Retirement plan

JOHN P. DONOHUE FUNERAL HOME, INC. 401(K) PLAN

Name: THE JOHN P. DONOHUE FUNERAL HOME, INC. - JOHN P. DONOHUE FUNERAL HOME, INC. 401(K) PLAN (2025) Form 5500
Creator: THE JOHN P. DONOHUE FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN P. DONOHUE FUNERAL HOME, INC. 401(K) PLAN, THE JOHN P. DONOHUE FUNERAL HOME, INC.

THE JOHN P. DONOHUE FUNERAL HOME, INC.EIN 23-2704510Plan #001PY 2025

201 COPLEY ROAD - UPPER DARBY, PA 19082610-991-8842jpdfh.comLinkedIn11-50 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$276K

+40.9% from 2024

Total participants

0.0% from 2024

Average account balance

$34,491

+40.9% from 2024

Annual return

19.49%

+8.07 pp from 2024

Benchmarks

See 57,093 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort57,093 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$276K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+19.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109

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

See the 6-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$870

$218 / participant

Other / not subdivided$870100.0%

% of EOY assets

0.315%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,491

$74,888-53.9%

$71,209-51.6%

$142,382-75.8%

Participation rate

100.0%

76.2%+23.8pp

73.8%+26.2pp

80.1%+19.9pp

Annual return

19.49%

345.14%-325.7pp

282.51%-263.0pp

217.08%-197.6pp

Employer contribution / active EE

$3,549

$2,854+24.3%

$2,721+30.4%

$4,299-17.4%

Participant deferral / active EE

$7,150

$4,454+60.5%

$4,175+71.3%

$6,507+9.9%

Admin fee / account holder

$109

$5,568-98.0%

$5,349-98.0%

$12,624-99.1%

JOHN P. DONOHUE FUNERAL HOME, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN P. DONOHUE FUNERAL HOME, INC. 401(K) 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