401(k) · DOL Form 5500 · 2023
Dodge & Cox 401(k) Plan
Data updated 2026-08-11
- $317M
- Total assets
- 322
- Participants
- 96th
- Percentile by assets
- $984,899
- Avg per participant
Official DOL plan name: Dodge & Cox Profit Sharing Plan · Sponsored by Dodge & Cox · California · Finance & Insurance
$317M in assets, 322 participants
Dodge & Cox's Dodge & Cox Profit Sharing Plan reported $317M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,323 in Finance & Insurance (8,869 peers)
Where Dodge & Cox Profit Sharing Plan sits by assets
Dodge & Cox Profit Sharing Plan sits in the top 5% of all filed plans by assets, $317M for 322 participants (~$984,899/participant), up 18.2% in 2023.
- $317M
- total plan assets (2023 EOY)
- 322
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $984,899
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dodge & Cox Profit Sharing Plan reported net income rose from -$48M in the plan year 2022 filing to $49M in the plan year 2023 filing.
- Dodge & Cox Profit Sharing Plan end-of-year assets rose from $268M in the plan year 2022 filing to $317M in the plan year 2023 filing.
- Dodge & Cox Profit Sharing Plan reported participants rose from 312 in the plan year 2022 filing to 322 in the plan year 2023 filing.
Dodge & Cox Profit Sharing Plan vs the 2023 asset distribution
By assets, Dodge & Cox Profit Sharing Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $268M |
|---|---|
| Net Assets (End of Year) | $317M |
| Net Income | $49M |
| Employer EIN | 941441976 |
| Plan Effective Date | 1960-01-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dodge & Cox)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 312 | $268M |
| 2023 | 1 | 322 | $317M |
| 2024 | 1 | 346 | $356M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Dodge & Cox Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Dodge & Cox Profit Sharing Plan by total assets, not by location.
- Eg America Employee Savings Plan (MA) $317M · 15,056
- Aaa Northeast Retirement Plan (RI) $317M · 3,168
- Midmark Corporation 401(k) Savings Plan (OH) $317M · 2,032
- Hexion Inc. Retirement Savings Plan (OH) $317M · 726
Frequently Asked Questions
How did Dodge & Cox Profit Sharing Plan assets move in 2023? ▼
How have Dodge & Cox plan assets changed over time? ▼
Where does Dodge & Cox Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Dodge & Cox Profit Sharing Plan? ▼
Next read for Dodge & Cox Profit Sharing Plan
Scale reading
Ways to act on Dodge & Cox Profit Sharing Plan's numbers.
- By total assets, Dodge & Cox 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 California. Compare plans
- Dodge & Cox's sponsor-wide assets have grown 32.6% since 2022 across 3 plan years on file. More Finance & Insurance plans