Other · DOL Form 5500 · 2024

Goodwill of Greater Washington Retirement Plan

Data updated 2026-08-11

$21M
Total assets
707
Participants
71st
Percentile by assets
$29,540
Avg per participant
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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.

  • 71st percentile by assets (of 123,622 plans)
  • #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.

$21M
total plan assets (2024 EOY)
707
covered participants
71st
percentile by assets (of 123,622 plans)
$29,540
avg assets per participant

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 →

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Goodwill of Greater Washington Tax Deferred Annuity Plan reports 707 participants - about 49% of that state average ($21M EOY assets).

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)

$16M$18M$20M$22M 202220232024 $17.3M $20.9M ▲ +20.8%
Total plan assets by year, all Goodwill of Greater Washington plans on file
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

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 …Int'l Brotherhood of…Georgetown Universit…American University …Howard University Sa…Georgetown Universit…
Goodwill of Greater Washington Tax Deferred Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Goodwill of Greater Washington Tax Deferred Annuity Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Goodwill of Greater Washington Tax Deferred Annuity Plan's numbers.