Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of San AntonioDC plan

GOODWILL OF SAN ANTONIO RETIREMENT SAVINGS PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
1.07%

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

Goodwill Industries of San Antonio reported $280,491 in plan administrative expenses for 2024: 1.07% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,124 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 0.87% to 1.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,622nd-largest of 5,688 plans among Texas employers on file, and the 2,920th of 11,911 in health care & social assistance. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has grown from 1,661 to 1,873 since 2022.

Plan summary
Net assets, end of year$27,883,266
Participants with balances2,134
Active participants1,873
Employer contributions$2,104,722
Employee contributions$3,310,900
Employer contribution per active participant$1,124
Average account balance$13,066
Benefits paid to participants$3,810,584
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.9M · 2,134 accts · $2.1M emplr
2023$24.8M · 2,438 accts · $1.8M emplr
2022$20.6M · 3,285 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$252,429
Audit (IQPA)$7,735
Trustee / custodial$20,327
Total administrative$280,491
Employer contributions to the Goodwill Industries of San Antonio plan · 2024
Employer contribution per active participant$1,124
Median for plans this size$2,416
2024$1,124 per active participant
2023$941 per active participant
2022$959 per active participant

Goodwill Industries of San Antonio'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 · 20243
ALLIANCE BENEFIT GROUP · Recordkeeping · Consulting$252,429
MATRIX TRUST COMPANY · Custodial · Recordkeeping$20,327
BAKER TILLY, US, LLP · Accounting / audit$7,735

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

Recordkeeper by year2
2024ALLIANCE BENEFIT GROUP, MATRIX TRUST COMPANY
2023ALLIANCE BENEFIT GROUP, MATRIX TRUST COMPANY

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

Administrative cost history3
2024$280,491 · 1.07%
2023$275,939 · 1.22%
2022$185,542 · 0.87%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Lone Star Circle of Care TX$29.4M · 0.81%
Depelchin Children's Center TX$27.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741238444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.