Defined Benefit (Pension) · DOL Form 5500 · 2023

Marital Trust Under Agreement of F. Eugene Dixon, Jr. Dated 6/30/06 Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
15
Participants Small participant base
60th
Percentile by assets National rank
$721,888
Avg per participant High balance/head
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Official DOL plan name: F. Eugene Dixon, Jr. Pension Plan · Sponsored by Marital Trust Under Agreement of F. Eugene Dixon, Jr. Dated 6/30/06 · Pennsylvania · Other Services

$11M in assets, 15 participants

Marital Trust Under Agreement of F. Eugene Dixon, Jr. Dated 6/30/06's F. Eugene Dixon, Jr. Pension Plan reported $11M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,085 in Other Services (7,857 peers)

Marital Trust Under Agreement of F. Eugene Dixon, Jr. Dated 6/30/06 multi-year trail

Marital Trust Under Agreement of F. Eugene Dixon, Jr. Dated 6/30/06's plans moved +13.9% in assets from 2022 to 2024; this filing shows F. Eugene Dixon, Jr. Pension Plan at $11M / 15 participants.

#6,085
in Other Services (7,857 peers)
+14.4%
assets growth YoY

F. Eugene Dixon, Jr. Pension Plan's mid-pack asset rank among Other Services and all filers

F. Eugene Dixon, Jr. Pension Plan vs every filed plan by assets

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

$10,828,327 Top 40% higher than 60% 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

F. Eugene Dixon, Jr. Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. F. Eugene Dixon, Jr. Pension Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • F. Eugene Dixon, Jr. Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • F. Eugene Dixon, Jr. Pension Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 256894073 · Marital Trust Under Agreement of F. Eugene Dixon, Jr. Dated 6/30/06 PY 2023 · Defined Benefit (Pension)

F. Eugene Dixon, Jr. Pension Plan · $11M · 15 · 60th

  • BOY $11M
  • BOY 15
  • BOY 60th
  • BOY Defined Benefit (Pension)
  • BOY near Rwc, Inc. Bargaining Employees' Retirement Plan
  • BOY ind #6085

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 Other Services retirement plans → · Plans in Pennsylvania →

F. Eugene Dixon, Jr. Pension Plan in the asset neighbourhood

F. Eugene Dixon, Jr. Pension PlanF. Eugene Dixon, Jr. Pension…$11MRwc, Inc. Bargaining Employees' Retirement PlanRwc, Inc. Bargaining Employe…$11MRetirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc.Retirement Plan for Licensed…$11MWinsouth Credit Union Cash Balance Defined Benefit Plan and TrustWinsouth Credit Union Cash B…$11MAvox Systems Union Pension PlanAvox Systems Union Pension P…$11M
End-of-year total assets ($M) among F. Eugene Dixon, Jr. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Marital Trust Under Agreement of F. Eugene Dixon, Jr. Dated 6/30/06 multi-year asset trail

Sponsor-wide plan assets over time

All Marital Trust Under Agreement of F. Eugene Dixon, Jr. Dated 6/30/06 plans reported in each filing year

Latest sponsor-wide plan assets
$11M 13.919345579490114% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M 202220232024 $9.47M $10.8M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 15 $9M
2023 1 15 $11M
2024 1 14 $11M

Marital Trust Under Agreement of F. Eugene Dixon, Jr. Dated 6/30/06 filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN256894073
Plan Effective Date1967-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

F. Eugene Dixon, Jr. Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants F. Eugene Dixon, Jr. Pension Plan, Total assets ($B): 0.010828327 · Participants: 15F. Eugene Dixon, Jr. Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
F. Eugene Dixon, Jr. Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare F. Eugene Dixon, Jr. Pension Plan side-by-side with 3 peers →

F. Eugene Dixon, Jr. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Rwc, Inc. Bargaining Employees' Retirement Plan in MI ($11M); by covered participants it is Retirement Plan for Employees of Woman's Life Insurance Society in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 F. Eugene Dixon, Jr. Pension Plan assets move in 2023? ▼
F. Eugene Dixon, Jr. Pension Plan grew at a solid clip - up 14.4% during 2023, from $9M to $11M. Reported net income was $1M.
How have Marital Trust Under Agreement of F. Eugene Dixon, Jr. Dated 6/30/06 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marital Trust Under Agreement of F. Eugene Dixon, Jr. Dated 6/30/06's sponsor-wide assets grew 13.9%, from $9M to $11M.
Which Defined Benefit (Pension) plans are similar in size to F. Eugene Dixon, Jr. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rwc, Inc. Bargaining Employees' Retirement Plan in MI ($11M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to F. Eugene Dixon, Jr. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Woman's Life Insurance Society in MI (15 participants, $17M 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 256894073.

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.