ESOP · DOL Form 5500 · 2024

Dahlin Group, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
190
Participants Below avg headcount
41st
Percentile by assets National rank
$24,701
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dahlin Group, Inc. Employee Stock Ownership Plan · Sponsored by Dahlin Group, Inc. · California · Professional & Technical Services

$5M in assets, 190 participants

Dahlin Group, Inc.'s Dahlin Group, Inc. Employee Stock Ownership Plan reported $5M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,715 in Professional & Technical Services (20,173 peers)

Coverage in California

Dahlin Group, Inc. Employee Stock Ownership Plan covers 190 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $5M.

#7,715
in Professional & Technical Services (20,173 peers)
-28.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$4,693,229 41st percentile higher than 41% 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

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

Plan-year 2024 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 (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dahlin Group, Inc. Employee Stock Ownership Plan reported net income fell from $214K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Dahlin Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Dahlin Group, Inc. Employee Stock Ownership Plan reported participants fell from 194 in the plan year 2023 filing to 190 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942455290 · Dahlin Group, Inc. PY 2024 · ESOP

Dahlin Group, Inc. Employee Stock Ownership Plan · $5M · 190 · 41st

  • VS-ST $5M
  • VS-ST 190
  • VS-ST 41st
  • VS-ST ESOP
  • VS-ST near Tc Federal Bank Employee Stock Ownership Plan
  • VS-ST ind #7715

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

Tc Federal Bank Employee Stock Ownership PlanTc Federal Bank Employee Sto…$5MAir Purification, Inc. Employee Stock Ownership PlanAir Purification, Inc. Emplo…$5MNational Spinning Co., Inc. Employee Stock Ownership PlanNational Spinning Co., Inc. …$5MDahlin Group, Inc. Employee Stock Ownership PlanDahlin Group, Inc. Employee …$5MComstock Valuation Advisors, Inc. Employee Stock Ownership PlanComstock Valuation Advisors,…$5M
End-of-year total assets ($M) among Dahlin Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
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 -20246 Total assets ($B) Participants Dahlin Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004693229 · Participants: 190Dahlin Group, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. 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 Tc Federal Bank Employee Stock Ownership Plan in GA ($5M); by covered participants it is David Allen Company, Inc. Employee Stock Ownership Plan in NC (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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.

Frequently Asked Questions

How did Dahlin Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Dahlin Group, Inc. Employee Stock Ownership Plan declined sharply - down 28.6% during 2024, from $7M to $5M. Reported net income was -$2M.
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 Tc Federal Bank Employee Stock Ownership Plan in GA ($5M, 49 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 David Allen Company, Inc. Employee Stock Ownership Plan in NC (190 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.