Other · DOL Form 5500 · 2024

Heart of Texas Goodwill Industries Inc. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
406
Participants Below avg headcount
26th
Percentile by assets National rank
$3,591
Avg per participant Low balance/head
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Official DOL plan name: Heart of Texas Goodwill Industries 403b Plan · Sponsored by Heart of Texas Goodwill Industries Inc. · Texas · Other Services

$1M in assets, 406 participants

Heart of Texas Goodwill Industries Inc.'s Heart of Texas Goodwill Industries 403b Plan reported $1M in total assets and 406 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,930 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Heart of Texas Goodwill Industries 403b Plan ranks #3,930 of 7,719 2024 filers by assets (1377% of the sector average)-$1M for 406 participants.

#3,930
in Other Services (7,719 peers)
+3.0%
assets growth YoY

Heart of Texas Goodwill Industries 403b Plan among the smaller filed plans by assets

Heart of Texas Goodwill Industries 403b Plan vs every filed plan by assets

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

$1,457,965 26th percentile higher than 26% 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

Heart of Texas Goodwill Industries 403b 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. Heart of Texas Goodwill Industries 403b Plan sits mid-pack in the medium band (406 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heart of Texas Goodwill Industries 403b Plan reported net income fell from $121K in the plan year 2023 filing to $43K in the plan year 2024 filing.
  • Heart of Texas Goodwill Industries 403b Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Heart of Texas Goodwill Industries 403b Plan reported participants rose from 399 in the plan year 2023 filing to 406 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 741238443 · Heart of Texas Goodwill Industries Inc. PY 2024 · Other

Heart of Texas Goodwill Industries 403b Plan · $1M · 406 · 26th

  • NET $1M
  • BOOK 406
  • VS-ST 26th
  • BOY Other
  • SCH near Teamsters Local Union No. 541 Thrift Plan and Trust
  • EBSA ind #3930

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 Other Services retirement plans → · Plans in Texas →

Heart of Texas Goodwill Industries 403b Plan in the asset neighbourhood

Claro Puerto Rico Employees Savings PlanClaro Puerto Rico Employees …$1MLibraries of Middlesex Automation Consortium Defined Contribution Retirement PlanLibraries of Middlesex Autom…$1MThe Fedcap Group, Inc. Defined Contribution Plan for StaffThe Fedcap Group, Inc. Defin…$1MHeart of Texas Goodwill Industries 403b PlanHeart of Texas Goodwill Indu…$1MTeamsters Local Union No. 541 Thrift Plan and TrustTeamsters Local Union No. 54…$1M
End-of-year total assets ($M) among Heart of Texas Goodwill Industries 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$43K
Employer EIN741238443
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heart of Texas Goodwill Industries Inc.)

Sponsor-wide plan assets over time

All Heart of Texas Goodwill Industries Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.347329567783746% vs 2022
2024 filing year
$1.25M$1.3M$1.35M$1.4M$1.45M$1.5M 202220232024 $1.3M $1.46M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 386 $1M
2023 1 399 $1M
2024 1 406 $1M

Nearby Other Plans in Texas

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

Heart of Texas Goodwill Industries 403b Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Heart of Texas Goodwill Industries 403b Plan, Total assets ($B): 0.001457965 · Participants: 406Heart of Texas Goodwill Industries 403b PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
Heart of Texas Goodwill Industries 403b Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Heart of Texas Goodwill Industries 403b Plan side-by-side with 3 peers →

Heart of Texas Goodwill Industries 403b Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Teamsters Local Union No. 541 Thrift Plan and Trust in MO ($1M); by covered participants it is Saint Vincent Retirement Plan in PA (406 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (406 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 Heart of Texas Goodwill Industries 403b Plan assets move in 2024? ▼
Heart of Texas Goodwill Industries 403b Plan edged up modestly - up 3.0% during 2024, from $1M to $1M. Reported net income was $43K.
How have Heart of Texas Goodwill Industries Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart of Texas Goodwill Industries Inc.'s sponsor-wide assets grew 12.3%, from $1M to $1M.
Which Other plans are similar in size to Heart of Texas Goodwill Industries 403b Plan? ▼
Among Other plans in other states, the closest by assets is Teamsters Local Union No. 541 Thrift Plan and Trust in MO ($1M, 4 participants).
Which Other plans cover a similar participant headcount to Heart of Texas Goodwill Industries 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Saint Vincent Retirement Plan in PA (406 participants, $80M 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 741238443.

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.