Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of Orange County, California403(b)

403B THRIFT PLAN FOR GOODWILL INDUSTRIES OF ORANGE COUNTY, CA · SANTA ANA, CA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Goodwill Industries of Orange County, California reported $150,644 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $438 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 0.31% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 2,571st-largest of 9,483 plans among California employers on file, and the 985th of 5,215 in retail trade. In 2024, employees put in $2.35 for every $1.00 the employer contributed; active participation has grown from 1,297 to 1,574 since 2022.

Plan summary
Net assets, end of year$31,647,905
Participants with balances829
Active participants1,574
Employer contributions$688,895
Employee contributions$1,621,009
Employer contribution per active participant$438
Average account balance$38,176
Benefits paid to participants$2,356,859
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.6M · 829 accts · $689K emplr
2023$28.1M · 960 accts · $661K emplr
2022$23.8M · 928 accts · $575K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,572
Investment management$45,072
Total administrative$150,644
Employer contributions to the Goodwill Industries of Orange County, California plan · 2024
Employer contribution per active participant$438
Median for plans this size$2,416
2024$438 per active participant
2023$414 per active participant
2022$443 per active participant

Goodwill Industries of Orange County, California's 2024 employer contribution ran below the $2,416 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$103,997
MUTUAL OF AMERICA · Claims processing · Recordkeeping$1,575
BEACON POINTE ADVISORS LLC · Consulting · Insurance services$45,072
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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, Transamerica
2023Mutual of America, Transamerica

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

Administrative cost history3
2024$150,644 · 0.50%
2023$122,984 · 0.47%
2022$79,188 · 0.31%
Same employer
Similar plansRetail Trade · California
Bentley Mills, Inc. CA$32.9M · 0.61%
Htc America, Inc. CA$32.4M · 0.10%
La Mesa Rv Center, Inc. CA$31.8M · 0.82%
Dick Browning, Inc. CA$31.0M · 0.48%
Criticalpoint Partners, LLC CA$30.1M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951644018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.