Other · DOL Form 5500 · 2023
Goodwill Industries of the Hea Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 948
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $27,511
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland · Sponsored by Goodwill Industries of the Hea · Iowa · Other Services
$26M in assets, 948 participants
Goodwill Industries of the Hea's 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland reported $26M in total assets and 948 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #6,930 in Other Services (7,857 peers)
Where 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland sits by assets
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland sits in the top quartile of all filed plans by assets, $26M for 948 participants (~$27,511/participant), up 17.6% in 2023.
- #6,930
- in Other Services (7,857 peers)
- +17.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland's outsized position by total assets
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,079,972 Top 23% higher than 77% 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 for Employees of Goodwill Industries of the Heartland 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 for Employees of Goodwill Industries of the Heartland sits mid-pack in the medium band (948 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland reported participants rose from 848 in the plan year 2022 filing to 948 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 420923563 · Goodwill Industries of the Hea PY 2023 · Other
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland · $26M · 948 · 77th
- IND $26M
- EOY 948
- 5500 77th
- ASSETS Other
- PCT near The Learning Center for the Deaf 403(b) Plan
- EIN ind #6930
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 Iowa →
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 420923563 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of the Hea)
Sponsor-wide plan assets over time
All Goodwill Industries of the Hea plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 28.263280556741293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 848 | $22M |
| 2023 | 1 | 948 | $26M |
| 2024 | 1 | 1,010 | $28M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $593M · 2,396
- Act, Inc. Defined Contribution Retirement Plan $426M · 1,043
- Grinnell College Employees Retirement Savings Plan $353M · 810
- Genesis Health System Retirement Savings Plan $345M · 4,651
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $277M · 1,224
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is The Learning Center for the Deaf 403(b) Plan in MA ($26M); by covered participants it is Amego, Inc. 403(b) Plan in MA (946 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (948 participants); asset peers above are excluded.
- Amego, Inc. 403(b) Plan (MA) 946 · 2 off
- Bates College 403(b) Retirement Plan (ME) 950 · 2 off
- 403(b) Thrift Plan of Alpha Supported Living Services (WA) 946 · 2 off
- Russell Sage College Defined Contribution Retirement Plan (NY) 951 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.