How big is Goodwill of the San Francisco Bay's plan?

Goodwill of the San Francisco Bay's plan reported $3.3M in assets and 54 participants for 2024.

Original filing (PDF)20250603085146NAL0018176160001

Goodwill of the San Francisco Bay

Name: Goodwill of the San Francisco Bay — Goodwill 403(b), Form 5500 (2024)
Creator: Goodwill of the San Francisco Bay
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goodwill 403(b) Plan

403(b) retirement plan · Goodwill of the San Francisco Bay's Goodwill 403(b) Plan held $3.3M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

MONA Stone signed Goodwill of the San Francisco Bay's 2024 Form 5500 as plan administrator.

MONA Stone — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Goodwill of the San Francisco Bay's EIN is 94-1156540.

EIN 94-1156540

Plan number 001

Plan year 2024

ACK ID 20250603085146NAL0018176160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Goodwill of the San Francisco Bay from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Goodwill of the San Francisco Bay's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOODWILL OF THE SAN FRANCISCO BAY.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

GOODWILL OF THE SAN FRANCISCO BAY

EIN

all filings

Address

750 POST STREET · SAN FRANCISCO, CA · 94109

Phone

(415) 575-2100

Industry

Health Care & Social Assistance

Plan administrator