Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of the Columbia WillametteProfit-sharing plan

GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Goodwill Industries of the Columbia Willamette reported $24,472 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,129 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 fell from 0.04% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 122nd-largest of 1,021 plans among Oregon employers on file, and the 245th of 3,341 in other services. active participation has grown from 1,524 to 1,818 since 2022.

Plan summary
Net assets, end of year$81,088,360
Participants with balances2,202
Active participants1,818
Employer contributions$5,688,180
Employee contributions—
Employer contribution per active participant$3,129
Average account balance$36,825
Benefits paid to participants$6,049,352
Plan auditUnmodified (clean) audit opinion
AuditorJARRARD, SEIBERT, POLLARD
Plan history3
Yearassets · accounts · employer contribution
2024$81.1M · 2,202 accts · $5.7M emplr
2023$72.9M · 2,050 accts · $5.1M emplr
2022$61.3M · 1,925 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,472
Total administrative$24,472
Employer contributions to the Goodwill Industries of the Columbia Willamette plan · 2024
Employer contribution per active participant$3,129
Median for plans this size$3,635
2024$3,129 per active participant
2023$3,022 per active participant
2022$3,033 per active participant

Goodwill Industries of the Columbia Willamette's 2024 employer contribution ran below the $3,635 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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$143,117

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$24,472 · 0.03%
2023$21,472 · 0.03%
2022$29,674 · 0.04%
Same employer
Similar plansOther Services · Oregon
City Year, Inc. MA$82.1M · 0.17%
Cashman Equipment Company NV$81.6M · 0.04%
Opus Inspection, Inc. CT$80.5M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930386840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.