Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of San Joaquin Valley, Inc.401(k)

GOODWILL INDUSTRIES OF SAN JOAQUIN VALLEY, INC. 401(K) RETIREMENT PLAN · STOCKTON, CA · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Goodwill Industries of San Joaquin Valley, Inc. reported $1,310 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $330 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,834th of 9,483), and 9,245th of 11,911 in health care & social assistance. In 2022, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,023,314
Participants with balances62
Active participants226
Employer contributions$74,490
Employee contributions$119,887
Employer contribution per active participant$330
Average account balance$48,763
Benefits paid to participants$172,927
Plan auditUnmodified (clean) audit opinion
AuditorBOWMAN & CO., LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,310
Total administrative$1,310
The Goodwill Industries of San Joaquin Valley, Inc. 401(k) match · 2022
Employer contribution per active participant$330
Median for plans this size$1,114

Goodwill Industries of San Joaquin Valley, Inc.'s 2022 employer contribution ran below the $1,114 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$1,310 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · California
Prototypes CA$3.0M
Shelter, Inc. CA$3.0M · 1.11%
Starvista CA$3.0M · 0.02%
Madison Creek Partners CA$3.0M · 2.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941366601 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.