Plan Ledger DOL Form 5500 · updated monthly

Ohio Valley Goodwill Industries Rehabilitation Center, Inc.403(b)

OHIO VALLEY GOODWILL INDUSTRIES REHABILITATION CENTER, INC. 403(B) TAX SHELTERED ANNUITY PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Ohio Valley Goodwill Industries Rehabilitation Center, Inc. reported $26,968 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $481 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 0.56% to 0.28%. 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 (2,016th of 3,295), and the 5,803rd of 11,911 in health care & social assistance. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 644 to 777 since 2022.

Plan summary
Net assets, end of year$9,692,502
Participants with balances357
Active participants777
Employer contributions$373,700
Employee contributions$577,432
Employer contribution per active participant$481
Average account balance$27,150
Benefits paid to participants$2,095,298
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 357 accts · $374K emplr
2023$9.7M · 468 accts · $347K emplr
2022$8.4M · 337 accts · $326K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,680
Investment management$5,288
Total administrative$26,968
The Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 401(k) match · 2024
Employer contribution per active participant$481
Median for plans this size$1,313
2024$481 per active participant
2023$537 per active participant
2022$506 per active participant

Ohio Valley Goodwill Industries Rehabilitation Center, Inc.'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.

Service providers · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$5,288

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

Administrative cost history3
2024$26,968 · 0.28%
2023$45,187 · 0.50%
2022$51,648 · 0.56%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Eastway Corporation OH$9.9M · 0.70%
Carvaka, LLC OH$9.8M · 0.89%
Memorial Medical Group OH$9.5M · 0.01%
Life Connection of Ohio OH$9.4M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310554062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.