401(k) · DOL Form 5500 · 2022

Dodge & Cox 401(k) Plan

Data updated 2026-08-25

$268M
Total assets Near avg plan size
312
Participants Below avg headcount
97th
Percentile by assets National rank
$859,701
Avg per participant High balance/head
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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.

  • #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.

#8,700
in Finance & Insurance (9,261 peers)
-15.1%
assets change YoY
2.7×
vs typical plan assets (national mean)

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.

Dodge & Cox Profit Sharing Plan and Trust's outsized position by total assets

Dodge & Cox Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$268,226,611 Top 3% higher than 97% of 139,123 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 2022

Dodge & Cox Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dodge & Cox Profit Sharing Plan and Trust sits mid-pack in the medium band (312 participants).

Form 5500 schedule snapshot

Filing strip 941441976 · Dodge & Cox PY 2022 · 401(k)

Dodge & Cox Profit Sharing Plan and Trust · $268M · 312 · 97th

  • SCH $268M
  • SCH 312
  • SCH 97th
  • SCH 401(k)
  • SCH near Edison Chouest Offshore Retirement Plan
  • SCH ind #8700

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 Finance & Insurance retirement plans → · Plans in California →

Dodge & Cox Profit Sharing Plan and Trust in the asset neighbourhood

Zayo Group Holdings, Inc. 401(k) PlanZayo Group Holdings, Inc. 40…$268MEdison Chouest Offshore Retirement PlanEdison Chouest Offshore Reti…$268MDodge & Cox Profit Sharing Plan and TrustDodge & Cox Profit Sharing P…$268MMichaels Stores, Inc. Employees 401(k) PlanMichaels Stores, Inc. Employ…$268MImerys USA 401(k) Plan$268M
End-of-year total assets ($M) among Dodge & Cox Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$316M
Net Assets (End of Year)$268M
Net Income-$48M
Employer EIN941441976
Plan Effective Date1960-01-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Dodge & Cox)

Sponsor-wide plan assets over time

All Dodge & Cox plans reported in each filing year

Latest sponsor-wide plan assets
$356M 32.643668230218964% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $268M $356M ▲ +32.6%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Dodge & Cox Profit Sharing Plan and Trust, Total assets ($B): 0.268226611 · Participants: 312Dodge & Cox Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Dodge & Cox Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Dodge & Cox Profit Sharing Plan and Trust side-by-side with 3 peers →

Dodge & Cox Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Edison Chouest Offshore Retirement Plan in LA ($268M); by covered participants it is The Northstar Snf 401(k) Plan in NY (312 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($268M here).

Similar participant headcount

Nearest other-state filings by covered participants (312 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dodge & Cox Profit Sharing Plan and Trust assets move in 2022? ▼
Dodge & Cox Profit Sharing Plan and Trust declined sharply - down 15.1% during 2022, from $316M to $268M. Reported net income was -$48M.
How have Dodge & Cox plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dodge & Cox's sponsor-wide assets grew 32.6%, from $268M to $356M.
Where does Dodge & Cox Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Dodge & Cox Profit Sharing Plan and Trust ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Dodge & Cox Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Edison Chouest Offshore Retirement Plan in LA ($268M, 3,473 participants).
Which 401(k) plans cover a similar participant headcount to Dodge & Cox Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Northstar Snf 401(k) Plan in NY (312 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941441976.

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.