Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of South Central Ohio403(b)

GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403B PLAN · CHILLICOTHE, OH · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Goodwill Industries of South Central Ohio reported $3,385 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. Employer contributions averaged $351 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 0.22% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (3,117th of 3,295), and 10,655th of 11,911 in health care & social assistance. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 218 to 274 since 2022.

Plan summary
Net assets, end of year$1,284,795
Participants with balances126
Active participants274
Employer contributions$96,222
Employee contributions$131,083
Employer contribution per active participant$351
Average account balance$10,197
Benefits paid to participants$96,939
Plan auditUnmodified (clean) audit opinion
AuditorWHALEN & COMPANY, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$1.3M · 126 accts · $96K emplr
2023$1.0M · 111 accts · $64K emplr
2022$809K · 128 accts · $56K emplr
Employer contributions to the Goodwill Industries of South Central Ohio plan · 2024
Employer contribution per active participant$351
Median for plans this size$1,313
2024$351 per active participant
2023$264 per active participant
2022$256 per active participant

Goodwill Industries of South Central Ohio'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.

Administrative cost history3
2024$3,385 · 0.30%
2023$2,380 · 0.26%
2022$1,808 · 0.22%
Similar plansHealth Care & Social Assistance · Ohio
Balanced Family Academy OH$1.3M · 0.78%
Havens of Ohio, LLC OH$1.3M · 1.14%
Patriot Homecare, Inc. OH$1.2M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 310917970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.