Department of Labor filing

DNB HOLDINGS, INC

DNB HOLDINGS, INC. 401K PLAN & TRUST · For the plan year ended Dec 31, 2022

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Public filing 2022 · received Aug 2, 2023Verified current terms Not available

Plan at a glance

How good does the filing look?

67filing 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
$3,721

Reported employer contributions per active participant.

Higher than about 75% of comparable plans
#People in the filing
35

Active participants reported for 2022.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$129 / participant

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

Lower cost than about 50% of comparable plans
Investment performance
Not available

Plan assets changed -44.3%, 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 · 202267out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions75th percentileTypical peer $1,903 · based on 6,950 comparable plans
Lower reported administrative expense50th percentileTypical peer $127 · based on 7,543 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, 2022, DNB HOLDINGS, INC reported $130,245 in employer contributions across the plan and 35 active participants. That works out to $3,721 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 proxy12%

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 0.0%

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

Expense trendUp 0.0%

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

Peer context67/100

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
$130,245
Participant contributions
$686,587
Other contributions
Not reported
Employer share of reported contributions
15.9%
Beginning assets
$11,506,042
Ending assets
$6,410,609
Ending net assets
$6,410,609
Ending liabilities
$0
Total income
-$1,246,631
Total expenses
$3,848,802
Administrative expenses
$75,367
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
$3,721
Plan-paid administrative expenses per participant
2022
$129
Active participants
2022
35
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2022$3,721356.4M20230802130724NAL0010313315001

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
Yes
Public plan identifier
201591017-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jun 1, 1991
Industry
Administrative and support services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D3H

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
JOHN HANCOCK LIFE INSURANCE COMPANY2022Not reportedunknown

Current plan terms

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Filing ACK_ID20230802130724NAL0010313315001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗