401(k) · DOL Form 5500 · 2023
Dimensional Investment LLC 401(k) Plan
Data updated 2026-08-25
- $386M
- Total assets Above avg plan size
- 1,184
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $325,710
- Avg per participant High balance/head
Official DOL plan name: Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan · Sponsored by Dimensional Investment LLC · Texas · Finance & Insurance
$386M in assets, 1,184 participants
Dimensional Investment LLC's Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan reported $386M in total assets and 1,184 participants in its 2023 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.
- #8,390 in Finance & Insurance (8,869 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, $386M for 1,184 participants (~$325,710/participant), up 24.3% in 2023.
- #8,390
- in Finance & Insurance (8,869 peers)
- +24.3%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$385,641,202 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (1,184 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan reported net income rose from -$29M in the plan year 2022 filing to $75M in the plan year 2023 filing.
- Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan end-of-year assets rose from $310M in the plan year 2022 filing to $386M in the plan year 2023 filing.
- Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan reported participants rose from 1,130 in the plan year 2022 filing to 1,184 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 271346874 · Dimensional Investment LLC PY 2023 · 401(k)
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan · $386M · 1,184 · 97th
- EIN $386M
- RANK 1,184
- PHOTO 97th
- IND 401(k)
- EOY near Co-Op Pension Plan
- 5500 ind #8390
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $310M |
|---|---|
| Net Assets (End of Year) | $386M |
| Net Income | $75M |
| Employer EIN | 271346874 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING 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
| 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.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
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 Co-Op Pension Plan in TN ($386M); by covered participants it is Tista Science and Technology Corporation 401(k) in MD (1,184 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($386M here).
- Co-Op Pension Plan (TN) $386M · 3,299
- Pfizer Savings Plan for Employees Resident in Puerto Rico (PR) $385M · 87
- Insight Global, LLC 401(k) Plan (GA) $386M · 23,704
- Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees (NY) $385M · 932
Similar participant headcount
Nearest other-state filings by covered participants (1,184 participants); asset peers above are excluded.
- Tista Science and Technology Corporation 401(k) (MD) 1,184 · 0 off
- Local 344 Annuity Fund Plan (OK) 1,184 · 0 off
- Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan (TN) 1,184 · 0 off
- Ardurra Retirement Plan (FL) 1,184 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.