Other · DOL Form 5500 · 2024
Morgan Memorial Goodwill Industries, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 470
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $19,512
- Avg per participant Low balance/head
Official DOL plan name: Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan · Sponsored by Morgan Memorial Goodwill Industries, Inc. · Massachusetts · Healthcare & Social Assistance
$9M in assets, 470 participants
Morgan Memorial Goodwill Industries, Inc.'s Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan reported $9M in total assets and 470 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #10,012 in Healthcare & Social Assistance (16,916 peers)
Morgan Memorial Goodwill Industries, Inc. multi-year trail
Morgan Memorial Goodwill Industries, Inc.'s plans moved +28.5% in assets from 2022 to 2024; this filing shows Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan at $9M / 470 participants.
- #10,012
- in Healthcare & Social Assistance (16,916 peers)
- +11.4%
- assets growth YoY
Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,170,421 Top 46% higher than 54% 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
Morgan Memorial Goodwill Industries Inc 403 (B) Retirement 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. Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan sits mid-pack in the medium band (470 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $941K in the plan year 2024 filing.
- Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan reported participants fell from 490 in the plan year 2023 filing to 470 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042106765 · Morgan Memorial Goodwill Industries, Inc. PY 2024 · Other
Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan · $9M · 470 · 54th
- VS-ST $9M
- VS-ST 470
- VS-ST 54th
- VS-ST Other
- VS-ST near White Horse Village Inc. 403(b) Pension Plan
- VS-ST ind #10012
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 Massachusetts →
Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan in the asset neighbourhood
Morgan Memorial Goodwill Industries, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Morgan Memorial Goodwill Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 28.514809775982485% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 452 | $7M |
| 2023 | 1 | 490 | $8M |
| 2024 | 1 | 470 | $9M |
Morgan Memorial Goodwill Industries, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $941K |
| Employer EIN | 042106765 |
| Plan Effective Date | 2000-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is White Horse Village Inc. 403(b) Pension Plan in PA ($9M); by covered participants it is Ehs, Inc 403(b) Plan in NY (470 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (470 participants); asset peers above are excluded.
- Ehs, Inc 403(b) Plan (NY) 470 · 0 off
- Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association (ME) 470 · 0 off
- Provail 403(b) Tax Deferred Annuity Plan (WA) 470 · 0 off
- Purdue Research Foundation Defined Contribution Retirement Plan (IN) 471 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.