Other · DOL Form 5500 · 2024

Goodwill Industries of the Valleys, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
246
Participants Below avg headcount
50th
Percentile by assets National rank
$30,604
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. · Sponsored by Goodwill Industries of the Valleys, Inc. · Virginia · Healthcare & Social Assistance

$8M in assets, 246 participants

Goodwill Industries of the Valleys, Inc.'s 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. reported $8M in total assets and 246 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,231 in Healthcare & Social Assistance (16,916 peers)

Coverage in Virginia

403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. covers 246 participants in Virginia, about 31% of the average Virginia filer (state average ~782 per filing). Assets: $8M.

#9,231
in Healthcare & Social Assistance (16,916 peers)
+4.1%
assets growth YoY

403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. vs every filed plan by assets

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

$7,528,563 Top 50% higher than 50% 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

403(b) Thrift Plan for Goodwill Industries of the Valleys, 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. 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. reported net income fell from $898K in the plan year 2023 filing to $298K in the plan year 2024 filing.
  • 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. reported participants fell from 338 in the plan year 2023 filing to 246 in the plan year 2024 filing.
  • 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 540884014 · Goodwill Industries of the Valleys, Inc. PY 2024 · Other

403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. · $8M · 246 · 50th

  • PHOTO $8M
  • PHOTO 246
  • PHOTO 50th
  • PHOTO Other
  • PHOTO near Crisp Shared Services, Inc. 403(b) Retirement Readiness Plan
  • PHOTO ind #9231

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 Virginia →

403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. in the asset neighbourhood

Apostolic Christian Home Employees Retirement PlanApostolic Christian Home Emp…$8M403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc.403(b) Thrift Plan for Goodw…$8MCrisp Shared Services, Inc. 403(b) Retirement Readiness PlanCrisp Shared Services, Inc. …$8MExpanded Schools Retirement PlanExpanded Schools Retirement …$8M403(b) Thrift Plan for Murtis Taylor Human Services System403(b) Thrift Plan for Murti…$8M
End-of-year total assets ($M) among 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$298K
Employer EIN540884014
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill Industries of the Valleys, Inc.)

Sponsor-wide plan assets over time

All Goodwill Industries of the Valleys, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 18.876126696558217% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.33M $7.53M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 1,247 $6M
2023 1 338 $7M
2024 1 246 $8M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc., Total assets ($B): 0.007528563 · Participants: 246403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc.The Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. vs. nearby Other plans in Virginia, assets vs. participants

403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc.'s out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Crisp Shared Services, Inc. 403(b) Retirement Readiness Plan in MD ($8M); by covered participants it is California Science Center Foundation Defined Contribution Retirement Plan in CA (246 participants). Same-state nearby plans are listed separately above.

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 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. assets move in 2024?
403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. edged up modestly - up 4.1% during 2024, from $7M to $8M. Reported net income was $298K.
How have Goodwill Industries of the Valleys, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Goodwill Industries of the Valleys, Inc.'s sponsor-wide assets grew 18.9%, from $6M to $8M.
Which Other plans are similar in size to 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc.?
Among Other plans in other states, the closest by assets is Crisp Shared Services, Inc. 403(b) Retirement Readiness Plan in MD ($8M, 164 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc.?
Among Other plans in other states, the closest by covered participants is California Science Center Foundation Defined Contribution Retirement Plan in CA (246 participants, $6M in assets).