Defined Benefit (Pension) · DOL Form 5500 · 2024
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
- 14
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $770,235
- Avg per participant High balance/head
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, 14 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 14 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #5,842 in Other Services (7,719 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 / 14 participants.
- #5,842
- in Other Services (7,719 peers)
- -0.4%
- assets change YoY
The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$10,783,284 Top 43% higher than 57% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
F. Eugene Dixon, Jr. Pension Plan among smaller filed plans by headcount
Plan-year 2024 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 (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- F. Eugene Dixon, Jr. Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$45K in the plan year 2024 filing.
- F. Eugene Dixon, Jr. Pension Plan reported participants fell from 15 in the plan year 2023 filing to 14 in the plan year 2024 filing.
DOL schedule card
Filing strip 256894073 · Marital Trust Under Agreement of F. Eugene Dixon, Jr. Dated 6/30/06 PY 2024 · Defined Benefit (Pension)
F. Eugene Dixon, Jr. Pension Plan · $11M · 14 · 57th
- IND $11M
- IND 14
- IND 57th
- IND Defined Benefit (Pension)
- IND near Tamarack Management Inc. Pension Plan
- IND ind #5842
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
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
| 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 (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$45K |
| Employer EIN | 256894073 |
| Plan Effective Date | 1967-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
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 Tamarack Management Inc. Pension Plan in MT ($11M); by covered participants it is Cypress Hills Cemetery Pension Plan in NY (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.