Goodwill-southwest Florida 401(k) Plan: Login, Facts & Contact Information

Goodwill-southwest Florida 401(k) Plan Facts

Plan name
403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA, INC.
Plan type
401(k)
Plan sponsor
GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA
Participants
1,691 (1,105 active employees)
Former employees with a balance
552
Plan assets
$5,461,594 at Dec 31, 2024
Average account balance
$3,989 across 1,369 accounts
Recordkeeper
Mutual Of America Sec. Corp Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1989
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $603,709 went into the plan in contributions.
  • $549,497 was paid out to participants.
  • Investment and other income added $562,339.
  • Administrative expenses were $31,051, about $23 per account.

How the Goodwill-southwest Florida 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019511$3.71 million$0$551,882
2020496$3.98 million$0$216,019
2021465$4.51 million$-1,726$272,934
2022868$4.21 million$0$222,578
20231,205$4.88 million$0$412,298
20241,691$5.46 million$0$549,497

Goodwill-southwest Florida 401(k) Contact Information

Phone
239-995-2106
Mailing address
5100 TICE ST, FORT MYERS FL 339055203
Plan sponsor
GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA
Employer identification number (EIN)
59-6196141
Plan number
001

Questions about the Goodwill-southwest Florida 401(k)

Does Goodwill-southwest Florida contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Goodwill-southwest Florida 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Goodwill-southwest Florida 401(k) plan?

1,691 participants at the start of plan year 2024, 1,105 of them active employees, and 552 former employees who still had money in the plan.

What is the average 401(k) balance at Goodwill-southwest Florida?

About $3,989 per account: $5.46 million in plan assets across 1,369 accounts with a balance at the end of plan year 2024.

Who manages the Goodwill-southwest Florida 401(k) accounts?

Mutual of America (listed on the filing as MUTUAL OF AMERICA SEC. CORP LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Goodwill-southwest Florida. How do I access my 401(k)?

Your account stays with Mutual of America after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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