Other · DOL Form 5500 · 2024
Goodwill Industries of the Hea Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 1,010
- Participants Near avg headcount
- 76th
- Percentile by assets National rank
- $28,162
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland · Sponsored by Goodwill Industries of the Hea · Iowa · Other Services
$28M in assets, 1,010 participants
Goodwill Industries of the Hea's 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland reported $28M in total assets and 1,010 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.
- #6,787 in Other Services (7,719 peers)
Where 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland sits by assets
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland sits in the top quartile of all filed plans by assets, $28M for 1,010 participants (~$28,162/participant), up 9.1% in 2024.
- #6,787
- in Other Services (7,719 peers)
- +9.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland's outsized position by total assets
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,443,170 Top 24% higher than 76% 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
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland'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. 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland lands in the large band (1,010 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland reported participants rose from 948 in the plan year 2023 filing to 1,010 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 420923563 · Goodwill Industries of the Hea PY 2024 · Other
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland · $28M · 1,010 · 76th
- PART $28M
- TYPE 1,010
- NET 76th
- BOOK Other
- VS-ST near Lutheran Social Services Tax Deferred Annuity Plan
- BOY ind #6787
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 Iowa →
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $2M |
| Employer EIN | 420923563 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of the Hea)
Sponsor-wide plan assets over time
All Goodwill Industries of the Hea plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 28.263280556741293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 848 | $22M |
| 2023 | 1 | 948 | $26M |
| 2024 | 1 | 1,010 | $28M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $621M · 2,554
- Act, Inc. Defined Contribution Retirement Plan $393M · 913
- Grinnell College Employees Retirement Savings Plan $374M · 841
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $297M · 1,285
- St. Ambrose University Defined Contribution Plan $123M · 698
403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Lutheran Social Services Tax Deferred Annuity Plan in WI ($28M); by covered participants it is Pressley Ridge Retirement Plan in PA (1,010 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,010 participants); asset peers above are excluded.
- Pressley Ridge Retirement Plan (PA) 1,010 · 0 off
- Emerson College Tax Deferred Annuity Plan (MA) 1,011 · 1 off
- Houston Grand Opera, Inc. 403(b) Plan (TX) 1,011 · 1 off
- Friendship Public Charter School 403(b) Plan (DC) 1,012 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.