Other · DOL Form 5500 · 2024
Goodwill Industries of Orange County, California Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 1,597
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $19,817
- Avg per participant Low balance/head
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.
- #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.
- #6,986
- in Retail Trade (8,048 peers)
- +12.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
403b Thrift Plan for Goodwill Industries of Orange County, Ca's outsized position by total assets
403b Thrift Plan for Goodwill Industries of Orange County, Ca vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,647,905 Top 22% higher than 78% 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
403b Thrift Plan for Goodwill Industries of Orange County, Ca'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. 403b Thrift Plan for Goodwill Industries of Orange County, Ca lands in the large band (1,597 participants).
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.
EBSA filing schedule strip
Filing strip 951644018 · Goodwill Industries of Orange County, California PY 2024 · Other
403b Thrift Plan for Goodwill Industries of Orange County, Ca · $32M · 1,597 · 78th
- SCH $32M
- SCH 1,597
- SCH 78th
- SCH Other
- SCH near Authoracare Collective 403(b) Retirement Savings Plan
- SCH ind #6986
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 California →
403b Thrift Plan for Goodwill Industries of Orange County, Ca in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Goodwill Industries of Orange County, California plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 32.96554128498339% vs 2022
- 2024 filing year
| 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.
- 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
403b Thrift Plan for Goodwill Industries of Orange County, Ca's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Authoracare Collective 403(b) Retirement Savings Plan in NC ($32M); by covered participants it is Maryville University 403(b) Savings Plan in MO (1,594 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,597 participants); asset peers above are excluded.
- Maryville University 403(b) Savings Plan (MO) 1,594 · 3 off
- Hannibal Regional Hospital Retirement Savings Plan (MO) 1,605 · 8 off
- The University of Chicago Medical Center Contributory Retirement Plan (IL) 1,585 · 12 off
- Suffolk University Employee Retirement Plan (MA) 1,583 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.