Other · DOL Form 5500 · 2024

Memphis Goodwill Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
591
Participants Below avg headcount
28th
Percentile by assets National rank
$3,054
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Memphis Goodwill Inc. 403b Retirement Plan · Sponsored by Memphis Goodwill Inc. · Tennessee · Retail Trade

$2M in assets, 591 participants

Memphis Goodwill Inc.'s Memphis Goodwill Inc. 403b Retirement Plan reported $2M in total assets and 591 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #3,302 in Retail Trade (8,048 peers)

Memphis Goodwill Inc. multi-year trail

Memphis Goodwill Inc.'s plans moved +46.6% in assets from 2022 to 2024; this filing shows Memphis Goodwill Inc. 403b Retirement Plan at $2M / 591 participants.

#3,302
in Retail Trade (8,048 peers)
+21.8%
assets growth YoY

Memphis Goodwill Inc. 403b Retirement Plan among the smaller filed plans by assets

Memphis Goodwill Inc. 403b Retirement Plan vs every filed plan by assets

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

$1,805,154 28th percentile higher than 28% 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

Memphis Goodwill Inc. 403b Retirement 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. Memphis Goodwill Inc. 403b Retirement Plan sits mid-pack in the medium band (591 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Memphis Goodwill Inc. 403b Retirement Plan reported net income rose from $249K in the plan year 2023 filing to $324K in the plan year 2024 filing.
  • Memphis Goodwill Inc. 403b Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Memphis Goodwill Inc. 403b Retirement Plan reported participants rose from 529 in the plan year 2023 filing to 591 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 263445007 · Memphis Goodwill Inc. PY 2024 · Other

Memphis Goodwill Inc. 403b Retirement Plan · $2M · 591 · 28th

  • TYPE $2M
  • NET 591
  • BOOK 28th
  • VS-ST Other
  • BOY near Brent Simpson, D.D.S. Retirement Plan
  • SCH ind #3302

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 Tennessee →

Memphis Goodwill Inc. 403b Retirement Plan in the asset neighbourhood

Memphis Goodwill Inc. 403b Retirement PlanMemphis Goodwill Inc. 403b R…$2MBrent Simpson, D.D.S. Retirement PlanBrent Simpson, D.D.S. Retire…$2MNadc 403(b) Plan$2MChallenge Enterprises of North Florida, Inc. Retirement PlanChallenge Enterprises of Nor…$2MVALORUS$2M
End-of-year total assets ($M) among Memphis Goodwill Inc. 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Memphis Goodwill Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Memphis Goodwill Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.59470468762562% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.23M $1.81M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 429 $1M
2023 1 529 $1M
2024 1 591 $2M

Memphis Goodwill Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$324K
Employer EIN263445007
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

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

Memphis Goodwill Inc. 403b Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Memphis Goodwill Inc. 403b Retirement Plan, Total assets ($B): 0.001805154 · Participants: 591Memphis Goodwill Inc. 403b Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.7144704 · Participants: 31810Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.506327745 · Participants: 7926Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.307808572 · Participants: 6588St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.731254873 · Participants: 12134Ballad Health 403(b) PlanDialysis Clinic, Inc. Thrift Plan, Total assets ($B): 0.445900164 · Participants: 5578Dialysis Clinic, Inc. Thrift Plan
Memphis Goodwill Inc. 403b Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Memphis Goodwill Inc. 403b Retirement Plan side-by-side with 3 peers →

Memphis Goodwill Inc. 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Brent Simpson, D.D.S. Retirement Plan in TX ($2M); by covered participants it is Sidney Health Center Pension Plan in MT (591 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (591 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 Memphis Goodwill Inc. 403b Retirement Plan assets move in 2024? ▼
Memphis Goodwill Inc. 403b Retirement Plan grew sharply - up 21.8% during 2024, from $1M to $2M. Reported net income was $324K.
How have Memphis Goodwill Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Memphis Goodwill Inc.'s sponsor-wide assets grew 46.6%, from $1M to $2M.
Which Other plans are similar in size to Memphis Goodwill Inc. 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Brent Simpson, D.D.S. Retirement Plan in TX ($2M, 6 participants).
Which Other plans cover a similar participant headcount to Memphis Goodwill Inc. 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sidney Health Center Pension Plan in MT (591 participants, $32M 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 263445007.

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.