Other · DOL Form 5500 · 2024
Goodwill of Southwestern Pennsylvania Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 1,192
- Participants Near avg headcount
- 61st
- Percentile by assets National rank
- $10,781
- Avg per participant Low balance/head
Official DOL plan name: Goodwill of Southwestern Pennsylvania 403(b) Plan · Sponsored by Goodwill of Southwestern Pennsylvania · Pennsylvania · Healthcare & Social Assistance
$13M in assets, 1,192 participants
Goodwill of Southwestern Pennsylvania's Goodwill of Southwestern Pennsylvania 403(b) Plan reported $13M in total assets and 1,192 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #11,237 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Goodwill of Southwestern Pennsylvania 403(b) Plan grew at a solid clip 12.2% in 2024 ($11M → $13M) for 1,192 participants.
- #11,237
- in Healthcare & Social Assistance (16,916 peers)
- +12.2%
- assets growth YoY
Goodwill of Southwestern Pennsylvania 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Goodwill of Southwestern Pennsylvania 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,850,409 Top 39% higher than 61% 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 of Southwestern Pennsylvania 403(b) Plan's large-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 of Southwestern Pennsylvania 403(b) Plan lands in the large band (1,192 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Goodwill of Southwestern Pennsylvania 403(b) Plan reported net income rose from -$336K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Goodwill of Southwestern Pennsylvania 403(b) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Goodwill of Southwestern Pennsylvania 403(b) Plan reported participants rose from 1,135 in the plan year 2023 filing to 1,192 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 251098928 · Goodwill of Southwestern Pennsylvania PY 2024 · Other
Goodwill of Southwestern Pennsylvania 403(b) Plan · $13M · 1,192 · 61st
- 5500 $13M
- ASSETS 1,192
- PCT 61st
- EIN Other
- RANK near 403(b) Thrift Plan of Lutheran Child and Family Services of Illinois
- PHOTO ind #11237
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 Pennsylvania →
Goodwill of Southwestern Pennsylvania 403(b) Plan in the asset neighbourhood
Goodwill of Southwestern Pennsylvania years around the 2024 move
Sponsor-wide plan assets over time
All Goodwill of Southwestern Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 8.860431898700163% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,106 | $12M |
| 2023 | 1 | 1,135 | $11M |
| 2024 | 1 | 1,192 | $13M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 251098928 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Goodwill of Southwestern Pennsylvania 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan of Lutheran Child and Family Services of Illinois in IL ($13M); by covered participants it is Union Hospital 403(b) Savings Plan in OH (1,193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,192 participants); asset peers above are excluded.
- Union Hospital 403(b) Savings Plan (OH) 1,193 · 1 off
- Abilene Christian University 403(b) Retirement Plan (TX) 1,190 · 2 off
- Carteret County General Hospital Tax Deferred Savings Plan (NC) 1,195 · 3 off
- Bowen Health 403(b) Plan (IN) 1,187 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.