401(k) · DOL Form 5500 · 2022

Dimensional Investment LLC 401(k) Plan

Data updated 2026-08-25

$310M
Total assets Above avg plan size
1,130
Participants Near avg headcount
97th
Percentile by assets National rank
$274,550
Avg per participant High balance/head
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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.

  • #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.

#8,749
in Finance & Insurance (9,261 peers)
-8.6%
assets change YoY
3.1×
vs typical plan assets (national mean)

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's outsized position by total assets

Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan vs every filed plan by assets

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

$310,241,967 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

Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan lands in the large band (1,130 participants).

Published 5500 schedule card

Filing strip 271346874 · Dimensional Investment LLC PY 2022 · 401(k)

Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan · $310M · 1,130 · 97th

  • EOY $310M
  • 5500 1,130
  • ASSETS 97th
  • PCT 401(k)
  • EIN near Millennium International Management LP Savings Plan
  • RANK ind #8749

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 Texas →

Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan in the asset neighbourhood

American Medical Association Retirement & Savings PlanAmerican Medical Association…$311MVerint Systems Inc. 401(k) Savings PlanVerint Systems Inc. 401(k) S…$311MDimensional Fund Advisors Deferred Compensation and Profit Sharing PlanDimensional Fund Advisors De…$310MMillennium International Management LP Savings PlanMillennium International Man…$310MSouthern Illinois Healthcare Retirement Savings PlanSouthern Illinois Healthcare…$310M
End-of-year total assets ($M) among Dimensional Fund Advisors Deferred Compensation 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)$339M
Net Assets (End of Year)$310M
Net Income-$29M
Employer EIN271346874
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dimensional Investment LLC)

Sponsor-wide plan assets over time

All Dimensional Investment LLC plans reported in each filing year

Latest sponsor-wide plan assets
$450M 45.191781549012674% vs 2022
2024 filing year
$250M$300M$350M$400M$450M$500M 202220232024 $310M $450M ▲ +45.2%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan, Total assets ($B): 0.310241967 · Participants: 1130Dimensional Fund Advisors Deferred Compensation and Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan side-by-side with 3 peers →

Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Millennium International Management LP Savings Plan in NY ($310M); by covered participants it is Gn Retirement Savings Plan in MN (1,130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,130 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 Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan assets move in 2022? ▼
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan pulled back noticeably - down 8.6% during 2022, from $339M to $310M. Reported net income was -$29M.
How have Dimensional Investment LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dimensional Investment LLC's sponsor-wide assets grew 45.2%, from $310M to $450M.
Where does Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan 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 Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Millennium International Management LP Savings Plan in NY ($310M, 1,884 participants).
Which 401(k) plans cover a similar participant headcount to Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gn Retirement Savings Plan in MN (1,130 participants, $137M 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 271346874.

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.