401(k) · DOL Form 5500 · 2022

Causeway Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
96
Participants Small participant base
88th
Percentile by assets National rank
$528,418
Avg per participant High balance/head
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Official DOL plan name: Causeway Capital Management LLC 401(k) and Profit Sharing Plan · Sponsored by Causeway Capital Management LLC · California · Finance & Insurance

$51M in assets, 96 participants

Causeway Capital Management LLC's Causeway Capital Management LLC 401(k) and Profit Sharing Plan reported $51M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,495 in Finance & Insurance (9,261 peers)

Where Causeway Capital Management LLC 401(k) and Profit Sharing Plan sits by assets

Causeway Capital Management LLC 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $51M for 96 participants (~$528,418/participant), down 14.8% in 2022.

#7,495
in Finance & Insurance (9,261 peers)
-14.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Causeway Capital Management LLC 401(k) and Profit Sharing Plan's outsized position by total assets

Causeway Capital Management LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$50,728,172 Top 12% higher than 88% 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

Causeway Capital Management LLC 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Causeway Capital Management LLC 401(k) and Profit Sharing Plan is a small filing (96 participants) on this national headcount ladder.

DOL schedule card

Filing strip 954861680 · Causeway Capital Management LLC PY 2022 · 401(k)

Causeway Capital Management LLC 401(k) and Profit Sharing Plan · $51M · 96 · 88th

  • TYPE $51M
  • TYPE 96
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Rothwell, Figg, Ernst & Manbeck 401(k) Profit Sharing Plan
  • TYPE ind #7495

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 →

Causeway Capital Management LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Causeway Capital Management LLC 401(k) and Profit Sharing PlanCauseway Capital Management …$51MRothwell, Figg, Ernst & Manbeck 401(k) Profit Sharing PlanRothwell, Figg, Ernst & Manb…$51MSuzuki 401(k) Retirement Plan$51MPeninsula Hotels 401(k) Plan$51MVeit 401(k) Plan$51M
End-of-year total assets ($M) among Causeway Capital Management LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$51M
Net Income-$9M
Employer EIN954861680
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Causeway Capital Management LLC)

Sponsor-wide plan assets over time

All Causeway Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$80M 56.816955675043836% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $50.7M $79.6M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 96 $51M
2023 1 93 $66M
2024 1 101 $80M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Causeway Capital Management LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Causeway Capital Management LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.050728172 · Participants: 96Causeway Capital Management LLC 401(k) and Profit Sharing PlanWells 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
Causeway Capital Management LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Causeway Capital Management LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Causeway Capital Management LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rothwell, Figg, Ernst & Manbeck 401(k) Profit Sharing Plan in DC ($51M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Causeway Capital Management LLC 401(k) and Profit Sharing Plan assets move in 2022? ▼
Causeway Capital Management LLC 401(k) and Profit Sharing Plan pulled back noticeably - down 14.8% during 2022, from $60M to $51M. Reported net income was -$9M.
How have Causeway Capital Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Causeway Capital Management LLC's sponsor-wide assets grew 56.8%, from $51M to $80M.
Where does Causeway Capital Management LLC 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Causeway Capital Management LLC 401(k) and Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Causeway Capital Management LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rothwell, Figg, Ernst & Manbeck 401(k) Profit Sharing Plan in DC ($51M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Causeway Capital Management LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K 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 954861680.

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.