Retirement plan

THE DONOHUE FUNERAL HOMES, INC. PROFIT SHARING PLAN

Name: THE DONOHUE FUNERAL HOMES, INC. - THE DONOHUE FUNERAL HOMES, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: THE DONOHUE FUNERAL HOMES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DONOHUE FUNERAL HOMES, INC. PROFIT SHARING PLAN, THE DONOHUE FUNERAL HOMES, INC.

THE DONOHUE FUNERAL HOMES, INC.EIN 23-1947460Plan #001PY 2025

8401 WEST CHESTER PIKE - UPPER DARBY, PA 19082610-449-0300

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11.9M

+15.6% from 2024

Total participants

+10.3% from 2024

Average account balance

$296,824

+1.2% from 2024

Annual return

14.69%

+2.08 pp from 2024

Benchmarks

See 2,905 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort2,905 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$11.87M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$297K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

108.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$302K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.69%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6469

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$259K

$6993 / participant

Other / not subdivided$259K100.0%

% of EOY assets

2.179%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$296,824

$64,920+357.2%

$103,693+186.3%

$86,983+241.2%

Participation rate

91.9%

63.6%+28.3pp

72.6%+19.2pp

69.5%+22.4pp

Annual return

14.69%

30.29%-15.6pp

47.61%-32.9pp

25.83%-11.1pp

Employer contribution / active EE

$4,730

$2,141+120.9%

$2,920+62.0%

$2,584+83.0%

Participant deferral / active EE

$3,432

$3,241+5.9%

$4,579-25.1%

$4,194-18.2%

Admin fee / account holder

$6,469

$6,191+4.5%

$7,858-17.7%

$7,856-17.7%

THE DONOHUE FUNERAL HOMES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DONOHUE FUNERAL HOMES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion