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
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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

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

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.

See the national 2023→2024 release diff →

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

The Institute for Effective Education 403(b) PlanThe Institute for Effective …$5M403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc.403(b) Thrift Plan of Goodwi…$5MPreble Street Section 403(b) PlanPreble Street Section 403(b)…$5MAssociates in Neurology, Inc. Profit Sharing PlanAssociates in Neurology, Inc…$5MRowan Regional Medical Center, Inc. Incentive SaviRowan Regional Medical Cente…$5M
End-of-year total assets ($M) among 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$586K
Employer EIN596196141
Plan Effective Date1989-01-01
Filing StatusFILING 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
$4M$4.5M$5M$5.5M$6M 202220232024 $4.21M $5.46M ▲ +29.7%
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.

403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc., Total assets ($B): 0.005461594 · Participants: 1101403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc.Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. vs. nearby Other plans in Florida, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (1,101 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 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. assets move in 2024?
403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. grew at a solid clip - up 12.0% during 2024, from $5M to $5M. Reported net income was $586K.
How have Goodwill Industries of Southwest Florida plan assets changed over time?
Across 3 plan years on file (2022-2024), Goodwill Industries of Southwest Florida's sponsor-wide assets grew 29.7%, from $4M to $5M.
Which Other plans are similar in size to 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc.?
Among Other plans in other states, the closest by assets is The Institute for Effective Education 403(b) Plan in CA ($5M, 214 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc.?
Among Other plans in other states, the closest by covered participants is Haverford College Defined Contribution Retirement Plan in PA (1,100 participants, $260M in assets).