D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan
Corporate pension, based in Pottsville, Pennsylvania, reporting $8.4M in assets, for 153 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2025, D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan total assets $16M -> $8M (-48.0%, 2024-03-31 to 2025-03-31).
Capital path
who backs this record, through what, into what; each name opens its own path- 500 Index Fund3 commitments
- John Hancock Life Insurance Co3 commitments
Relationship network
29 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Pooled separate accounts 99.0%
Consultants and advisers
- The Angell Penison Group, Inc. Actuarythrough Mar 31, 2023 Form 5500
People
Manager roster
- John Hancock Life Insurance Co3 rows, latest Mar 31, 2025
- John Hancock Life Insurance Coplan years 2025
- John Hancockplan years 2023
What changed
- Mar 31, 2025Assets changedD.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan total assets $16M -> $8M (-48.0%, 2024-03-31 to 2025-03-31)
- Apr 1, 2024Funded status changedD.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan funded ratio 101.3% -> 110.1% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedD.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan plan assets $15M -> $16M (+10.4%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedD.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan total assets $15M -> $16M (+10.2%, 2023-03-31 to 2024-03-31)
- Apr 1, 2023Funded status changedD.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan funded ratio 107.9% -> 101.3% (2022-04-01 to 2023-04-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | 500 Index Fundseparate account | John Hancock Life Insurance Co | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | 500 Index Fundseparate account | John Hancock Life Insurance Co | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | 500 Index Fundseparate account | John Hancock Life Insurance Co | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 153 | $16.2M | $14.7M | 110.1% | $8.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 157 | $14.7M | $14.5M | 101.3% | $16.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 157 | $15.3M | $13.7M | 107.9% | $14.7M | Not disclosed | Not disclosed | Not disclosed |
- John Hancock USA codes 15 28 60 62 63 68 $2,830 PY2024
- Kathmere Capital Management codes 26 PY2024
- Royce Opportunity Sched. D P PY2024
+59 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Total assets changed2025-03-31source on record
- Funded status changed2024-04-01source on record
- Total assets changed2024-04-01source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.