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  1. Companies/
  2. Dahlin Group, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Dahlin Group, Inc.

EIN 94-2455290-capital markets-Latest filing 2025
Plans
3
Retirement
2
$62.1M assets
Health & Benefits
1
$2.5M premiums
Participants
691
5865 OWENS DRIVE - PLEASANTON, CA 94588925-251-7200LinkedIn1-10 employeescapital markets
Plans on this EIN
3 filings
#001401(k)-$55.8M - 270 part#002ESOP-$6.3M - 244 part#510Fully insured-$2.5M - 177 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $62.1M assets / 514 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT PLAN (#001)$55.8M
  • EMPLOYEE STOCK OWNERSHIP (#002)$6.3M
Total $62.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)270
  • EMPLOYEE STOCK OWNERSHIP (#002)244
Total 514Select a row to open it

Benefits portfolio analytics

1 plan / $2.5M premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$216K
  • Vision$216K
  • Life$216K
  • Long-term disability$216K
  • +1 more
Total $2.5M7 rows
See carrier and broker market share with Pro.
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN

401(k)

Assets$55.8M
Participants270
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

DAHLIN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.3M
Participants244
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

DAHLIN GROUP HEALTH AND WELFARE PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives177
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN401(k)$55.8M2702025
#002DAHLIN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.3M2442025
  • DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN$55.8M
    #001 · 401(k) · 2025270
  • DAHLIN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN$6.3M
    #002 · ESOP · 2025244

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510DAHLIN GROUP HEALTH AND WELFARE PLANFully insuredAETNA LIFE INSURANCE COMPANY$2.5M1772025
  • DAHLIN GROUP HEALTH AND WELFARE PLAN$2.5M
    #510 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025177
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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