Other · DOL Form 5500 · 2024

Goodwill of North Georgia, Inc Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
3,396
Participants Above avg headcount
76th
Percentile by assets National rank
$8,216
Avg per participant Low balance/head
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Official DOL plan name: Goodwill of North Georgia, Inc Tax Deferred Annuity Plan · Sponsored by Goodwill of North Georgia, Inc · Georgia · Healthcare & Social Assistance

$28M in assets, 3,396 participants

Goodwill of North Georgia, Inc's Goodwill of North Georgia, Inc Tax Deferred Annuity Plan reported $28M in total assets and 3,396 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,502 in Healthcare & Social Assistance (16,916 peers)

Coverage in Georgia

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan covers 3,396 participants in Georgia, 3.1x the typical Georgia plan (state average ~1,096 per filing). Assets: $28M.

#13,502
in Healthcare & Social Assistance (16,916 peers)
+14.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan's outsized position by total assets

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$27,901,307 Top 24% higher than 76% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Goodwill of North Georgia, Inc Tax Deferred Annuity 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 of North Georgia, Inc Tax Deferred Annuity Plan lands in the large band (3,396 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goodwill of North Georgia, Inc Tax Deferred Annuity Plan end-of-year assets rose from $24M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Goodwill of North Georgia, Inc Tax Deferred Annuity Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Goodwill of North Georgia, Inc Tax Deferred Annuity Plan reported participants rose from 3,083 in the plan year 2023 filing to 3,396 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 208351046 · Goodwill of North Georgia, Inc PY 2024 · Other

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan · $28M · 3,396 · 76th

  • BOOK $28M
  • BOOK 3,396
  • BOOK 76th
  • BOOK Other
  • BOOK near Amon Carter Museum of Western Art Retirement Plan
  • BOOK ind #13502

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan in the asset neighbourhood

Woodbury University 403(b) Retirement Plan for EmployeesWoodbury University 403(b) R…$28MAmon Carter Museum of Western Art Retirement PlanAmon Carter Museum of Wester…$28MGoodwill of North Georgia, Inc Tax Deferred Annuity PlanGoodwill of North Georgia, I…$28MMayfield Junior School of the Holy Child Jesus Defined Contribution Retirement PlanMayfield Junior School of th…$28MCenter for Elders' Independence 403(b) PlanCenter for Elders' Independe…$28M
End-of-year total assets ($M) among Goodwill of North Georgia, Inc Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN208351046
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill of North Georgia, Inc)

Sponsor-wide plan assets over time

All Goodwill of North Georgia, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$28M 30.89813683909976% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.9M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 3,110 $21M
2023 1 3,083 $24M
2024 1 3,396 $28M

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -10123 Total assets ($B) Participants Goodwill of North Georgia, Inc Tax Deferred Annuity Plan, Total assets ($B): 0.027901307 · Participants: 3396Goodwill of North Georgia, Inc Tax Deferred Annuity PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.836667773 · Participants: 26097Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.787569453 · Participants: 29253Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.468164444 · Participants: 13143Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.752393828 · Participants: 4682IBEW Local 613 Defined Contribution Pension PlanNavicent Health 403(b) Retirement Savings Plan, Total assets ($B): 0.574965566 · Participants: 6344Navicent Health 403(b) Retirement Savings Plan
Goodwill of North Georgia, Inc Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Goodwill of North Georgia, Inc Tax Deferred Annuity Plan side-by-side with 3 peers →

Goodwill of North Georgia, Inc Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Amon Carter Museum of Western Art Retirement Plan in TX ($28M); by covered participants it is Frederick Health 403(b) Plan in MD (3,396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,396 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Goodwill of North Georgia, Inc Tax Deferred Annuity Plan assets move in 2024? ▼
Goodwill of North Georgia, Inc Tax Deferred Annuity Plan grew at a solid clip - up 14.3% during 2024, from $24M to $28M. Reported net income was $3M.
How have Goodwill of North Georgia, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goodwill of North Georgia, Inc's sponsor-wide assets grew 30.9%, from $21M to $28M.
Where does Goodwill of North Georgia, Inc Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Goodwill of North Georgia, Inc Tax Deferred Annuity Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Goodwill of North Georgia, Inc Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Amon Carter Museum of Western Art Retirement Plan in TX ($28M, 101 participants).
Which Other plans cover a similar participant headcount to Goodwill of North Georgia, Inc Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Frederick Health 403(b) Plan in MD (3,396 participants, $321M in assets).

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 208351046.

Read our methodology - how this data is sourced, computed, and verified.

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