Goodwill Industries of Southeastern Wisconsin retirement plans

Goodwill Industries of Southeastern Wisconsin, Inc., Milwaukee, WI. EIN 39-0808491. Annual reports 2009–2024. Also filed as Goodwill Industries of Se Wi, Inc.

Goodwill Industries of Southeastern Wisconsin, Inc. has 2 active retirement plans on file. The largest is the Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan, with 6,796 participants and $29.9 million in assets in 2024. Transamerica has been its recordkeeper since 2012. No traditional pension plan appears in Goodwill Industries of Southeastern Wisconsin's filings since 2009.

Active plans: 2
Participants: 9,657
Plan assets: $85.3 million
401(k) recordkeeper: Transamerica
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 39-0808491
Participants (2024): 6,796
Net assets (2024): $29.9 million
Recordkeeper: TransamericaEarlier: Axa Equitable Life Insurance (2010–2011)
Plan administrator: Goodwill Industries of Southeastern Wisconsin, Inc.
6055 N 91ST Street
Milwaukee, WI 53225
(414) 847-4200As filed for 2024
In effect since: January 1, 1984

Earlier plan names: Goodwill Industries of Southeastern Wisconsin, Inc 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,796	$29.9 million	Transamerica
2023	10,843	$26.2 million	Transamerica
2022	10,146	$21.9 million	Transamerica
2021	6,628	$24.6 million	Transamerica
2020	8,477	$24.1 million	Transamerica
2019	6,274	$22.0 million	Transamerica
2018	6,665	$17.5 million	Transamerica
2017	5,724	$18.5 million	Transamerica
2016	5,405	$15.3 million	Transamerica
2015	5,409	$13.4 million	Transamerica
2014	5,180	$12.6 million	Transamerica
2013	5,052	$11.5 million	Transamerica
2012	4,907	$9.1 million	Transamerica
2011	346	$7.3 million	Axa Equitable Life Insurance
2010	319	$6.7 million	Axa Equitable Life Insurance
2009	3,377	$5.7 million	not listed

Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 39-0808491
Participants (2024): 2,861
Net assets (2024): $55.4 million
Recordkeeper: TransamericaEarlier: Prudential (2011)
Plan administrator: Goodwill Industries of Southeastern Wisconsin, Inc.
6055 N 91ST Street
Milwaukee, WI 53225
(414) 847-4200As filed for 2024
In effect since: January 1, 1983

Earlier sponsor: Goodwill Industries of Se Wi, Inc. (2009–2011).

Earlier plan names: Goodwill Industries of Se Wi, Inc. Employee Money Accumulation Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,861	$55.4 million	Transamerica
2023	2,594	$49.4 million	Transamerica
2022	2,415	$42.7 million	Transamerica
2021	2,374	$50.4 million	Transamerica
2020	2,363	$45.8 million	Transamerica
2019	2,530	$44.6 million	Transamerica
2018	2,765	$36.2 million	Transamerica
2017	3,169	$39.8 million	Transamerica
2016	2,884	$32.9 million	Transamerica
2015	2,541	$30.1 million	Transamerica
2014	2,203	$29.3 million	Transamerica
2013	2,229	$27.3 million	Transamerica
2012	1,878	$23.0 million	Transamerica
2011	1,792	$19.6 million	Prudential
2010	1,556	$18.5 million	not listed
2009	1,407	$16.4 million	not listed

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((414) 847-4200). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan

Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan

If you had money in one of these plans

What these numbers are

Other health care employers in WI