Southern Oregon Goodwill Industries Inc403(b)
SOUTHERN OREGON GOODWILL, INC. 403(B) PLAN · MEDFORD, OR · plan year 2025
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Southern Oregon Goodwill Industries Inc reported $1,050 in plan administrative expenses for 2025: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $519 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 3 years on file its reported administrative ratio rose from 0.031% to 0.033%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (837th of 1,021), and 4,238th of 5,215 in retail trade. In 2025, employees put in $1.85 for every $1.00 the employer contributed.
Southern Oregon Goodwill Industries Inc's 2025 employer contribution ran below the $1,464 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 930564141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.