Other · DOL Form 5500 · 2023

Evergreen Goodwill of Northwest Washington Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
2,035
Participants Near avg headcount
65th
Percentile by assets National rank
$6,753
Avg per participant Low balance/head
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Official DOL plan name: Evergreen Goodwill of Northwest Washington 403(b) Plan · Sponsored by Evergreen Goodwill of Northwest Washington · Washington · Other Services

$14M in assets, 2,035 participants

Evergreen Goodwill of Northwest Washington's Evergreen Goodwill of Northwest Washington 403(b) Plan reported $14M in total assets and 2,035 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,331 in Other Services (7,857 peers)

Evergreen Goodwill of Northwest Washington multi-year trail

Evergreen Goodwill of Northwest Washington's plans moved +13.1% in assets from 2022 to 2024; this filing shows Evergreen Goodwill of Northwest Washington 403(b) Plan at $14M / 2,035 participants.

#6,331
in Other Services (7,857 peers)
+3.7%
assets growth YoY

Evergreen Goodwill of Northwest Washington 403(b) Plan's mid-pack asset rank among Other Services and all filers

Evergreen Goodwill of Northwest Washington 403(b) Plan vs every filed plan by assets

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

$13,742,084 Top 35% higher than 65% 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

Evergreen Goodwill of Northwest Washington 403(b) 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. Evergreen Goodwill of Northwest Washington 403(b) Plan lands in the large band (2,035 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergreen Goodwill of Northwest Washington 403(b) Plan reported net income fell from $2M in the plan year 2022 filing to $484K in the plan year 2023 filing.
  • Evergreen Goodwill of Northwest Washington 403(b) Plan reported participants fell from 2,154 in the plan year 2022 filing to 2,035 in the plan year 2023 filing.
  • Evergreen Goodwill of Northwest Washington 403(b) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 910568708 · Evergreen Goodwill of Northwest Washington PY 2023 · Other

Evergreen Goodwill of Northwest Washington 403(b) Plan · $14M · 2,035 · 65th

  • EBSA $14M
  • PART 2,035
  • TYPE 65th
  • NET Other
  • BOOK near Union Institute & University Retirement Plan
  • VS-ST ind #6331

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 Washington →

Evergreen Goodwill of Northwest Washington 403(b) Plan in the asset neighbourhood

Community Service Society of New York 403(b) PlanCommunity Service Society of…$14MThe University Corporation 403(b) PlanThe University Corporation 4…$14MEvergreen Goodwill of Northwest Washington 403(b) PlanEvergreen Goodwill of Northw…$14MUnion Institute & University Retirement PlanUnion Institute & University…$14MNsba 403(b) Plan$14M
End-of-year total assets ($M) among Evergreen Goodwill of Northwest Washington 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Evergreen Goodwill of Northwest Washington multi-year asset trail

Sponsor-wide plan assets over time

All Evergreen Goodwill of Northwest Washington plans reported in each filing year

Latest sponsor-wide plan assets
$15M 13.097358576068721% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.3M $15M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 2,154 $13M
2023 1 2,035 $14M
2024 1 1,956 $15M

Evergreen Goodwill of Northwest Washington filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$484K
Employer EIN910568708
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Washington

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

Evergreen Goodwill of Northwest Washington 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Evergreen Goodwill of Northwest Washington 403(b) Plan, Total assets ($B): 0.013742084 · Participants: 2035Evergreen Goodwill of Northwest Washington 403(b) PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Evergreen Goodwill of Northwest Washington 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Evergreen Goodwill of Northwest Washington 403(b) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest Other by assets is Union Institute & University Retirement Plan in OH ($14M); by covered participants it is Wentworth Institute of Technology 403(b) Plan in MA (2,034 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,035 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 Evergreen Goodwill of Northwest Washington 403(b) Plan assets move in 2023? ▼
Evergreen Goodwill of Northwest Washington 403(b) Plan edged up modestly - up 3.7% during 2023, from $13M to $14M. Reported net income was $484K.
How have Evergreen Goodwill of Northwest Washington plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Goodwill of Northwest Washington's sponsor-wide assets grew 13.1%, from $13M to $15M.
Which Other plans are similar in size to Evergreen Goodwill of Northwest Washington 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Union Institute & University Retirement Plan in OH ($14M, 241 participants).
Which Other plans cover a similar participant headcount to Evergreen Goodwill of Northwest Washington 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Wentworth Institute of Technology 403(b) Plan in MA (2,034 participants, $201M 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 910568708.

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.