Other · DOL Form 5500 · 2024
Goodwill Industries of Northwest North Carolina, Inc Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1,084
- Participants Near avg headcount
- 29th
- Percentile by assets National rank
- $1,760
- Avg per participant Low balance/head
Official DOL plan name: Goodwill Industries of Northwest Nc 403(b) Plan · Sponsored by Goodwill Industries of Northwest North Carolina, Inc · North Carolina · Other Services
$2M in assets, 1,084 participants
Goodwill Industries of Northwest North Carolina, Inc's Goodwill Industries of Northwest Nc 403(b) Plan reported $2M in total assets and 1,084 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #4,123 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Goodwill Industries of Northwest Nc 403(b) Plan ranks #4,123 of 7,719 2024 filers by assets (1052% of the sector average)-$2M for 1,084 participants.
- #4,123
- in Other Services (7,719 peers)
- -33.4%
- assets change YoY
The plan reported a net loss of $955K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Goodwill Industries of Northwest Nc 403(b) Plan among the smaller filed plans by assets
Goodwill Industries of Northwest Nc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,907,536 29th percentile higher than 29% 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
Goodwill Industries of Northwest Nc 403(b) Plan'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. Goodwill Industries of Northwest Nc 403(b) Plan lands in the large band (1,084 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Goodwill Industries of Northwest Nc 403(b) Plan reported net income fell from -$150K in the plan year 2023 filing to -$955K in the plan year 2024 filing.
- Goodwill Industries of Northwest Nc 403(b) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 560588474 · Goodwill Industries of Northwest North Carolina, Inc PY 2024 · Other
Goodwill Industries of Northwest Nc 403(b) Plan · $2M · 1,084 · 29th
- BOOK $2M
- VS-ST 1,084
- BOY 29th
- SCH Other
- EBSA near 403(b) Thrift Plan for Kansas Big Brothers Big Sisters Inc
- PART ind #4123
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 North Carolina →
Goodwill Industries of Northwest Nc 403(b) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$955K |
| Employer EIN | 560588474 |
| Plan Effective Date | 2016-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of Northwest North Carolina, Inc)
Sponsor-wide plan assets over time
All Goodwill Industries of Northwest North Carolina, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 21.364938721544128% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,565 | $20M |
| 2023 | 2 | 2,154 | $23M |
| 2024 | 2 | 1,747 | $25M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Goodwill Industries of Northwest Nc 403(b) Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is 403(b) Thrift Plan for Kansas Big Brothers Big Sisters Inc in KS ($2M); by covered participants it is Mental Health Center of Denver Retirement Plan in CO (1,084 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,084 participants); asset peers above are excluded.
- Mental Health Center of Denver Retirement Plan (CO) 1,084 · 0 off
- Depaul Group, Inc. 403(b) Plan (NY) 1,085 · 1 off
- North Country Healthcare Retirement Plan (NH) 1,085 · 1 off
- Anna Jaques 403(b) Retirement Plan (MA) 1,082 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.