Plan Ledger DOL Form 5500 · updated monthly

D.G. Yuengling & Son, Inc.401(k)

D. G. YUENGLING & SON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN · POTTSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

D.G. Yuengling & Son, Inc. reported $82,582 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $6,330 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.35% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 662nd-largest of 3,651 plans among Pennsylvania employers on file, and the 2,667th of 13,661 in manufacturing. In 2024, the employer put in $1.02 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$63,352,714
Participants with balances389
Active participants332
Employer contributions$2,101,682
Employee contributions$2,068,366
Employer contribution per active participant$6,330
Average account balance$162,860
Benefits paid to participants$5,122,325
Plan auditUnmodified (clean) audit opinion
AuditorBOYER AND RITTER
Plan history3
Yearassets · accounts · employer contribution
2024$63.4M · 389 accts · $2.1M emplr
2023$55.8M · 379 accts · $2.2M emplr
2022$49.3M · 377 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,134
Investment management$44,572
Audit (IQPA)$6,900
Total administrative$82,582
The D.G. Yuengling & Son, Inc. 401(k) match · 2024
Employer contribution per active participant$6,330
Median for plans this size$3,635
2024$6,330 per active participant
2023$6,424 per active participant
2022$6,133 per active participant

D.G. Yuengling & Son, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE VANGUARD GROUP, INC. · Recordkeeping$29,134
KATHMERE CAPITAL MANAGEMENT. · Investment advisory (plan)$44,572
BOYER & RITTER · Accounting / audit$6,900

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023John Hancock

This plan has changed recordkeepers within these filings. If you left D.G. Yuengling & Son, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$82,582 · 0.14%
2023$215,412 · 0.41%
2022$190,220 · 0.35%
Same employer
Similar plansManufacturing · Pennsylvania
Pfizer Pharmaceuticals LLC PA$66.9M · 0.03%
Harold Beck & Sons, Inc. PA$66.4M · 0.07%
Plastek Industries, Inc. PA$64.9M · 0.25%
Double H Plastics, Inc. PA$63.7M · 0.27%
Just Born, Inc. PA$62.1M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231244850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.