Goodwill Industries of North Central Wisconsin 403(b) match, vesting and fees
What Goodwill Industries of North Central Wisconsin's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Associated Trust Company, N.A. | Schedule C ↗ |
| Independent auditor | Wipfli LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 87 defined-contribution plans in other services with 500 to 999 participants.
| Goodwill Industries of North Central Wisconsin: employer contribution per participant | $1,121 | |
| Peer median | $1,829 |
| Goodwill Industries of North Central Wisconsin: average balance | $42,285 | |
| Peer median | $71,847 |
| Goodwill Industries of North Central Wisconsin: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $23M at the end of plan year 2021 to $27.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,391 | $27.1M | $720K | $1,121 | 0.45% | Not published | Form 5500 ↗ |
| 2024 | 1,562 | $25.2M | $822K | $1,107 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 1,611 | $22.5M | $794K | $1,145 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 1,510 | $18.8M | $635K | $1,002 | 0.42% | Not published | Form 5500 ↗ |
| 2021 | 1,494 | $23M | $562K | $928 | 0.43% | Not published | Form 5500 ↗ |
Common questions
Does Goodwill Industries of North Central Wisconsin match 401(k) contributions?
The match terms for the Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $720K in employer contributions, about $1,121 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Goodwill Industries of North Central Wisconsin 401(k) match vested?
The vesting schedule for the Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Goodwill Industries of North Central Wisconsin 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Associated Trust Company, N.A.. The plan administrator is Goodwill Industries of North Central Wisconsin, Inc..
I left Goodwill Industries of North Central Wisconsin. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Goodwill Industries of North Central Wisconsin, Inc., (920) 731-6601) or the recordkeeper, Associated Trust Company, N.A.. The Goodwill Industries of North Central Wisconsin old 401(k) page lists the contacts from every plan filing. Find an old Goodwill Industries of North Central Wisconsin 401(k)
Data from the public Form 5500 annual reports Goodwill Industries of North Central Wisconsin filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Goodwill Industries of North Central Wisconsin. Not financial advice. Report a correction · Methodology