Goodwill Industries of San Antonio retirement plan: assets, participants and fees
What Goodwill Industries of San Antonio's retirement plan 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 | Alliance Benefit Group | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Goodwill Industries of San Antonio: employer contribution per participant | $986 | |
| Peer median | $1,358 |
| Goodwill Industries of San Antonio: average balance | $13,066 | |
| Peer median | $44,442 |
| Goodwill Industries of San Antonio: admin expenses ÷ assets | 1.07% | |
| Peer median | 0.21% |
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 $21.9M at the end of plan year 2021 to $27.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,232 | $27.9M | $2.1M | $986 | 1.07% | Not published | Form 5500 ↗ |
| 2023 | 2,552 | $24.8M | $1.8M | $731 | 1.22% | Not published | Form 5500 ↗ |
| 2022 | 3,413 | $20.6M | $1.6M | $485 | 0.87% | Not published | Form 5500 ↗ |
| 2021 | 1,539 | $21.9M | $1.4M | $23,900 | 0.86% | Not published | Form 5500 ↗ |
Common questions
Does Goodwill Industries of San Antonio match 401(k) contributions?
The match terms for the Goodwill of San Antonio Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $986 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Goodwill Industries of San Antonio 401(k) match vested?
The vesting schedule for the Goodwill of San Antonio Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Goodwill Industries of San Antonio 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Alliance Benefit Group. The plan administrator is Goodwill Industries of San Antonio.
I left Goodwill Industries of San Antonio. 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 San Antonio, (210) 924-8581) or the recordkeeper, Alliance Benefit Group. The Goodwill Industries of San Antonio old 401(k) page lists the contacts from every plan filing. Find an old Goodwill Industries of San Antonio 401(k)
Data from the public Form 5500 annual reports Goodwill Industries of San Antonio filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 San Antonio. Not financial advice. Report a correction · Methodology