Department of Labor filing

DAYTON HEIDELBERG DISTRIBUTING CO., LLC

DAYTON-HEIDELBERG/OHIO VALLEY WINE 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 3, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

51filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,704

Reported employer contributions per active participant.

Higher than about 54% of comparable plans

#People in the filing

1,356

Active participants reported for 2024.

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

¢Visible plan-paid fees

$128 / participant

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

Lower cost than about 42% of comparable plans

↗Investment performance

Not available

Plan assets changed 5.1%, 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 · 202451out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions54th percentileTypical peer $1,543 · based on 218 comparable plans

Lower reported administrative expense42nd percentileTypical peer $113 · based on 222 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, DAYTON HEIDELBERG DISTRIBUTING CO., LLC reported $2,310,256 in employer contributions across the plan and 1,356 active participants. That works out to $1,704 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 proxy82%

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 2.7%

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

Expense trendUp 2.1%

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

Peer context51/100

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: $2,310,256
Participant contributions: $4,335,494
Other contributions: $674,780
Employer share of reported contributions: 34.8%
Beginning assets: $97,067,288
Ending assets: $102,053,263
Ending net assets: $102,053,263
Ending liabilities: $0
Total income: $21,827,908
Total expenses: $16,841,933
Administrative expenses: $248,905
Participant loans: $1,300,681

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

$1,658

2023

$2,405

2024

$1,704

Plan-paid administrative expenses per participant

2022

$126

2023

$152

2024

$128

Active participants

2022

1,595

2023

1,604

2024

1,356

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,704	1,356	102.1M	20251003115749NAL0001345425001
2023	$2,405	1,604	97.1M	20241014071013NAL0051388034001
2022	$1,658	1,595	90.5M	20231016143805NAL0025106787001

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: 1.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 310620091-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1988
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D3H

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Filing ACK_ID20251003115749NAL0001345425001

Data sourceDOL Form 5500 bulk data ↗

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