401(k) · DOL Form 5500 · 2023

Goodwill Industries of Southern Arizona, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
697
Participants Below avg headcount
50th
Percentile by assets National rank
$9,704
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. · Sponsored by Goodwill Industries of Southern Arizona, Inc. · Arizona · Other Services

$7M in assets, 697 participants

Goodwill Industries of Southern Arizona, Inc.'s 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. reported $7M in total assets and 697 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,540 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. ranks #5,540 of 7,857 2023 filers by assets (297% of the sector average)-$7M for 697 participants.

#5,540
in Other Services (7,857 peers)
+9.9%
assets growth YoY

403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc.'s mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. vs every filed plan by assets

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

$6,763,590 Top 50% higher than 50% 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

403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. 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 of Goodwill Industries of Southern Arizona, Inc. sits mid-pack in the medium band (697 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. reported net income fell from $948K in the plan year 2022 filing to $608K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. reported participants rose from 657 in the plan year 2022 filing to 697 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860223401 · Goodwill Industries of Southern Arizona, Inc. PY 2023 · 401(k)

403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. · $7M · 697 · 50th

  • 5500 $7M
  • 5500 697
  • 5500 50th
  • 5500 401(k)
  • 5500 near Netrush, LLC 401(k) Plan
  • 5500 ind #5540

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 Arizona →

403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. in the asset neighbourhood

403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc.403(b) Thrift Plan of Goodwi…$7MNetrush, LLC 401(k) Plan$7MStier Supply Company 401(k) Profit Sharing Plan & TrustStier Supply Company 401(k) …$7MOk LLC 401(k) Profit Sharing PlanOk LLC 401(k) Profit Sharing…$7MWilson Logistics, Inc. 401(k) PlanWilson Logistics, Inc. 401(k…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$608K
Employer EIN860223401
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill Industries of Southern Arizona, Inc.)

Sponsor-wide plan assets over time

All Goodwill Industries of Southern Arizona, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 20.38928405545029% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.16M $7.41M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 657 $6M
2023 1 697 $7M
2024 1 515 $7M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc., Total assets ($B): 0.00676359 · Participants: 697403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc.Bechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Netrush, LLC 401(k) Plan in WA ($7M); by covered participants it is Open Arms Care Corporation Retirement Plan in TN (697 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (697 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 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc. grew at a solid clip - up 9.9% during 2023, from $6M to $7M. Reported net income was $608K.
How have Goodwill Industries of Southern Arizona, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodwill Industries of Southern Arizona, Inc.'s sponsor-wide assets grew 20.4%, from $6M to $7M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Netrush, LLC 401(k) Plan in WA ($7M, 202 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Open Arms Care Corporation Retirement Plan in TN (697 participants, $8M 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 860223401.

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.