ESOP · DOL Form 5500 · 2023

The Goodheart-Willcox Company, Inc. ESOP

Data updated 2026-08-11

$98M
Total assets
153
Participants
91st
Percentile by assets
$642,403
Avg per participant
PlainRetire home → About this data

Official DOL plan name: The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan · Sponsored by The Goodheart-Willcox Company, Inc. · Illinois · Information & Media

$98M in assets, 153 participants

The Goodheart-Willcox Company, Inc.'s The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan reported $98M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #2,457 in Information & Media (2,818 peers)

Coverage in Illinois

The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan covers 153 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $98M.

$98M
total plan assets (2023 EOY)
153
covered participants
91st
percentile by assets (of 127,072 plans)
$642,403
avg assets per participant

Where The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan sits by total assets

The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan vs every filed plan by assets

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

$98,287,590 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan end-of-year assets rose from $80M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan reported participants rose from 139 in the plan year 2022 filing to 153 in the plan year 2023 filing.
  • The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan reported net income rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan reports 153 participants - about 20% of that state average ($98M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$89M
Net Income$20M
Employer EIN362135994
Plan Effective Date1964-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (The Goodheart-Willcox Company, Inc.)

$80M$100M$120M$140M 202220232024 $85.8M $129M ▲ +50.1%
Total plan assets by year, all The Goodheart-Willcox Company, Inc. plans on file
Year Plans Participants Total Assets
2022 2 303 $86M
2023 2 324 $107M
2024 2 346 $129M

Nearby ESOP Plans in Illinois

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

The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Goodheart-Willco…Amsted Industries In…Kehe Distributors, I…Scot Forge Company E…Bdo USA Employee Sto…Bdo USA Employee Sto…
The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan assets move in 2023?
The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan grew sharply - up 23.5% during 2023, from $80M to $98M. Reported net income was $20M.
How have The Goodheart-Willcox Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Goodheart-Willcox Company, Inc.'s sponsor-wide assets grew 50.1%, from $86M to $129M.
Where does The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan rank by assets among Form 5500 filers?
The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is American Mechanical Holdings Employee Stock Ownership Plan in MD ($98M, 278 participants).

Next read for The Goodheart-Willcox Company, Inc. Empl…

Filing takeaways

Ways to act on The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan's numbers.

  • By total assets, The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
  • The Goodheart-Willcox Company, Inc.'s sponsor-wide assets have grown 50.1% since 2022 across 3 plan years on file. More Information & Media plans