Profit Sharing · DOL Form 5500 · 2024
Goodwill Industries of Tulsa, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 357
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $19,851
- Avg per participant Low balance/head
Official DOL plan name: 401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. · Sponsored by Goodwill Industries of Tulsa, Inc. · Oklahoma · Healthcare & Social Assistance
$7M in assets, 357 participants
Goodwill Industries of Tulsa, Inc.'s 401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. reported $7M in total assets and 357 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,009 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oklahoma
401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. covers 357 participants in Oklahoma, about 47% of the average Oklahoma filer (state average ~760 per filing). Assets: $7M.
- #9,009
- in Healthcare & Social Assistance (16,916 peers)
- +9.5%
- assets growth YoY
401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,086,779 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. sits mid-pack in the medium band (357 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. reported net income fell from $772K in the plan year 2023 filing to $617K in the plan year 2024 filing.
- 401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. reported participants fell from 399 in the plan year 2023 filing to 357 in the plan year 2024 filing.
- 401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 730614297 · Goodwill Industries of Tulsa, Inc. PY 2024 · Profit Sharing
401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. · $7M · 357 · 49th
- BOY $7M
- BOY 357
- BOY 49th
- BOY Profit Sharing
- BOY near Wichita Pediatric Associates, P.a. Integrated Profit Sharing Plan
- BOY ind #9009
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 Oklahoma →
401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $617K |
| Employer EIN | 730614297 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of Tulsa, Inc.)
Sponsor-wide plan assets over time
All Goodwill Industries of Tulsa, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 17.69030659603786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 856 | $9M |
| 2023 | 1 | 399 | $6M |
| 2024 | 1 | 357 | $7M |
Nearby Profit Sharing Plans in Oklahoma
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dolese Bros. Co. Profit Sharing Plan $145M · 788
- Family & Children's Services 403(b) Plan $47M · 1,086
- Eskridge Auto Group Profit Sharing Plan $28M · 156
- Veenker Resources, Inc. Profit Sharing Plan $24M · 11
- Messer-Bowers Profit Sharing Plan $10M · 39
401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc.'s out-of-state Profit Sharing peers by assets and headcount
Outside Oklahoma, the nearest Profit Sharing by assets is Wichita Pediatric Associates, P.a. Integrated Profit Sharing Plan in KS ($7M); by covered participants it is Hope & Cherish Home Care Retirement Plan in NY (357 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 (357 participants); asset peers above are excluded.
- Hope & Cherish Home Care Retirement Plan (NY) 357 · 0 off
- Metro Health Inc. Dba Hospital Metropolitano Retirement Plan (PR) 357 · 0 off
- Mto Profit Sharing Plan (CA) 356 · 1 off
- Artis Naples, Inc. Retirement Plan (FL) 358 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.