Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of Fort Worth Inc.401(k)

GOODWILL INDUSTRIES OF FORT WORTH 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Goodwill Industries of Fort Worth Inc. reported $16,491 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,769 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 0.14% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,224th of 5,688), and 2,841st of 5,215 in retail trade. In 2024, the employer put in $1.31 for every $1.00 employees contributed themselves; active participation has grown from 300 to 381 since 2022.

Plan summary
Net assets, end of year$8,982,206
Participants with balances469
Active participants381
Employer contributions$674,004
Employee contributions$516,245
Employer contribution per active participant$1,769
Average account balance$19,152
Benefits paid to participants$1,743,386
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 469 accts · $674K emplr
2023$8.6M · 367 accts · $563K emplr
2022$7.0M · 375 accts · $547K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,005
Investment management$4,486
Total administrative$16,491
The Goodwill Industries of Fort Worth Inc. 401(k) match · 2024
Employer contribution per active participant$1,769
Median for plans this size$1,313
2024$1,769 per active participant
2023$1,533 per active participant
2022$1,824 per active participant

Goodwill Industries of Fort Worth Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$4,486

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

Administrative cost history3
2024$16,491 · 0.19%
2023$19,799 · 0.25%
2022$10,243 · 0.14%
Same employer
Similar plansRetail Trade · Texas
Hull Supply Company, Inc TX$9.3M · 0.04%
McCraw Oil/Kwik Chek TX$9.1M · 0.59%
Retail Concepts, Inc. TX$8.8M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750868393 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.