Plan Ledger DOL Form 5500 · updated monthly

Abilene Goodwill Industries, Inc.401(k)

GOODWILL WEST TEXAS 401(K) PLAN · ABILENE, TX · plan year 2022

Reported admin expense ratio · 2022
0.19%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Abilene Goodwill Industries, Inc. reported $876 in plan administrative expenses for 2022: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $64 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (5,479th of 5,688), and 5,075th of 5,215 in retail trade. In 2022, employees put in $2.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$436,961
Participants with balances35
Active participants328
Employer contributions$21,139
Employee contributions$61,967
Employer contribution per active participant$64
Average account balance$12,485
Benefits paid to participants$66,921
Plan auditUnmodified (clean) audit opinion
AuditorCONDLEY AND COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$876
Total administrative$876
The Abilene Goodwill Industries, Inc. 401(k) match · 2022
Employer contribution per active participant$64
Median for plans this size$331

Abilene Goodwill Industries, Inc.'s 2022 employer contribution ran below the $331 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$876 · 0.19%
Same employer
Similar plansRetail Trade · Texas
Ledge Lounger, Inc. TX$624K · 2.79%
Northwest Petroleum, LP TX$556K · 1.25%
Mr. Cartender, Inc. TX$528K · 0.72%
J P & a Holdings LLC TX$400K · 0.95%
Weby Corp TX$330K · 1.10%
B8TA, Inc. TX$22 · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751867441 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.