goodwill of North Georgia, Inc Tax Deferred Annuity Plan lands in the large band (3,083 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goodwill of North Georgia, Inc Tax Deferred Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Goodwill of North Georgia, Inc Tax Deferred Annuity Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Goodwill of North Georgia, Inc Tax Deferred Annuity Plan reported participants fell from 3,110 in the plan year 2022 filing to 3,083 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208351046 · Goodwill of North Georgia, Inc PY 2023 · Other

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan · $24M · 3,083 · 76th

  • EIN $24M
  • RANK 3,083
  • PHOTO 76th
  • IND Other
  • EOY near Utah Navajo Health System, Inc. 403(b) Plan
  • 5500 ind #14120

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 Georgia →

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan in the asset neighbourhood

Utah Navajo Health System, Inc. 403(b) PlanUtah Navajo Health System, I…$24MGoodwill of North Georgia, Inc Tax Deferred Annuity PlanGoodwill of North Georgia, I…$24MPro Publica, Inc. 403(b) Plan$24MWu Yee Children's Services 403(b) PlanWu Yee Children's Services 4…$24MLocal Government Corporation Retirement PlanLocal Government Corporation…$24M
End-of-year total assets ($M) among Goodwill of North Georgia, Inc Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN208351046
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill of North Georgia, Inc)

Sponsor-wide plan assets over time

All Goodwill of North Georgia, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$28M 30.89813683909976% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.9M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 3,110 $21M
2023 1 3,083 $24M
2024 1 3,396 $28M

Nearby Other Plans in Georgia

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

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -0.500.511.522.5 Total assets ($B) Participants Goodwill of North Georgia, Inc Tax Deferred Annuity Plan, Total assets ($B): 0.024409798 · Participants: 3083Goodwill of North Georgia, Inc Tax Deferred Annuity PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Goodwill of North Georgia, Inc Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Goodwill of North Georgia, Inc Tax Deferred Annuity Plan side-by-side with 3 peers →

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Utah Navajo Health System, Inc. 403(b) Plan in UT ($24M); by covered participants it is San Diego Zoo Wildlife Alliance 403(b) Plan in CA (3,079 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,083 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 North Georgia, Inc Tax Deferred Annuity Plan assets move in 2023? ▼
Goodwill of North Georgia, Inc Tax Deferred Annuity Plan grew at a solid clip - up 14.5% during 2023, from $21M to $24M. Reported net income was $3M.
How have Goodwill of North Georgia, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodwill of North Georgia, Inc's sponsor-wide assets grew 30.9%, from $21M to $28M.
Where does Goodwill of North Georgia, Inc Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Goodwill of North Georgia, Inc Tax Deferred Annuity Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Goodwill of North Georgia, Inc Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Utah Navajo Health System, Inc. 403(b) Plan in UT ($24M, 456 participants).
Which Other plans cover a similar participant headcount to Goodwill of North Georgia, Inc Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is San Diego Zoo Wildlife Alliance 403(b) Plan in CA (3,079 participants, $161M 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 208351046.

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.