Other · DOL Form 5500 · 2024
Goodwill Industries of Southwest Florida Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1,101
- Participants Near avg headcount
- 44th
- Percentile by assets National rank
- $4,961
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. · Sponsored by Goodwill Industries of Southwest Florida · Florida · Other Services
$5M in assets, 1,101 participants
Goodwill Industries of Southwest Florida's 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. reported $5M in total assets and 1,101 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #5,045 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. ranks #5,045 of 7,719 2024 filers by assets (367% of the sector average)-$5M for 1,101 participants.
- #5,045
- in Other Services (7,719 peers)
- +12.0%
- assets growth YoY
403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc.'s mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,461,594 44th percentile higher than 44% 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
403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc.'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. 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. lands in the large band (1,101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. reported participants rose from 635 in the plan year 2023 filing to 1,101 in the plan year 2024 filing.
- 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. reported net income fell from $665K in the plan year 2023 filing to $586K in the plan year 2024 filing.
- 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 596196141 · Goodwill Industries of Southwest Florida PY 2024 · Other
403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. · $5M · 1,101 · 44th
- SCH $5M
- SCH 1,101
- SCH 44th
- SCH Other
- SCH near The Institute for Effective Education 403(b) Plan
- SCH ind #5045
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 Florida →
403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $586K |
| Employer EIN | 596196141 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of Southwest Florida)
Sponsor-wide plan assets over time
All Goodwill Industries of Southwest Florida plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 29.71034111938228% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 493 | $4M |
| 2023 | 1 | 635 | $5M |
| 2024 | 1 | 1,101 | $5M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc.'s out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is The Institute for Effective Education 403(b) Plan in CA ($5M); by covered participants it is Haverford College Defined Contribution Retirement Plan in PA (1,100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,101 participants); asset peers above are excluded.
- Haverford College Defined Contribution Retirement Plan (PA) 1,100 · 1 off
- Frontier Health Tax Deferred Annuity Plan (TN) 1,102 · 1 off
- Mountain Area Health Education Center, Inc. Retirement Plan (NC) 1,099 · 2 off
- Central Peninsula Hospital Retirement Plan (AK) 1,103 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.