ESOP · DOL Form 5500 · 2023

Dahlin Group, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
194
Participants Below avg headcount
50th
Percentile by assets National rank
$33,887
Avg per participant Low balance/head
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Official DOL plan name: Dahlin Group, Inc. Employee Stock Ownership Plan · Sponsored by Dahlin Group, Inc. · California · Professional & Technical Services

$7M in assets, 194 participants

Dahlin Group, Inc.'s Dahlin Group, Inc. Employee Stock Ownership Plan reported $7M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 50th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #9,767 in Professional & Technical Services (20,321 peers)

Coverage in California

Dahlin Group, Inc. Employee Stock Ownership Plan covers 194 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $7M.

#9,767
in Professional & Technical Services (20,321 peers)
+3.4%
assets growth YoY

Dahlin Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Dahlin Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,573,990 Top 50% higher than 50% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Dahlin Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dahlin Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dahlin Group, Inc. Employee Stock Ownership Plan reported net income fell from $577K in the plan year 2022 filing to $214K in the plan year 2023 filing.
  • Dahlin Group, Inc. Employee Stock Ownership Plan reported participants rose from 186 in the plan year 2022 filing to 194 in the plan year 2023 filing.
  • Dahlin Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942455290 · Dahlin Group, Inc. PY 2023 · ESOP

Dahlin Group, Inc. Employee Stock Ownership Plan · $7M · 194 · 50th

  • SCH $7M
  • EBSA 194
  • PART 50th
  • TYPE ESOP
  • NET near Adams Management Employee Stock Ownership Plan
  • BOOK ind #9767

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in California →

Dahlin Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Specialty Equipment Sales Co. Employee Stock Ownership Plan and TrustSpecialty Equipment Sales Co…$7MDialectic, Inc. Employee Stock Ownership PlanDialectic, Inc. Employee Sto…$7MRedshaw Paint Supply, Inc. Employee Stock Ownership PlanRedshaw Paint Supply, Inc. E…$7MDahlin Group, Inc. Employee Stock Ownership PlanDahlin Group, Inc. Employee …$7MAdams Management Employee Stock Ownership PlanAdams Management Employee St…$7M
End-of-year total assets ($M) among Dahlin Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$214K
Employer EIN942455290
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dahlin Group, Inc.)

Sponsor-wide plan assets over time

All Dahlin Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 26.8128830984539% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.9M $51.9M ▲ +26.8%
Year Plans Participants Total Assets
2022 2 349 $41M
2023 2 381 $47M
2024 2 371 $52M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Dahlin Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Dahlin Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00657399 · Participants: 194Dahlin Group, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Dahlin Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Dahlin Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Dahlin Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Adams Management Employee Stock Ownership Plan in GA ($7M); by covered participants it is Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust in AL (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dahlin Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Dahlin Group, Inc. Employee Stock Ownership Plan edged up modestly - up 3.4% during 2023, from $6M to $7M. Reported net income was $214K.
How have Dahlin Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dahlin Group, Inc.'s sponsor-wide assets grew 26.8%, from $41M to $52M.
Which ESOP plans are similar in size to Dahlin Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Adams Management Employee Stock Ownership Plan in GA ($7M, 45 participants).
Which ESOP plans cover a similar participant headcount to Dahlin Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust in AL (194 participants, $37M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942455290.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.