Other · DOL Form 5500 · 2024
Goodwill Industries of S New Jersey and Philadelphia Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 992
- Participants Near avg headcount
- 33rd
- Percentile by assets National rank
- $2,700
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan · Sponsored by Goodwill Industries of S New Jersey and Philadelphia · New Jersey · Finance & Insurance
$3M in assets, 992 participants
Goodwill Industries of S New Jersey and Philadelphia's Tax Deferred Annuity Plan reported $3M in total assets and 992 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #1,805 in Finance & Insurance (8,549 peers)
Goodwill Industries of S New Jersey and Philadelphia multi-year trail
Goodwill Industries of S New Jersey and Philadelphia's plans moved +57.8% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan at $3M / 992 participants.
- #1,805
- in Finance & Insurance (8,549 peers)
- +25.6%
- assets growth YoY
Tax Deferred Annuity Plan among the smaller filed plans by assets
Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,678,029 33rd percentile higher than 33% 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
Tax Deferred Annuity 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. Tax Deferred Annuity Plan sits mid-pack in the medium band (992 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tax Deferred Annuity Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Tax Deferred Annuity Plan reported net income rose from $435K in the plan year 2023 filing to $546K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 210681239 · Goodwill Industries of S New Jersey and Philadelphia PY 2024 · Other
Tax Deferred Annuity Plan · $3M · 992 · 33rd
- PHOTO $3M
- PHOTO 992
- PHOTO 33rd
- PHOTO Other
- PHOTO near Cloverwood Senior Living Inc. 403(b) Plan
- PHOTO ind #1805
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Tax Deferred Annuity Plan in the asset neighbourhood
Goodwill Industries of S New Jersey and Philadelphia multi-year asset trail
Sponsor-wide plan assets over time
All Goodwill Industries of S New Jersey and Philadelphia plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 57.75243503385632% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 893 | $2M |
| 2023 | 1 | 994 | $2M |
| 2024 | 1 | 992 | $3M |
Goodwill Industries of S New Jersey and Philadelphia filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $546K |
| Employer EIN | 210681239 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Cloverwood Senior Living Inc. 403(b) Plan in NY ($3M); by covered participants it is Avance, Inc. 403(b) Plan in TX (994 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (992 participants); asset peers above are excluded.
- Avance, Inc. 403(b) Plan (TX) 994 · 2 off
- Service Coordination, Inc. Tax Deferred Savings Plan (MD) 990 · 2 off
- High Point University Retirement Plan (NC) 987 · 5 off
- Dickinson College Tax Deferred Annuity Plan (PA) 987 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.