401(k) · DOL Form 5500 · 2022

Dalton Investments, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
33
Participants Small participant base
71st
Percentile by assets National rank
$409,038
Avg per participant High balance/head
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Official DOL plan name: Dalton Investments, LLC 401(k) Plan and Trust · Sponsored by Dalton Investments, LLC · California · Finance & Insurance

$13M in assets, 33 participants

Dalton Investments, LLC's Dalton Investments, LLC 401(k) Plan and Trust reported $13M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,090 in Finance & Insurance (9,261 peers)

Dalton Investments, LLC multi-year trail

Dalton Investments, LLC's plans moved +29.2% in assets from 2022 to 2023; this filing shows Dalton Investments, LLC 401(k) Plan and Trust at $13M / 33 participants.

#5,090
in Finance & Insurance (9,261 peers)
-1.7%
assets change YoY

The plan reported a net loss of $230K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dalton Investments, LLC 401(k) Plan and Trust's outsized position by total assets

Dalton Investments, LLC 401(k) Plan and Trust vs every filed plan by assets

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

$13,498,263 Top 29% higher than 71% 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

Dalton Investments, LLC 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dalton Investments, LLC 401(k) Plan and Trust is a small filing (33 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 954736598 · Dalton Investments, LLC PY 2022 · 401(k)

Dalton Investments, LLC 401(k) Plan and Trust · $13M · 33 · 71st

  • EBSA $13M
  • PART 33
  • TYPE 71st
  • NET 401(k)
  • BOOK near Co-Op 401(k) Plan
  • VS-ST ind #5090

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 →

Dalton Investments, LLC 401(k) Plan and Trust in the asset neighbourhood

Dalton Investments, LLC 401(k) Plan and TrustDalton Investments, LLC 401(…$13MCo-Op 401(k) Plan$13MBranscomb PLLC Retirement PlanBranscomb PLLC Retirement Pl…$13MCny Fertility, PLLC 401(k) Profit Sharing Plan and TrustCny Fertility, PLLC 401(k) P…$13MEmployee 401(k) Plan$13M
End-of-year total assets ($M) among Dalton Investments, LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dalton Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Dalton Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 29.225108445434795% vs 2022
2023 filing year
$12M$14M$16M$18M 20222023 $13.5M $17.4M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 33 $13M
2023 1 31 $17M

Dalton Investments, LLC filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$230K
Employer EIN954736598
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Dalton Investments, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Dalton Investments, LLC 401(k) Plan and Trust, Total assets ($B): 0.013498263 · Participants: 33Dalton Investments, LLC 401(k) 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
Dalton Investments, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Dalton Investments, LLC 401(k) Plan and Trust side-by-side with 3 peers →

Dalton Investments, LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Co-Op 401(k) Plan in WI ($13M); by covered participants it is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Dalton Investments, LLC 401(k) Plan and Trust assets move in 2022? ▼
Dalton Investments, LLC 401(k) Plan and Trust edged down modestly - down 1.7% during 2022, from $14M to $13M. Reported net income was -$230K.
How have Dalton Investments, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Dalton Investments, LLC's sponsor-wide assets grew 29.2%, from $13M to $17M.
Which 401(k) plans are similar in size to Dalton Investments, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Co-Op 401(k) Plan in WI ($13M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Dalton Investments, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants, $57K 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 954736598.

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.