Other · DOL Form 5500 · 2023

Goodwill Industries of San Francisco, San Mateo, and Marin Counties Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
406
Participants Below avg headcount
35th
Percentile by assets National rank
$7,001
Avg per participant Low balance/head
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Official DOL plan name: Goodwill 403(b) Plan · Sponsored by Goodwill Industries of San Francisco, San Mateo, and Marin Counties · California · Healthcare & Social Assistance

$3M in assets, 406 participants

Goodwill Industries of San Francisco, San Mateo, and Marin Counties's Goodwill 403(b) Plan reported $3M in total assets and 406 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,296 in Healthcare & Social Assistance (17,684 peers)

Goodwill Industries of San Francisco, San Mateo, and Marin Counties multi-year trail

Goodwill Industries of San Francisco, San Mateo, and Marin Counties's plans moved +29.8% in assets from 2022 to 2023; this filing shows Goodwill 403(b) Plan at $3M / 406 participants.

#6,296
in Healthcare & Social Assistance (17,684 peers)
+29.8%
assets growth YoY

Goodwill 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Goodwill 403(b) Plan vs every filed plan by assets

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

$2,842,578 35th percentile higher than 35% 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 403(b) Plan 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. Goodwill 403(b) Plan sits mid-pack in the medium band (406 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goodwill 403(b) Plan reported net income rose from $43K in the plan year 2022 filing to $653K in the plan year 2023 filing.
  • Goodwill 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941156540 · Goodwill Industries of San Francisco, San Mateo, and Marin Counties PY 2023 · Other

Goodwill 403(b) Plan · $3M · 406 · 35th

  • IND $3M
  • IND 406
  • IND 35th
  • IND Other
  • IND near League of American Bicyclists 403b Plan
  • IND ind #6296

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 California →

Goodwill 403(b) Plan in the asset neighbourhood

Tyrone Hospital 403(b) Plan$3M403(b) Thrift Plan for Employees of Northside Charter High School403(b) Thrift Plan for Emplo…$3MPomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity PlanPomperaug Woods, Inc. Intern…$3MGoodwill 403(b) Plan$3MLeague of American Bicyclists 403b PlanLeague of American Bicyclist…$3M
End-of-year total assets ($M) among Goodwill 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Goodwill Industries of San Francisco, San Mateo, and Marin Counties multi-year asset trail

Sponsor-wide plan assets over time

All Goodwill Industries of San Francisco, San Mateo, and Marin Counties plans reported in each filing year

Latest sponsor-wide plan assets
$3M 29.79707463458046% vs 2022
2023 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 20222023 $2.19M $2.84M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 408 $2M
2023 1 406 $3M

Goodwill Industries of San Francisco, San Mateo, and Marin Counties filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$653K
Employer EIN941156540
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Goodwill 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Goodwill 403(b) Plan, Total assets ($B): 0.002842578 · Participants: 406Goodwill 403(b) 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 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Goodwill 403(b) Plan side-by-side with 3 peers →

Goodwill 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is League of American Bicyclists 403b Plan in DC ($3M); by covered participants it is Southminster Retirement Plan in NC (406 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (406 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 403(b) Plan assets move in 2023? ▼
Goodwill 403(b) Plan grew sharply - up 29.8% during 2023, from $2M to $3M. Reported net income was $653K.
How have Goodwill Industries of San Francisco, San Mateo, and Marin Counties plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Goodwill Industries of San Francisco, San Mateo, and Marin Counties's sponsor-wide assets grew 29.8%, from $2M to $3M.
Which Other plans are similar in size to Goodwill 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is League of American Bicyclists 403b Plan in DC ($3M, 7 participants).
Which Other plans cover a similar participant headcount to Goodwill 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Southminster Retirement Plan in NC (406 participants, $12M 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 941156540.

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.