Goodwill of Greater Washington 403(b) match, vesting and fees
What Goodwill of Greater Washington'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 | Unum Life Ins Co of America | Schedule C ↗ |
| Independent auditor | Grossberg Co. LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Goodwill of Greater Washington: employer contribution per participant | $883 | |
| Peer median | $1,337 |
| Goodwill of Greater Washington: average balance | $24,570 | |
| Peer median | $35,764 |
| Goodwill of Greater Washington: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.32% |
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 $17.7M at the end of plan year 2021 to $20.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 888 | $20.9M | $751K | $883 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 834 | $19M | $619K | $769 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 837 | $17.3M | $671K | $830 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 823 | $17.7M | $779K | $1,000 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Goodwill of Greater Washington match 401(k) contributions?
The match terms for the Goodwill of Greater Washington Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $751K in employer contributions, about $883 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Goodwill of Greater Washington 401(k) match vested?
The vesting schedule for the Goodwill of Greater Washington Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Goodwill of Greater Washington 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Unum Life Ins Co of America. The plan administrator is Goodwill of Greater Washington.
I left Goodwill of Greater Washington. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Goodwill of Greater Washington, (202) 715-2604) or the recordkeeper, Unum Life Ins Co of America. The Goodwill of Greater Washington old 401(k) page lists the contacts from every plan filing. Find an old Goodwill of Greater Washington 401(k)
Data from the public Form 5500 annual reports Goodwill of Greater Washington 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 of Greater Washington. Not financial advice. Report a correction · Methodology