Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan

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

Sponsored by Goodwill of Western & Northern Connecticut, Inc. · Connecticut · Retail Trade

What the 2023 filing shows

Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan holds $3M for 878 participants — about $3,169 per participant, up 6.9% over the 2024 plan year.

$3M
total plan assets (2024 EOY)
878
covered participants
$3,169
avg assets per participant
+6.9%
assets growth YoY
Total Assets (2023)
$3M
Participants
878
State
Industry
Retail Trade

What the Filing Says About Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan

Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan is a Profit Sharing retirement plan sponsored by Goodwill of Western & Northern Connecticut, Inc., headquartered in Connecticut. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 878 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 060662111, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $3M at year-end — a gain of 6.9%. Net assets (after liabilities) closed the year at $3M, with reported net income of $180K 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.

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)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$180K
Plan TypeProfit Sharing
Employer EIN060662111
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan?
As of the 2024 Form 5500 filing, Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan holds $3M in total assets with 878 participants. It is sponsored by Goodwill of Western & Northern Connecticut, Inc..
What type of plan is Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan?
Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan is a Profit Sharing plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 060662111.
Who sponsors the Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan?
Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan is sponsored by Goodwill of Western & Northern Connecticut, Inc., located in Connecticut. The sponsor's EIN is 060662111 and the plan operates in the Retail Trade industry.
How did Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan perform in 2024?
Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan grew by 6.9% during 2024, moving from $3M to $3M in total assets. Net income was $180K.
Where can I find official filings for Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan?
Official Form 5500 filings for Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 060662111 or plan name at efast.dol.gov.
How does Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan compare to other plans?
You can compare Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 060662111.

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.