Department of Labor filing

THE GOODHEART-WILLCOX COMPANY, INC.

THE GOODHEART-WILLCOX COMPANY, INC. 401(K) PLAN AND TRUST · For the plan year ended Apr 30, 2025

Public filing 2024 · received Dec 29, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

94filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$3,040

Reported employer contributions per active participant.

Higher than about 91% of comparable plans

#People in the filing

190

Active participants reported for 2024.

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

¢Visible plan-paid fees

$4 / participant

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

Lower cost than about 100% of comparable plans

↗Investment performance

Not available

Plan assets changed 38.1%, 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 · 202494out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions91st percentileTypical peer $1,246 · based on 230 comparable plans

Lower reported administrative expense100th percentileTypical peer $171 · based on 243 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 Apr 30, 2025, THE GOODHEART-WILLCOX COMPANY, INC. reported $577,508 in employer contributions across the plan and 190 active participants. That works out to $3,040 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 proxy94%

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 trendUp 7.0%

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

Expense trendDown 24.2%

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

Peer context94/100

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: $577,508
Participant contributions: $1,368,334
Other contributions: $999,777
Employer share of reported contributions: 29.7%
Beginning assets: $8,801,832
Ending assets: $12,151,092
Ending net assets: $12,151,092
Ending liabilities: $0
Total income: $3,692,492
Total expenses: $878,767
Administrative expenses: $825
Participant loans: Not reported

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

$2,841

2023

$2,924

2024

$3,040

Plan-paid administrative expenses per participant

2022

2023

2024

Active participants

2022

170

2023

180

2024

190

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,040	190	12.2M	20251229170106NAL0009905939001
2023	$2,924	180	8.8M	20241227122925NAL0007217075001
2022	$2,841	170	6.1M	20231227173308NAL0010547409001

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: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 362135994-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Sep 1, 2018
Industry: Industry group 323
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2S2T3D3F

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
PRINCIPAL LIFE INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251229170106NAL0009905939001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗