Missouri › Manufacturing › 100 to 249 participants
Form 5500 statement · plan year 1 Jan 2025 to 31 Dec 2025
Delong's, Inc. Pension Plan
Sponsored by Delong's, Inc., Jefferson City, MO
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Delong's, Inc. Pension Plan is a defined benefit pension plan sponsored by Delong's, Inc. of Jefferson City, Missouri. For the plan year ending 31 Dec 2025 it reported 171 participants, 152 of them active, and net assets of $27.6M.
Net assets came to $169,518 per participant in plan year 2024, well above the $80,635 median for defined benefit plans with 100 to 249 participants and well above the $67,961 median for defined benefit plans in manufacturing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 3 service provider organisations paid $5,000 or more, with reported compensation of $141K: $824 per participant, well above the same-size median of $451. Administrative expenses charged to the plan were $156K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $6.7M in 2009 to $27.6M in 2025 (up 311%), and participants from 170 to 171 (up 1%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure, plan year 2024 | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $169,518 | $80,635 | $67,961 | $86,221 |
| Employer contributions per active participant | — | $9,975 | $6,915 | $10,244 |
| Schedule C compensation per participant | $755 | $451 | $299 | $344 |
| Schedule C compensation, share of net assets | 0.45% | 0.52% | 0.47% | 0.42% |
| Administrative expenses per participant | $870 | $582 | $498 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 100 to 249 participants (1,156 plans), manufacturing (1,532) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2025 | 171 | $27.6M | $161,678 | — | — | $141K |
| 2024 | 162 | $27.5M | $169,519 | — | — | $122K |
| 2023 | 164 | $25.4M | $155,024 | $2.9M | $0 | $103K |
| 2022 | 152 | $21.1M | $138,849 | $1.5M | — | $110K |
| 2021 | 163 | $22.0M | $134,798 | $0 | — | $106K |
| 2020 | 170 | $20.2M | $118,724 | $3.0M | — | $92K |
| 2019 | 167 | $17.3M | $103,299 | $0 | — | $83K |
| 2018 | 172 | $15.3M | $89,203 | $0 | — | $98K |
| 2017 | 167 | $17.7M | $106,024 | $934K | — | $70K |
| 2016 | 175 | $15.3M | $87,634 | $1.3M | — | $68K |
| 2015 | 177 | $13.1M | $73,825 | $1.0M | — | $69K |
| 2014 | 178 | $13.6M | $76,331 | $1.3M | — | $69K |
| 2013 | 173 | $11.8M | $68,075 | $1.3M | — | $61K |
| 2012 | 170 | $9.6M | $56,253 | $1.6M | — | $57K |
| 2011 | 162 | $7.7M | $47,574 | $774K | — | $47K |
| 2010 | 172 | $7.2M | $41,669 | $0 | — | $46K |
| 2009 | 170 | $6.7M | $39,541 | $871K | — | $36K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$27,461,855
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$0
- Total income, including investment results$3,111,542
- Benefits paid$2,770,450
- Administrative expenses$155,625
- Total expenses$2,926,075
- Net income$185,467
- Net transfers$0
- Net assets, end of year$27,647,322
Participants
- Active participants152
- Retired or separated, receiving benefits8
- Retired or separated, entitled to future benefits5
- Total participants, end of year171
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Benefit Trust Company | Trustee (bank, trust company, or similar financial institution); Investment advisory (plan) | $93,851 | $0 |
| Milliman, Inc. | Actuarial | $31,055 | $0 |
| Williams-Keepers | Accounting (including auditing) | $16,000 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$93,851
- Actuarial fees$28,445
- Other administrative expenses$17,329
- IQPA audit fees$16,000
- Total administrative expenses$155,625
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Corporate stocks$16.4M · 59.5%
- Cash (interest and non-interest bearing)$8.1M · 29.2%
- Corporate debt instruments$3.1M · 11.1%
- Receivables$43K · 0.2%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmWilliams-Keepers, LLC
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $500,000
- Blackout period during the year—
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1ABenefits are primarily pay related3DPre-approved pension plan
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 332300: Architectural & Structural Metals Mfg.
Other plans of Delong's, Inc.
| Plan | Participants | Net assets |
|---|---|---|
| Delong's, Inc. Profit Sharing Plan | 159 | $2.8M |
Similar plans in Missouri
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Bunge North America, Inc. Decatur Processing Plant Employees' Pension Plan | Bunge North America, Inc. | 241 | $4.5M | $18,724 |
| Bmi Pension Plan for Hourly Union Employees | Bunge Milling, Inc. | 145 | $5.4M | $37,028 |
| Bunge North America, Inc. Pension Plan for Destrehan Elevator and Oilseed Processing Division Employees | Bunge North America, Inc. | 246 | $4.9M | $20,072 |
| Urick Foundry Division of Ridge Tool Manufacturing Company Hourly Pension Plan | Ridge Tool Manufacturing Company, Emerson Electric Co. | 131 | $2.0M | $15,202 |
| Stupp Corporation Pension Plan | Stupp Bros., Inc. | 282 | $10.8M | $38,274 |
| Novus International, Inc. Employees Pension Plan | Novus International, Inc. | 124 | $25.3M | $203,923 |
Defined benefit plans in manufacturing closest in size.
Questions and answers
How big is Delong's, Inc. Pension Plan?
171 participants at the end of the plan year ending 31 Dec 2025, of whom 152 were active employees, with net assets of $27,647,322. Among defined benefit plans that places it in the 100 to 249 participants band, which held 1,156 plans in plan year 2024.
What does Delong's, Inc. contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $140,906 in compensation to service provider organisations, $824 per participant or 0.51% of net assets. The same-size median among plans reporting any Schedule C compensation was $451 per participant. Administrative expenses on Schedule H were $155,625. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Delong's, Inc.. Investment advisory or management: Benefit Trust Company. Trustee or custodian: Benefit Trust Company. The financial statements were audited by Williams-Keepers, LLC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2025 to 31 Dec 2025, received by the Department of Labor on 27 Jul 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 44-0528273, plan 334, received 27 Jul 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.