Other · DOL Form 5500 · 2024
Goodwill Easter Seals Miami Valley Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 1,353
- Participants Near avg headcount
- 56th
- Percentile by assets National rank
- $7,332
- Avg per participant Low balance/head
Official DOL plan name: Goodwill Easter Seals Miami Valley 403(b) Plan · Sponsored by Goodwill Easter Seals Miami Valley · Ohio · Healthcare & Social Assistance
$10M in assets, 1,353 participants
Goodwill Easter Seals Miami Valley's Goodwill Easter Seals Miami Valley 403(b) Plan reported $10M in total assets and 1,353 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #10,322 in Healthcare & Social Assistance (16,916 peers)
Goodwill Easter Seals Miami Valley multi-year trail
Goodwill Easter Seals Miami Valley's plans moved +37.1% in assets from 2022 to 2024; this filing shows Goodwill Easter Seals Miami Valley 403(b) Plan at $10M / 1,353 participants.
- #10,322
- in Healthcare & Social Assistance (16,916 peers)
- +15.1%
- assets growth YoY
Goodwill Easter Seals Miami Valley 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Goodwill Easter Seals Miami Valley 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,919,718 Top 44% higher than 56% 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 Easter Seals Miami Valley 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 Easter Seals Miami Valley 403(b) Plan lands in the large band (1,353 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Goodwill Easter Seals Miami Valley 403(b) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Goodwill Easter Seals Miami Valley 403(b) Plan reported participants rose from 1,276 in the plan year 2023 filing to 1,353 in the plan year 2024 filing.
- Goodwill Easter Seals Miami Valley 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 310537112 · Goodwill Easter Seals Miami Valley PY 2024 · Other
Goodwill Easter Seals Miami Valley 403(b) Plan · $10M · 1,353 · 56th
- PART $10M
- PART 1,353
- PART 56th
- PART Other
- PART near Cades Defined Contribution Retirement Plan
- PART ind #10322
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 Ohio →
Goodwill Easter Seals Miami Valley 403(b) Plan in the asset neighbourhood
Goodwill Easter Seals Miami Valley multi-year asset trail
Sponsor-wide plan assets over time
All Goodwill Easter Seals Miami Valley plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 37.077943048299375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,151 | $7M |
| 2023 | 1 | 1,276 | $9M |
| 2024 | 1 | 1,353 | $10M |
Goodwill Easter Seals Miami Valley filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 310537112 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Goodwill Easter Seals Miami Valley 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Cades Defined Contribution Retirement Plan in PA ($10M); by covered participants it is Bd Savings Plan for Puerto Rico Employees in PR (1,353 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,353 participants); asset peers above are excluded.
- Bd Savings Plan for Puerto Rico Employees (PR) 1,353 · 0 off
- The Rockefeller University Retirement Plan (NY) 1,353 · 0 off
- Endicott College DC Retirement Plan (MA) 1,354 · 1 off
- The Scripps Research Institute Tax Sheltered Annuity Plan (CA) 1,355 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.