Profit Sharing · DOL Form 5500 · 2024

Goodwill Industries of Lane & South Coast Counties Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
558
Participants Below avg headcount
46th
Percentile by assets National rank
$11,391
Avg per participant Low balance/head
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Official DOL plan name: Goodwill Industries of Lane & South Coast Counties 403b Plan · Sponsored by Goodwill Industries of Lane & South Coast Counties · Oregon · Retail Trade

$6M in assets, 558 participants

Goodwill Industries of Lane & South Coast Counties's Goodwill Industries of Lane & South Coast Counties 403b Plan reported $6M in total assets and 558 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #4,583 in Retail Trade (8,048 peers)

Goodwill Industries of Lane & South Coast Counties multi-year trail

Goodwill Industries of Lane & South Coast Counties's plans moved +67.8% in assets from 2022 to 2024; this filing shows Goodwill Industries of Lane & South Coast Counties 403b Plan at $6M / 558 participants.

#4,583
in Retail Trade (8,048 peers)
+23.3%
assets growth YoY

Goodwill Industries of Lane & South Coast Counties 403b Plan's mid-pack asset rank among Retail Trade and all filers

Goodwill Industries of Lane & South Coast Counties 403b Plan vs every filed plan by assets

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

$6,355,943 46th percentile higher than 46% 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

Goodwill Industries of Lane & South Coast Counties 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. Goodwill Industries of Lane & South Coast Counties 403b Plan sits mid-pack in the medium band (558 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goodwill Industries of Lane & South Coast Counties 403b Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Goodwill Industries of Lane & South Coast Counties 403b Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Goodwill Industries of Lane & South Coast Counties 403b Plan reported participants rose from 552 in the plan year 2023 filing to 558 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930572370 · Goodwill Industries of Lane & South Coast Counties PY 2024 · Profit Sharing

Goodwill Industries of Lane & South Coast Counties 403b Plan · $6M · 558 · 46th

  • TYPE $6M
  • TYPE 558
  • TYPE 46th
  • TYPE Profit Sharing
  • TYPE near Addicts Rehabiliation Center Retirement Plan and Trust
  • TYPE ind #4583

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 Oregon →

Goodwill Industries of Lane & South Coast Counties 403b Plan in the asset neighbourhood

Goodwill Industries of Lane & South Coast Counties 403b PlanGoodwill Industries of Lane …$6MAddicts Rehabiliation Center Retirement Plan and TrustAddicts Rehabiliation Center…$6MLaborers Local No. 1822 Defined Contribution PlanLaborers Local No. 1822 Defi…$6MLong, Parker, P.a. Profit Sharing PlanLong, Parker, P.a. Profit Sh…$6MSemper Fi & America's Fund ERISA 403(b) PlanSemper Fi & America's Fund E…$6M
End-of-year total assets ($M) among Goodwill Industries of Lane & South Coast Counties 403b Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Goodwill Industries of Lane & South Coast Counties multi-year asset trail

Sponsor-wide plan assets over time

All Goodwill Industries of Lane & South Coast Counties plans reported in each filing year

Latest sponsor-wide plan assets
$6M 67.82125344801045% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.79M $6.36M ▲ +67.8%
Year Plans Participants Total Assets
2022 1 548 $4M
2023 1 552 $5M
2024 1 558 $6M

Goodwill Industries of Lane & South Coast Counties filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN930572370
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

Goodwill Industries of Lane & South Coast Counties 403b Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Goodwill Industries of Lane & South Coast Counties 403b Plan, Total assets ($M): 6.355943 · Participants: 558Goodwill Industries of Lane & South Coast Counties 403b PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 865.392707 · Participants: 5738Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 817.192113 · Participants: 12025Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 211.941238 · Participants: 730Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 190.881902 · Participants: 634The Hoffman Employee Retirement Income PlanTuality Healthcare Performance Retirement Plan - 403(b), Total assets ($M): 120.429421 · Participants: 1263Tuality Healthcare Performance Retirement Plan - 403(b)
Goodwill Industries of Lane & South Coast Counties 403b Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants

Goodwill Industries of Lane & South Coast Counties 403b Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Addicts Rehabiliation Center Retirement Plan and Trust in NY ($6M); by covered participants it is Pine Street Inn, Inc. Retirement Plan in MA (559 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (558 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 Goodwill Industries of Lane & South Coast Counties 403b Plan assets move in 2024?
Goodwill Industries of Lane & South Coast Counties 403b Plan grew sharply - up 23.3% during 2024, from $5M to $6M. Reported net income was $1M.
How have Goodwill Industries of Lane & South Coast Counties plan assets changed over time?
Across 3 plan years on file (2022-2024), Goodwill Industries of Lane & South Coast Counties's sponsor-wide assets grew 67.8%, from $4M to $6M.
Which Profit Sharing plans are similar in size to Goodwill Industries of Lane & South Coast Counties 403b Plan?
Among Profit Sharing plans in other states, the closest by assets is Addicts Rehabiliation Center Retirement Plan and Trust in NY ($6M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Goodwill Industries of Lane & South Coast Counties 403b Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Pine Street Inn, Inc. Retirement Plan in MA (559 participants, $27M in assets).