Department of Labor filing

GOODWILL INDUSTRIES-MANASOTA, INC.

GOODWILL INDUSTRIES-MANASOTA, INC. RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

31filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$223

Reported employer contributions per active participant.

Higher than about 8% of comparable plans

#People in the filing

1,500

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$12 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 85% of comparable plans

↗Investment performance

Not available

Plan assets changed 20.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202431out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions8th percentileTypical peer $1,618 · based on 108 comparable plans

Lower reported administrative expense85th percentileTypical peer $78 · based on 113 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, GOODWILL INDUSTRIES-MANASOTA, INC. reported $334,464 in employer contributions across the plan and 1,500 active participants. That works out to $223 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy96%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 25.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 20.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context31/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $334,464
Participant contributions: $569,181
Other contributions: $285,994
Employer share of reported contributions: 37.0%
Beginning assets: $4,526,931
Ending assets: $5,465,943
Ending net assets: $5,465,777
Ending liabilities: $166
Total income: $1,765,439
Total expenses: $824,239
Administrative expenses: $16,967
Participant loans: $141,371

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$300

2023

$290

2024

$223

Plan-paid administrative expenses per participant

2022

$15

2023

$30

2024

$12

Active participants

2022

754

2023

838

2024

1,500

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$223	1,500	5.5M	20251008151952NAL0005753473001
2023	$290	838	4.5M	20241004102830NAL0005622275001
2022	$300	754	4.6M	20231013094756NAL0022416499001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 592074391-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2011
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20251008151952NAL0005753473001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗