Other · DOL Form 5500 · 2024
Goodwill Central Coast Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 593
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $8,754
- Avg per participant Low balance/head
Official DOL plan name: Goodwill Central Coast 403(b) Plan · Sponsored by Goodwill Central Coast · California · Retail Trade
$5M in assets, 593 participants
Goodwill Central Coast's Goodwill Central Coast 403(b) Plan reported $5M in total assets and 593 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #4,287 in Retail Trade (8,048 peers)
Goodwill Central Coast multi-year trail
Goodwill Central Coast's plans moved +54.0% in assets from 2022 to 2024; this filing shows Goodwill Central Coast 403(b) Plan at $5M / 593 participants.
- #4,287
- in Retail Trade (8,048 peers)
- +24.7%
- assets growth YoY
Goodwill Central Coast 403(b) Plan's mid-pack asset rank among Retail Trade and all filers
Goodwill Central Coast 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,191,056 43rd percentile higher than 43% 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 Central Coast 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. Goodwill Central Coast 403(b) Plan sits mid-pack in the medium band (593 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Goodwill Central Coast 403(b) Plan reported net income rose from $790K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Goodwill Central Coast 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941254638 · Goodwill Central Coast PY 2024 · Other
Goodwill Central Coast 403(b) Plan · $5M · 593 · 43rd
- EIN $5M
- RANK 593
- PHOTO 43rd
- IND Other
- EOY near Detroit Symphony Orchestra, Inc. Non-Musicians' Tax Deferred Account Plan
- 5500 ind #4287
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 California →
Goodwill Central Coast 403(b) Plan in the asset neighbourhood
Goodwill Central Coast multi-year asset trail
Sponsor-wide plan assets over time
All Goodwill Central Coast plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 53.97768934513174% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 561 | $3M |
| 2023 | 1 | 595 | $4M |
| 2024 | 1 | 593 | $5M |
Goodwill Central Coast filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 941254638 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Goodwill Central Coast 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Detroit Symphony Orchestra, Inc. Non-Musicians' Tax Deferred Account Plan in MI ($5M); by covered participants it is Sarah Lawrence College 403(b) Retirement Plan in NY (592 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (593 participants); asset peers above are excluded.
- Sarah Lawrence College 403(b) Retirement Plan (NY) 592 · 1 off
- Mount Vernon Ladies' Association of the Union 403(b) Plan (VA) 594 · 1 off
- Sidney Health Center Pension Plan (MT) 591 · 2 off
- 403(b) Thrift Plan of the Catholic Charities (CO) 595 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.