Other · DOL Form 5500 · 2024

Goodwill of Greater Washington Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
707
Participants Below avg headcount
71st
Percentile by assets National rank
$29,540
Avg per participant Low balance/head
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Official DOL plan name: Goodwill of Greater Washington Tax Deferred Annuity Plan · Sponsored by Goodwill of Greater Washington · District of Columbia · Healthcare & Social Assistance

$21M in assets, 707 participants

Goodwill of Greater Washington's Goodwill of Greater Washington Tax Deferred Annuity Plan reported $21M in total assets and 707 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,773 in Healthcare & Social Assistance (16,916 peers)

Coverage in District of Columbia

Goodwill of Greater Washington Tax Deferred Annuity Plan covers 707 participants in District of Columbia, about 49% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $21M.

#12,773
in Healthcare & Social Assistance (16,916 peers)
+9.7%
assets growth YoY

Goodwill of Greater Washington Tax Deferred Annuity Plan's outsized position by total assets

Goodwill of Greater Washington Tax Deferred Annuity Plan vs every filed plan by assets

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

$20,884,730 Top 29% higher than 71% 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

Goodwill of Greater Washington Tax Deferred Annuity 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 of Greater Washington Tax Deferred Annuity Plan sits mid-pack in the medium band (707 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goodwill of Greater Washington Tax Deferred Annuity Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Goodwill of Greater Washington Tax Deferred Annuity Plan reported participants fell from 715 in the plan year 2023 filing to 707 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 530196588 · Goodwill of Greater Washington PY 2024 · Other

Goodwill of Greater Washington Tax Deferred Annuity Plan · $21M · 707 · 71st

  • BOY $21M
  • BOY 707
  • BOY 71st
  • BOY Other
  • BOY near Lubbock Christian University 403(b) Plan
  • BOY ind #12773

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 District of Columbia →

Goodwill of Greater Washington Tax Deferred Annuity Plan in the asset neighbourhood

University Child Development School 403(b) PlanUniversity Child Development…$21MWestchester Institute for Human Development 403(b) DC PlanWestchester Institute for Hu…$21MLubbock Christian University 403(b) PlanLubbock Christian University…$21MGoodwill of Greater Washington Tax Deferred Annuity PlanGoodwill of Greater Washingt…$21M403(b) Thrift Plan for Employees of Pathpoint403(b) Thrift Plan for Emplo…$21M
End-of-year total assets ($M) among Goodwill of Greater Washington Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN530196588
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill of Greater Washington)

Sponsor-wide plan assets over time

All Goodwill of Greater Washington plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.889704156465772% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.3M $20.9M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 700 $17M
2023 1 715 $19M
2024 1 707 $21M

Nearby Other Plans in District of Columbia

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

Goodwill of Greater Washington Tax Deferred Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Goodwill of Greater Washington Tax Deferred Annuity Plan, Total assets ($B): 0.02088473 · Participants: 707Goodwill of Greater Washington Tax Deferred Annuity PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.75808979 · Participants: 450729Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.450782108 · Participants: 4882Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.352129486 · Participants: 5480American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.199524542 · Participants: 6543Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.979239156 · Participants: 14512Georgetown University Voluntary Contribution Retirement Plan
Goodwill of Greater Washington Tax Deferred Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Goodwill of Greater Washington Tax Deferred Annuity Plan side-by-side with 3 peers →

Goodwill of Greater Washington Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Lubbock Christian University 403(b) Plan in TX ($21M); by covered participants it is Lee University Defined Contribution Retirement Pla in TN (707 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (707 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 Goodwill of Greater Washington Tax Deferred Annuity Plan assets move in 2024? ▼
Goodwill of Greater Washington Tax Deferred Annuity Plan grew at a solid clip - up 9.7% during 2024, from $19M to $21M. Reported net income was $2M.
How have Goodwill of Greater Washington plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodwill of Greater Washington's sponsor-wide assets grew 20.9%, from $17M to $21M.
Which Other plans are similar in size to Goodwill of Greater Washington Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Lubbock Christian University 403(b) Plan in TX ($21M, 371 participants).
Which Other plans cover a similar participant headcount to Goodwill of Greater Washington Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Lee University Defined Contribution Retirement Pla in TN (707 participants, $67M 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 530196588.

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.