401(k) · DOL Form 5500 · 2023

Dalton Investments, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
31
Participants Small participant base
70th
Percentile by assets National rank
$562,682
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 · Nevada · Finance & Insurance

$17M in assets, 31 participants

Dalton Investments, LLC's Dalton Investments, LLC 401(k) Plan and Trust reported $17M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,958 in Finance & Insurance (8,869 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 $17M / 31 participants.

#4,958
in Finance & Insurance (8,869 peers)
+29.2%
assets growth YoY

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 2023 · DOL Form 5500

$17,443,145 Top 30% higher than 70% of 127,068 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 2023

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

Plan-year 2023 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 (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dalton Investments, LLC 401(k) Plan and Trust reported net income rose from -$230K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Dalton Investments, LLC 401(k) Plan and Trust end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Dalton Investments, LLC 401(k) Plan and Trust reported participants fell from 33 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954736598 · Dalton Investments, LLC PY 2023 · 401(k)

Dalton Investments, LLC 401(k) Plan and Trust · $17M · 31 · 70th

  • BOOK $17M
  • VS-ST 31
  • BOY 70th
  • SCH 401(k)
  • EBSA near Banner Service Corporation 401(k) Plan
  • PART ind #4958

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 Nevada →

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

Dalton Investments, LLC 401(k) Plan and TrustDalton Investments, LLC 401(…$17MBanner Service Corporation 401(k) PlanBanner Service Corporation 4…$17ME.T. Mackenzie Company Employee Profit Sharing 401(k) PlanE.T. Mackenzie Company Emplo…$17MInsurance Company Supported Organizations 401(k) Savings PlanInsurance Company Supported …$17MMohawk Global Logistics 401(k) PlanMohawk Global Logistics 401(…$17M
End-of-year total assets ($M) among Dalton Investments, LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN954736598
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nevada

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 Nevada, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Dalton Investments, LLC 401(k) Plan and Trust, Total assets ($B): 0.017443145 · Participants: 31Dalton Investments, LLC 401(k) Plan and TrustThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
Dalton Investments, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Nevada, 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 Nevada, the nearest 401(k) by assets is Banner Service Corporation 401(k) Plan in IL ($17M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Dalton Investments, LLC 401(k) Plan and Trust grew sharply - up 29.2% during 2023, from $13M to $17M. Reported net income was $4M.
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 Banner Service Corporation 401(k) Plan in IL ($17M, 363 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 Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M in assets).

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 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.