Plan Ledger DOL Form 5500 · updated monthly

Goodwill Keystone Area401(k)

EMPLOYEE BENEFIT PLAN OF GOODWILL KEYSTONE AREA · HARRISBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Goodwill Keystone Area reported $14,691 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $268 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 0.08% to 0.09%. 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 1,768th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,312th of 11,911 in health care & social assistance. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 1,272 to 1,684 since 2022.

Plan summary
Net assets, end of year$15,975,909
Participants with balances1,031
Active participants1,684
Employer contributions$451,883
Employee contributions$717,439
Employer contribution per active participant$268
Average account balance$15,496
Benefits paid to participants$2,753,241
Plan auditUnmodified (clean) audit opinion
AuditorBROWN PLUS
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 1,031 accts · $452K emplr
2023$15.5M · 1,586 accts · $404K emplr
2022$13.7M · 1,602 accts · $411K emplr
The Goodwill Keystone Area 401(k) match · 2024
Employer contribution per active participant$268
Median for plans this size$2,416
2024$268 per active participant
2023$280 per active participant
2022$323 per active participant

Goodwill Keystone Area'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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$19,666

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
2023Mutual of America

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

Administrative cost history3
2024$14,691 · 0.09%
2023$5,623 · 0.04%
2022$12,236 · 0.08%
All plans at this employer2
EMPLOYEE BENEFIT PLAN OF GOODWILL KEYSTONE AREA401(k)
TAX DEFERRED ANNUITY PLAN OF GOODWILL KEYSTONE AREADefined-contribution plan
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Laurel Eye Clinic Group PA$16.1M · 0.44%
Titusville Area Hospital PA$16.0M · 0.12%
Upmc Altoona PA$15.7M · 0.46%
Lehigh Valley Imaging, LLC PA$15.6M · 0.51%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231365338 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.