Other · DOL Form 5500 · 2024
Goodwill Industries of Southern California, Inc. Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 2,706
- Participants Above avg headcount
- 68th
- Percentile by assets National rank
- $6,595
- Avg per participant Low balance/head
Official DOL plan name: Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan · Sponsored by Goodwill Industries of Southern California, Inc. · California · Retail Trade
$18M in assets, 2,706 participants
Goodwill Industries of Southern California, Inc.'s Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan reported $18M in total assets and 2,706 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #6,329 in Retail Trade (8,048 peers)
Coverage in California
Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan covers 2,706 participants in California, 4.3x the typical California plan (state average ~630 per filing). Assets: $18M.
- #6,329
- in Retail Trade (8,048 peers)
- +10.5%
- assets growth YoY
Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan's outsized position by total assets
Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,845,987 Top 32% higher than 68% 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 Industries of Southern California, Inc. 403(b) Thrift 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 Industries of Southern California, Inc. 403(b) Thrift Plan lands in the large band (2,706 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan reported participants fell from 2,960 in the plan year 2023 filing to 2,706 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 951641441 · Goodwill Industries of Southern California, Inc. PY 2024 · Other
Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan · $18M · 2,706 · 68th
- EIN $18M
- EIN 2,706
- EIN 68th
- EIN Other
- EIN near National Parks Conservation Association 403b Plan
- EIN ind #6329
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 Retail Trade retirement plans → · Plans in California →
Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 951641441 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of Southern California, Inc.)
Sponsor-wide plan assets over time
All Goodwill Industries of Southern California, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 28.42426208528166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,384 | $14M |
| 2023 | 1 | 2,960 | $16M |
| 2024 | 1 | 2,706 | $18M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is National Parks Conservation Association 403b Plan in DC ($18M); by covered participants it is Duquesne University 403(b) Defined Contribution Retirement Plan in PA (2,705 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- National Parks Conservation Association 403b Plan (DC) $18M · 84
- Dematha Catholic High School, Inc. 403(b) Plan (MD) $18M · 238
- Waveny Life Care Network 403(b) Plan (CT) $18M · 414
- Csac 403(b) Retirement Plan (VT) $18M · 282
Similar participant headcount
Nearest other-state filings by covered participants (2,706 participants); asset peers above are excluded.
- Duquesne University 403(b) Defined Contribution Retirement Plan (PA) 2,705 · 1 off
- Regions Hospital 403(b) Plan (MN) 2,708 · 2 off
- American Cancer Society 403(b) Plan (GA) 2,703 · 3 off
- Sarco Employees Retirement Plan (PR) 2,696 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.