401(k) · DOL Form 5500 · 2022

Diamond Hill Investment Group 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
156
Participants Small participant base
91st
Percentile by assets National rank
$455,404
Avg per participant High balance/head
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Official DOL plan name: Diamond Hill Investment Group 401(k) Plan and Trust · Sponsored by Diamond Hill Investment Group · Ohio · Finance & Insurance

$71M in assets, 156 participants

Diamond Hill Investment Group's Diamond Hill Investment Group 401(k) Plan and Trust reported $71M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,865 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Diamond Hill Investment Group 401(k) Plan and Trust covers 156 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $71M.

#7,865
in Finance & Insurance (9,261 peers)
-8.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Diamond Hill Investment Group 401(k) Plan and Trust's outsized position by total assets

Diamond Hill Investment Group 401(k) Plan and Trust vs every filed plan by assets

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

$71,043,023 Top 9% higher than 91% 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

Diamond Hill Investment Group 401(k) 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. Diamond Hill Investment Group 401(k) Plan and Trust sits mid-pack in the medium band (156 participants).

DOL schedule card

Filing strip 650190407 · Diamond Hill Investment Group PY 2022 · 401(k)

Diamond Hill Investment Group 401(k) Plan and Trust · $71M · 156 · 91st

  • TYPE $71M
  • TYPE 156
  • TYPE 91st
  • TYPE 401(k)
  • TYPE near Joe Gibbs Racing 401(k) Savings Plan
  • TYPE ind #7865

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 Ohio →

Diamond Hill Investment Group 401(k) Plan and Trust in the asset neighbourhood

Alithya USA, Inc. 401(k) Savings PlanAlithya USA, Inc. 401(k) Sav…$71MMission Federal Credit Union Employees' 401(k) PlanMission Federal Credit Union…$71MDiamond Hill Investment Group 401(k) Plan and TrustDiamond Hill Investment Grou…$71MJoe Gibbs Racing 401(k) Savings PlanJoe Gibbs Racing 401(k) Savi…$71MOliff PLC Profit Sharing Plan$71M
End-of-year total assets ($M) among Diamond Hill Investment Group 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$71M
Net Income-$7M
Employer EIN650190407
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Diamond Hill Investment Group)

Sponsor-wide plan assets over time

All Diamond Hill Investment Group plans reported in each filing year

Latest sponsor-wide plan assets
$94M 32.58025633284215% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71M $94.2M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 156 $71M
2023 1 150 $84M
2024 1 128 $94M

Nearby 401(k) Plans in Ohio

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

Diamond Hill Investment Group 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Diamond Hill Investment Group 401(k) Plan and Trust, Total assets ($B): 0.071043023 · Participants: 156Diamond Hill Investment Group 401(k) Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Diamond Hill Investment Group 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Diamond Hill Investment Group 401(k) Plan and Trust side-by-side with 3 peers →

Diamond Hill Investment Group 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Joe Gibbs Racing 401(k) Savings Plan in NC ($71M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($71M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Diamond Hill Investment Group 401(k) Plan and Trust assets move in 2022? ▼
Diamond Hill Investment Group 401(k) Plan and Trust pulled back noticeably - down 8.8% during 2022, from $78M to $71M. Reported net income was -$7M.
How have Diamond Hill Investment Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diamond Hill Investment Group's sponsor-wide assets grew 32.6%, from $71M to $94M.
Where does Diamond Hill Investment Group 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Diamond Hill Investment Group 401(k) Plan and Trust ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Diamond Hill Investment Group 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Joe Gibbs Racing 401(k) Savings Plan in NC ($71M, 446 participants).
Which 401(k) plans cover a similar participant headcount to Diamond Hill Investment Group 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K 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 650190407.

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.