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Department of Labor filing

DIONS

DIONS 401(K) PLAN · For the plan year ended Sep 30, 2025

Legal sponsor: PETER-DEFRIES CORPORATION

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Public filing 2024 · received Jul 12, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

68filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$1,620

Reported employer contributions per active participant.

Higher than about 96% of comparable plans
#People in the filing
500

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$143 / participant

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

Lower cost than about 4% of comparable plans
↗Investment performance
Not available

Plan assets changed 8.8%, 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 · 202468out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions96th percentileTypical peer $244 · based on 201 comparable plans
Lower reported administrative expense4th percentileTypical peer $43 · based on 226 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 Sep 30, 2025, DIONS reported $809,756 in employer contributions across the plan and 500 active participants. That works out to $1,620 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 proxy69%

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 11.7%

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

Expense trendUp 84.5%

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

Peer context68/100

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
$809,756
Participant contributions
$1,123,887
Other contributions
$5,847
Employer share of reported contributions
41.9%
Beginning assets
$19,519,596
Ending assets
$21,238,118
Ending net assets
$21,238,118
Ending liabilities
$0
Total income
$4,584,429
Total expenses
$2,865,907
Administrative expenses
$107,335
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
$1,450
2023
$1,903
2024
$1,620
Plan-paid administrative expenses per participant
2022
$78
2023
$153
2024
$143
Active participants
2022
515
2023
461
2024
500
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,62050021.2M20260712162853NAL0002340467001
2023$1,90346119.5M20250714112940NAL0001399488001
2022$1,45051515.9M20240712141707NAL0011352323001

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
850293433-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Oct 1, 1991
Industry
Accommodation and food services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2H2J2K2S2T3D

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.

ProviderPlan yearDirect compensationIndirect compensation
AB GLOBAL BOND FUND2024Not reportedunknown
AIG FOCUSED DIVIDEND STRATEGY2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
CLEARBRIDGE MID CAP CORE FUND2024Not reportedunknown
DELAWARE SMALL CAP CORE FUND2024Not reportedunknown
FEDERATED INTERNATIONAL LEADERS FUN2024Not reportedunknown
FRANKLIN US GOV'T SECURITIES2024Not reportedunknown
HARTFORD GROWTH OPPORTUNITIES FUND2024Not reportedunknown
MATRIX FINANCIAL SOLUTIONS2024Not reportedunknown
MFS GLOBAL REAL ESTATE FUND2024Not reportedunknown
MG TRUST COMPANY D/B/A MATRIX TRUST2024Not reportedunknown
PRINCIPAL GLOBAL INVESTORS TRUST CO2024Not reportedunknown
TOUCHSTONE INVESTMENTS2024Not reportedunknown
UBS FINANCIAL SERVICES, INC.2024Not reportedunknown
VIRTUS VONTOBEL EMERGING MARKETS2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260712162853NAL0002340467001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗