401(k) · DOL Form 5500 · 2023

Dimensional Investment LLC 401(k) Plan

Data updated 2026-08-11

$386M
Total assets
1,184
Participants
97th
Percentile by assets
$325,710
Avg per participant
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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

$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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$386M
total plan assets (2023 EOY)
1,184
covered participants
97th
percentile by assets (of 127,072 plans)
$325,710
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Texas
Industry
Finance & Insurance

Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan vs the 2023 asset distribution

By assets, Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$310M
Net Assets (End of Year)$386M
Net Income$75M
Employer EIN271346874
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dimensional Investment LLC)

$250M$300M$350M$400M$450M$500M 202220232024 $310M $450M ▲ +45.2%
Total plan assets by year, all Dimensional Investment LLC plans on file
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

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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Dimensional Fund Adv…AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell 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 Compe… side-by-side with 3 peers →

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.

Frequently Asked Questions

How did Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan assets move in 2023? ▼
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan grew sharply - up 24.3% during 2023, from $310M to $386M. Reported net income was $75M.
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 127,072 plans that reported assets for plan year 2023 (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 Co-Op Pension Plan in TN ($386M, 3,299 participants).

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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.