Other · DOL Form 5500 · 2024
Goodwill Industries of Southeastern Wisconsin, Inc. Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 10,695
- Participants Very large workforce
- 77th
- Percentile by assets National rank
- $2,800
- Avg per participant Low balance/head
Official DOL plan name: Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan · Sponsored by Goodwill Industries of Southeastern Wisconsin, Inc. · Wisconsin · Healthcare & Social Assistance
$30M in assets, 10,695 participants
Goodwill Industries of Southeastern Wisconsin, Inc.'s Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan reported $30M in total assets and 10,695 participants in its 2024 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.
- #13,645 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan covers 10,695 participants in Wisconsin, 19x the typical Wisconsin plan (state average ~563 per filing). Assets: $30M.
- #13,645
- in Healthcare & Social Assistance (16,916 peers)
- +14.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan's outsized position by total assets
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,940,928 Top 23% higher than 77% 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
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan is a mega filing (10,695 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan reported participants rose from 9,997 in the plan year 2023 filing to 10,695 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390808491 · Goodwill Industries of Southeastern Wisconsin, Inc. PY 2024 · Other
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan · $30M · 10,695 · 77th
- TYPE $30M
- TYPE 10,695
- TYPE 77th
- TYPE Other
- TYPE near Metropolitan College of New York 403(b) DC Plan
- TYPE ind #13645
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 Wisconsin →
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 390808491 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of Southeastern Wisconsin, Inc.)
Sponsor-wide plan assets over time
All Goodwill Industries of Southeastern Wisconsin, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 32.10539015027799% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,258 | $65M |
| 2023 | 2 | 11,853 | $76M |
| 2024 | 2 | 12,723 | $85M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Metropolitan College of New York 403(b) DC Plan in NY ($30M); by covered participants it is Northern Light Health Retirement Partnership 403(b) Plan in ME (10,712 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (10,695 participants); asset peers above are excluded.
- Northern Light Health Retirement Partnership 403(b) Plan (ME) 10,712 · 17 off
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (NY) 10,678 · 17 off
- Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan (OH) 10,845 · 150 off
- Community Hospitals of Central California Tax Sheltered Annuity Plan (CA) 10,906 · 211 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.