Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of East TeDC plan

403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF EAST TEXAS, INC. · TYLER, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Goodwill Industries of East Te reported $2,610 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $577 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.

Across the 2 years on file its reported administrative ratio rose from 0.11% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (4,916th of 5,688), and 2,858th of 3,341 in other services. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has shrunk from 150 to 125 since 2022.

Plan summary
Net assets, end of year$2,012,694
Participants with balances251
Active participants125
Employer contributions$72,133
Employee contributions$200,112
Employer contribution per active participant$577
Average account balance$8,019
Benefits paid to participants$191,959
Plan auditUnmodified (clean) audit opinion
AuditorGOLLOB MORGAN PEDDY PC
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 251 accts · $72K emplr
2023$1.8M · 293 accts · $64K emplr
2022$1.5M · 300 accts · $60K emplr
Employer contributions to the Goodwill Industries of East Te plan · 2024
Employer contribution per active participant$577
Median for plans this size$1,313
2024$577 per active participant
2023$478 per active participant
2022$402 per active participant

Goodwill Industries of East Te's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$4,136

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,610 · 0.14%
2023$1,676 · 0.10%
2022$1,586 · 0.11%
Same employer
Similar plansOther Services · Texas
K&R Operating LLC TX$2.4M · 1.26%
Operation Kindness TX$2.1M · 0.15%
The Center for Pursuit TX$2.1M · 0.00%
Jobs Holdings, Inc. TX$1.9M · 0.12%
Jack Boles Services, Inc. TX$1.8M · 0.05%
Glenn Polk Fm, Inc. TX$1.7M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751478918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.