Defined Benefit (Pension) · DOL Form 5500 · 2024

Dream USA Inc Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$639,590
Avg per participant High balance/head
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Official DOL plan name: Dream USA Inc Defined Benefit Pension Plan · Sponsored by Dream USA Inc · California · Wholesale Trade

$2M in assets, 3 participants

Dream USA Inc's Dream USA Inc Defined Benefit Pension Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,089 in Wholesale Trade (6,080 peers)

Dream USA Inc multi-year trail

Dream USA Inc's plans moved +51.8% in assets from 2022 to 2024; this filing shows Dream USA Inc Defined Benefit Pension Plan at $2M / 3 participants.

#1,089
in Wholesale Trade (6,080 peers)
+19.2%
assets growth YoY

Dream USA Inc Defined Benefit Pension Plan among the smaller filed plans by assets

Dream USA Inc Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,918,771 29th percentile higher than 29% of 123,620 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 2024

Dream USA Inc Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dream USA Inc Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dream USA Inc Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Dream USA Inc Defined Benefit Pension Plan reported net income fell from $345K in the plan year 2023 filing to $309K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954607453 · Dream USA Inc PY 2024 · Defined Benefit (Pension)

Dream USA Inc Defined Benefit Pension Plan · $2M · 3 · 29th

  • EOY $2M
  • EOY 3
  • EOY 29th
  • EOY Defined Benefit (Pension)
  • EOY near Wilco Automotive Retirement Plan
  • EOY ind #1089

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 Wholesale Trade retirement plans → · Plans in California →

Dream USA Inc Defined Benefit Pension Plan in the asset neighbourhood

Dream USA Inc Defined Benefit Pension PlanDream USA Inc Defined Benefi…$2MWilco Automotive Retirement PlanWilco Automotive Retirement …$2MLegal Services Alabama, Inc. Life Insurance Annuity PlanLegal Services Alabama, Inc.…$2MRichmond Home Need Services, Inc. Employees' Defined Benefit Retirement PlanRichmond Home Need Services,…$2MThe Society of Naval Architects and Marine Engineers Pension Plan for EmployeesThe Society of Naval Archite…$2M
End-of-year total assets ($M) among Dream USA Inc Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Dream USA Inc multi-year asset trail

Sponsor-wide plan assets over time

All Dream USA Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 51.75516021215041% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.26M $1.92M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $2M
2024 1 3 $2M

Dream USA Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$309K
Employer EIN954607453
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Dream USA Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Dream USA Inc Defined Benefit Pension Plan, Total assets ($B): 0.001918771 · Participants: 3Dream USA Inc Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Dream USA Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Dream USA Inc Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Wilco Automotive Retirement Plan in IL ($2M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dream USA Inc Defined Benefit Pension Plan assets move in 2024?
Dream USA Inc Defined Benefit Pension Plan grew sharply - up 19.2% during 2024, from $2M to $2M. Reported net income was $309K.
How have Dream USA Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Dream USA Inc's sponsor-wide assets grew 51.8%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Dream USA Inc Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wilco Automotive Retirement Plan in IL ($2M, 63 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dream USA Inc Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M in assets).