401(k) · DOL Form 5500 · 2022
Dimensional Investment LLC 401(k) Plan
Data updated 2026-08-11
- $310M
- Total assets
- 1,130
- Participants
- 97th
- Percentile by assets
- $274,550
- Avg per participant
Official DOL plan name: Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan · Sponsored by Dimensional Investment LLC · Texas · Finance & Insurance
$310M in assets, 1,130 participants
Dimensional Investment LLC's Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan reported $310M in total assets and 1,130 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)
- #8,749 in Finance & Insurance (9,261 peers)
Where Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan sits by assets
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $310M for 1,130 participants (~$274,550/participant), down 8.6% in 2022.
- $310M
- total plan assets (2022 EOY)
- 1,130
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $274,550
- avg assets per participant
The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan vs the 2022 asset distribution
By assets, Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $339M |
|---|---|
| Net Assets (End of Year) | $310M |
| Net Income | -$29M |
| Employer EIN | 271346874 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dimensional Investment LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,130 | $310M |
| 2023 | 1 | 1,184 | $386M |
| 2024 | 1 | 1,306 | $450M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan by total assets, not by location.
- Millennium International Management LP Savings Plan (NY) $310M · 1,884
- Southern Illinois Healthcare Retirement Savings Plan (IL) $310M · 3,783
- Verint Systems Inc. 401(k) Savings Plan (NY) $311M · 1,480
- American Medical Association Retirement & Savings Plan (IL) $311M · 1,191
Frequently Asked Questions
How did Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan assets move in 2022? ▼
How have Dimensional Investment LLC plan assets changed over time? ▼
Where does Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for Dimensional Fund Advisors Deferred Compe…
Scale reading
Ways to act on Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan's numbers.
- By total assets, Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan 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 Texas. Compare plans
- Dimensional Investment LLC's sponsor-wide assets have grown 45.2% since 2022 across 3 plan years on file. More Finance & Insurance plans