Plan5500

Dixon, CA Form 5500 retirement and benefit plan filings

City Form 5500 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, Dixon, CA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $40,911,942 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Dixon

  • 6 loaded plans hold $40.9M in reported assets across 5 sponsors.
  • The largest, First Northern Bank Profit Sharing 401(K) Plan, holds 94% of reported Dixon plan assets.
  • Plans cover 499 participants — about 83 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$40.9MSummed across loaded plans$40,911,942
Total reported assets$40.9M$40,911,942
Total reported participants499
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$40.9M total assets
Net assets$40.9MLiabilities$0
Contributions & income
Employer contributions$3.2M
Participant contributions$1.2M
Total income / additions$10.1M
Expenses & distributions
Benefits paid / distributions$6.2M
Total expenses$6.3M
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Dixon, CA 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

Dixon market comparison

Largest plan share of assets94%First Northern Bank Profit Sharing 401(K) Plan
Participants per plan83Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Dixon

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

  1. 1
    First Northern Bank Profit Sharing 401(K) Plan$38.6M
    First Northern Bank Of Dixon · 2023
  2. 2
    Hyperion Industries, Inc. 401(K) Profit Sharing Plan$1.9M
    Hyperion Industries, Inc. · 2023
  3. 3
    Bachu 401k Trust$446.4K
    Zenith Villa Inc. · 2023
  4. 4
    Exaptic 401(K) Plan$0
    Exaptic · 2023
  5. 5
    Fevans.Co 401(K) Plan$0
    Fevans.Co · 2023
  6. 6
    First Northern Bank Health Plansnot reported in the loaded dataset
    First Northern Bank · 2023

Largest plans in Dixon → · Dixon plans by participants → · Dixon plans with financial data → · Dixon plans with provider compensation → · $1B+ plans in Dixon →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Dixon, CA?
6 plan(s) reported by 5 sponsor(s) are loaded for Dixon, CA.

Related Form 5500 pages