401(k) · DOL Form 5500 · 2024

Southern Oregon Goodwill Industries Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
340
Participants Below avg headcount
34th
Percentile by assets National rank
$8,496
Avg per participant Low balance/head
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Official DOL plan name: Southern Oregon Goodwill Inc 403(b) Plan · Sponsored by Southern Oregon Goodwill Industries Inc · Oregon · Retail Trade

$3M in assets, 340 participants

Southern Oregon Goodwill Industries Inc's Southern Oregon Goodwill Inc 403(b) Plan reported $3M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,659 in Retail Trade (8,048 peers)

Southern Oregon Goodwill Industries Inc multi-year trail

Southern Oregon Goodwill Industries Inc's plans moved +63.4% in assets from 2022 to 2024; this filing shows Southern Oregon Goodwill Inc 403(b) Plan at $3M / 340 participants.

#3,659
in Retail Trade (8,048 peers)
+23.3%
assets growth YoY

Southern Oregon Goodwill Inc 403(b) Plan's mid-pack asset rank among Retail Trade and all filers

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,888,649 34th percentile higher than 34% of 123,620 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 2024

Southern Oregon Goodwill Inc 403(b) Plan 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. Southern Oregon Goodwill Inc 403(b) Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Oregon Goodwill Inc 403(b) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Southern Oregon Goodwill Inc 403(b) Plan reported net income fell from $578K in the plan year 2023 filing to $540K in the plan year 2024 filing.
  • Southern Oregon Goodwill Inc 403(b) Plan reported participants rose from 328 in the plan year 2023 filing to 340 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930564141 · Southern Oregon Goodwill Industries Inc PY 2024 · 401(k)

Southern Oregon Goodwill Inc 403(b) Plan · $3M · 340 · 34th

  • EIN $3M
  • RANK 340
  • PHOTO 34th
  • IND 401(k)
  • EOY near Clearwater Engineering,Inc.401(k) Plan
  • 5500 ind #3659

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 Retail Trade retirement plans → · Plans in Oregon →

Southern Oregon Goodwill Inc 403(b) Plan in the asset neighbourhood

Southern Oregon Goodwill Inc 403(b) PlanSouthern Oregon Goodwill Inc…$3MClearwater Engineering,Inc.401(k) PlanClearwater Engineering,Inc.4…$3MConsumer Real Estate Finance Co 401(k) Profit Sharing Plan and TrustConsumer Real Estate Finance…$3MPpfa Retirement Plan$3MDynamic Transit Company 401(k) Profit Sharing PlanDynamic Transit Company 401(…$3M
End-of-year total assets ($M) among Southern Oregon Goodwill Inc 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southern Oregon Goodwill Industries Inc multi-year asset trail

Sponsor-wide plan assets over time

All Southern Oregon Goodwill Industries Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 63.38863618109439% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.77M $2.89M ▲ +63.3%
Year Plans Participants Total Assets
2022 1 278 $2M
2023 1 328 $2M
2024 1 340 $3M

Southern Oregon Goodwill Industries Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$540K
Employer EIN930564141
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Southern Oregon Goodwill Inc 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Southern Oregon Goodwill Inc 403(b) Plan, Total assets ($B): 0.002888649 · Participants: 340Southern Oregon Goodwill Inc 403(b) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Southern Oregon Goodwill Inc 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Southern Oregon Goodwill Inc 403(b) Plan side-by-side with 3 peers →

Southern Oregon Goodwill Inc 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Clearwater Engineering,Inc.401(k) Plan in CA ($3M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Oregon Goodwill Inc 403(b) Plan assets move in 2024? ▼
Southern Oregon Goodwill Inc 403(b) Plan grew sharply - up 23.3% during 2024, from $2M to $3M. Reported net income was $540K.
How have Southern Oregon Goodwill Industries Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Oregon Goodwill Industries Inc's sponsor-wide assets grew 63.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Southern Oregon Goodwill Inc 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clearwater Engineering,Inc.401(k) Plan in CA ($3M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Southern Oregon Goodwill Inc 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (340 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930564141.

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.