D.G. Yuengling & Son, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, D.G. Yuengling & Son, Inc. (EIN 23-1244850) is a plan sponsor located in Pottsville, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1244850
Location
Pottsville, PA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$71,970,664
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$71,970,664

Contributions & income

Employer contributions
$2,190,739
Participant contributions
$2,089,732
Total income / additions
$14,606,929

Expenses & distributions

Benefits paid / distributions
$6,457,352
Total expenses
$6,672,764
Net increase / (decrease)
$7,934,165

Coverage

Total reported participants
898
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

D.G. Yuengling & Son, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
D. G. Yuengling & Son, Inc. 401(K) Savings And Profit Sharing Plan002403$55,769,2812023
D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan001157$16,201,3832023
D.G. Yuengling & Son, Inc. Benefit Plan501338not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for D.G. Yuengling & Son, Inc.
YearPlanParticipantsSchedulesFiling
2023D.G. Yuengling & Son, Inc. Benefit Plan33820240627121541NAL0006246531001
2023D. G. Yuengling & Son, Inc. 401(K) Savings And Profit Sharing Plan403H, C20241015065506NAL0027731345001
2023D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan157H, C20250107075006NAL0009129793001

Related Form 5500 pages