Retirement plan

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.

Name: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. - 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. (2025) Form 5500
Creator: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC., GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.

GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.EIN 86-0223401Plan #001PY 2025

1940 E SILVERLAKE RD STE 405 - TUCSON, AZ 857131950520-623-5174goodwillsouthernaz.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$7.4M

+9.6% from 2024

Total participants

906

+13.8% from 2024

Average account balance

$16,653

+10.5% from 2024

Annual return

12.69%

-2.57 pp from 2024

Benchmarks

See 152 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort152 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.41M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$17K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

445

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

26.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$768K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.69%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$57

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
NATIONWIDE2 years Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Investment Management	$36,907
MERIDIAN WEALTH MANAGEMENT LLC1 year Filed as: MERIDIAN WEALTH MANAGEMENT, LLC Service code 28 · EIN 27-0846572	Investment Management	$17,531

Plan features & details

Pension benefit codes2G2F2E2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$25K

$40 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.340%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BEACHFLEISCHMAN PLLC
Auditor EIN: 860683059
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,653

$44,206-62.3%

$94,057-82.3%

$64,728-74.3%

Participation rate

26.5%

51.0%-24.5pp

73.3%-46.9pp

57.9%-31.4pp

Annual return

12.69%

259.42%-246.7pp

480.62%-467.9pp

49.38%-36.7pp

Employer contribution / active EE

$470

$1,635-71.3%

$2,933-84.0%

$2,243-79.1%

Participant deferral / active EE

$754

$1,902-60.3%

$4,709-84.0%

$2,729-72.4%

Admin fee / account holder

$57

$1,230-95.4%

$7,244-99.2%

$1,145-95.1%

Provider

Service type

Compensation

NATIONWIDE2 years

Service code 28 · EIN 31-4177100

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Investment Management

$36,907

MERIDIAN WEALTH MANAGEMENT LLC1 year

Filed as: MERIDIAN WEALTH MANAGEMENT, LLC

Service code 28 · EIN 27-0846572

Investment Management

$17,531

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion