401(k) · DOL Form 5500 · 2022
Dodge & Cox 401(k) Plan
Data updated 2026-08-11
- $268M
- Total assets
- 312
- Participants
- 97th
- Percentile by assets
- $859,701
- Avg per participant
Official DOL plan name: Dodge & Cox Profit Sharing Plan and Trust · Sponsored by Dodge & Cox · California · Finance & Insurance
$268M in assets, 312 participants
Dodge & Cox's Dodge & Cox Profit Sharing Plan and Trust reported $268M in total assets and 312 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #8,700 in Finance & Insurance (9,261 peers)
Coverage in California
Dodge & Cox Profit Sharing Plan and Trust covers 312 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $268M.
- $268M
- total plan assets (2022 EOY)
- 312
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $859,701
- avg assets per participant
The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Dodge & Cox Profit Sharing Plan and Trust reports 312 participants - about 50% of that state average ($268M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $316M |
|---|---|
| Net Assets (End of Year) | $268M |
| Net Income | -$48M |
| Employer EIN | 941441976 |
| Plan Effective Date | 1960-01-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dodge & Cox)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 312 | $268M |
| 2023 | 1 | 322 | $317M |
| 2024 | 1 | 346 | $356M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Dodge & Cox Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Dodge & Cox Profit Sharing Plan and Trust by total assets, not by location.
- Edison Chouest Offshore Retirement Plan (LA) $268M · 3,473
- Michaels Stores, Inc. Employees 401(k) Plan (TX) $268M · 15,648
- Imerys USA 401(k) Plan (GA) $268M · 1,582
- Zayo Group Holdings, Inc. 401(k) Plan (CO) $268M · 2,828
Frequently Asked Questions
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Filing takeaways
Ways to act on Dodge & Cox Profit Sharing Plan and Trust's numbers.
- By total assets, Dodge & Cox Profit Sharing Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Dodge & Cox's sponsor-wide assets have grown 32.6% since 2022 across 3 plan years on file. More Finance & Insurance plans