Other · DOL Form 5500 · 2024
Goodwill Industries of Orange County, California Retirement Plan
Data updated 2026-08-11
- $32M
- Total assets
- 1,597
- Participants
- 78th
- Percentile by assets
- $19,817
- Avg per participant
Official DOL plan name: 403b Thrift Plan for Goodwill Industries of Orange County, Ca · Sponsored by Goodwill Industries of Orange County, California · California · Retail Trade
$32M in assets, 1,597 participants
Goodwill Industries of Orange County, California's 403b Thrift Plan for Goodwill Industries of Orange County, Ca reported $32M in total assets and 1,597 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- 78th percentile by assets (of 123,622 plans)
- #6,986 in Retail Trade (8,048 peers)
Coverage in California
403b Thrift Plan for Goodwill Industries of Orange County, Ca covers 1,597 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $32M.
- $32M
- total plan assets (2024 EOY)
- 1,597
- covered participants
- 78th
- percentile by assets (of 123,622 plans)
- $19,817
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403b Thrift Plan for Goodwill Industries of Orange County, Ca reported participants rose from 1,297 in the plan year 2023 filing to 1,597 in the plan year 2024 filing.
- 403b Thrift Plan for Goodwill Industries of Orange County, Ca reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- 403b Thrift Plan for Goodwill Industries of Orange County, Ca end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. 403b Thrift Plan for Goodwill Industries of Orange County, Ca reports 1,597 participants - 2.5x that state average ($32M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 951644018 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of Orange County, California)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,284 | $24M |
| 2023 | 1 | 1,297 | $28M |
| 2024 | 1 | 1,597 | $32M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
403b Thrift Plan for Goodwill Industries of Orange County, Ca vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to 403b Thrift Plan for Goodwill Industries of Orange County, Ca by total assets, not by location.
Frequently Asked Questions
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Next read for 403b Thrift Plan for Goodwill Industries…
Filing takeaways
Ways to act on 403b Thrift Plan for Goodwill Industries of Orange County, Ca's numbers.
- By total assets, 403b Thrift Plan for Goodwill Industries of Orange County, Ca ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Goodwill Industries of Orange County, California's sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Retail Trade plans