Young Brothers retirement plan: assets, participants and fees
What Young Brothers' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Usi Consulting Group, Inc. | Schedule C ↗ |
| Independent auditor | Hagen, Kurth, Perman Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 64 pension plans in transportation and warehousing with 100 to 499 participants.
| Young Brothers: employer contribution per participant | $8,990 | |
| Peer median | $3,961 |
| Young Brothers: average balance | $244,197 | |
| Peer median | $100,951 |
| Young Brothers: admin expenses ÷ assets | 0.74% | |
| Peer median | 0.77% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $104M at the end of plan year 2021 to $82.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 339 | $82.8M | $3M | $8,990 | 0.74% | Not published | Form 5500 ↗ |
| 2023 | 334 | $81.4M | — | — | 0.67% | Not published | Form 5500 ↗ |
| 2022 | 325 | $77.6M | $1.9M | $5,789 | 0.58% | Not published | Form 5500 ↗ |
| 2021 | 315 | $104M | $5.3M | $16,821 | 0.66% | Not published | Form 5500 ↗ |
Other Young Brothers plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Young Brothers, Limited Salaried Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Young Brothers match 401(k) contributions?
The match terms for the Young Brothers, Limited Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $3M in employer contributions, about $8,990 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Young Brothers 401(k) match vested?
The vesting schedule for the Young Brothers, Limited Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Young Brothers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Usi Consulting Group, Inc.. The plan administrator is Young Brothers, LLC.
I left Young Brothers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Young Brothers, LLC, (808) 543-9317) or the recordkeeper, Usi Consulting Group, Inc.. The Young Brothers old 401(k) page lists the contacts from every plan filing. Find an old Young Brothers 401(k)
Data from the public Form 5500 annual reports Young Brothers filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Young Brothers. Not financial advice. Report a correction · Methodology