Dahlin Group, Inc. Employee Stock Ownership Plan

Other · DOL Form 5500 · 2024

What the Filing Says About Dahlin Group, Inc. Employee Stock Ownership Plan

Dahlin Group, Inc. Employee Stock Ownership Plan is an Other retirement plan sponsored by Dahlin Group, Inc., headquartered in California. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 190 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 942455290, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets declined sharply from $7M at the beginning of 2024 to $5M at year-end - down 28.6%. Net assets (after liabilities) closed the year at $5M, with reported net income of -$2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years Dahlin Group, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $41M to $52M, a gain of 26.8%, while reported participants moved from 349 to 371 (+6.3%). The strongest year on file by total sponsor assets was 2024 at $52M; the softest was 2022 at $41M. Year-by-year, sponsor-wide filings show: 2022 - $41M in assets across 2 plans covering 349 participants; 2023 - $47M in assets across 2 plans covering 381 participants; 2024 - $52M in assets across 2 plans covering 371 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Dahlin Group, Inc. Employee Stock Ownership Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.