Plan5500

Dahlin Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dahlin Group (EIN 94-2455290) is a plan sponsor located in Pleasanton, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-2455290
Location
Pleasanton, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Dahlin Group

  • 3 loaded plans hold $46.9M in reported assets.
  • The largest, Dahlin Group, Inc. 401(K) Retirement Plan, holds 86% of this company's reported plan assets.
  • Plans cover 677 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$46.9MSummed across loaded plans$46,891,102
Total reported assets$46.9M$46,891,102
Total reported participants677
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$46.9M total assets
Net assets$46.9MLiabilities$0
Contributions & income
Employer contributions$300K
Participant contributions$1.7M
Total income / additions$9.4M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.5M
Net increase / (decrease)$6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets86%Dahlin Group, Inc. 401(K) Retirement Plan
Participants per plan226Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Dahlin Group, Inc. 401(K) Retirement Plan$40.3M
    Plan #001 · 255 participants · 2023
  2. 2
    Dahlin Group, Inc. Employee Stock Ownership Plan$6.6M
    Plan #002 · 264 participants · 2023
  3. 3
    Dahlin Group Health And Welfare Plannot reported in the loaded dataset
    Plan #510 · 158 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Dahlin Group. Open one for its full reported snapshot.

  1. 2023
    Dahlin Group, Inc. 401(K) Retirement Plan255 participants · 2Sch HSch C
    View filing →
  2. 2023
    Dahlin Group Health And Welfare Plan158 participants · 2No schedules
    View filing →
  3. 2023
    Dahlin Group, Inc. Employee Stock Ownership Plan264 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Dahlin Group report on Form 5500?
Dahlin Group (EIN 94-2455290) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Dahlin Group?
The Employer Identification Number (EIN) reported for Dahlin Group is 94-2455290.
What is the latest Form 5500 filing year for Dahlin Group?
The latest loaded Form 5500 filing year for Dahlin Group is 2023.

Related Form 5500 pages