401(k)
2024 plan-year 401(k) DOL Form 5500

Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Goodwill Industries of Hawaii, Inc. · Hawaii · Healthcare & Social Assistance

What the 2023 filing shows

Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust holds $1M for 31 participants — about $45,851 per participant, up 12.1% over the 2024 plan year.

$1M
total plan assets (2024 EOY)
31
covered participants
$45,851
avg assets per participant
+12.1%
assets growth YoY
Total Assets (2023)
$1M
Participants
31
State
Industry
Healthcare & Social Assistance

What the Filing Says About Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust

Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust is a 401(k) retirement plan sponsored by Goodwill Industries of Hawaii, Inc., headquartered in Hawaii. As of the 2024 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 31 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 996001264, and the plan has been effective since 2000-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2024 to $1M at year-end — a gain of 12.1%. Net assets (after liabilities) closed the year at $1M, with reported net income of $153K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1M
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$153K
Plan Type401(k)
Employer EIN996001264
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill Industries of Hawaii, Inc.)

Year Plans Participants Total Assets
2022 2 341 $6M
2023 2 417 $7M
2024 2 413 $8M

Nearby 401(k) Plans in Hawaii

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Frequently Asked Questions

How much money is in the Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust?
As of the 2024 Form 5500 filing, Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust holds $1M in total assets with 31 participants. It is sponsored by Goodwill Industries of Hawaii, Inc..
What type of plan is Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust?
Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust is a 401(k) plan. It has been effective since 2000-08-01. The plan is filed with the U.S. Department of Labor under EIN 996001264.
Who sponsors the Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust?
Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust is sponsored by Goodwill Industries of Hawaii, Inc., located in Hawaii. The sponsor's EIN is 996001264 and the plan operates in the Healthcare & Social Assistance industry.
How did Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust perform in 2024?
Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust grew by 12.1% during 2024, moving from $1M to $1M in total assets. Net income was $153K.
Where can I find official filings for Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust?
Official Form 5500 filings for Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 996001264 or plan name at efast.dol.gov.
How does Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust compare to other plans?
You can compare Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust against other 401(k) plans on the plan type page, or view plans in Hawaii on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 996001264.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.