401(k) · DOL Form 5500 · 2023

Dodge & Cox 401(k) Plan

Data updated 2026-08-25

$317M
Total assets Above avg plan size
322
Participants Below avg headcount
96th
Percentile by assets National rank
$984,899
Avg per participant High balance/head
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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.

  • #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.

#8,323
in Finance & Insurance (8,869 peers)
+18.2%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Dodge & Cox Profit Sharing Plan's outsized position by total assets

Dodge & Cox Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$317,137,358 Top 4% higher than 96% 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

Dodge & Cox Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dodge & Cox Profit Sharing Plan sits mid-pack in the medium band (322 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941441976 · Dodge & Cox PY 2023 · 401(k)

Dodge & Cox Profit Sharing Plan · $317M · 322 · 96th

  • ASSETS $317M
  • PCT 322
  • EIN 96th
  • RANK 401(k)
  • PHOTO near Eg America Employee Savings Plan
  • IND ind #8323

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 California →

Dodge & Cox Profit Sharing Plan in the asset neighbourhood

Hexion Inc. Retirement Savings PlanHexion Inc. Retirement Savin…$317MEg America Employee Savings PlanEg America Employee Savings …$317MDodge & Cox Profit Sharing PlanDodge & Cox Profit Sharing P…$317MAaa Northeast Retirement Plan$317MMidmark Corporation 401(k) Savings PlanMidmark Corporation 401(k) S…$317M
End-of-year total assets ($M) among Dodge & Cox Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$268M
Net Assets (End of Year)$317M
Net Income$49M
Employer EIN941441976
Plan Effective Date1960-01-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Dodge & Cox)

Sponsor-wide plan assets over time

All Dodge & Cox plans reported in each filing year

Latest sponsor-wide plan assets
$356M 32.643668230218964% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $268M $356M ▲ +32.6%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Dodge & Cox Profit Sharing Plan, Total assets ($B): 0.317137358 · Participants: 322Dodge & Cox Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Dodge & Cox Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Dodge & Cox Profit Sharing Plan side-by-side with 3 peers →

Dodge & Cox Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Eg America Employee Savings Plan in MA ($317M); by covered participants it is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($317M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Dodge & Cox Profit Sharing Plan assets move in 2023? ▼
Dodge & Cox Profit Sharing Plan grew sharply - up 18.2% during 2023, from $268M to $317M. Reported net income was $49M.
How have Dodge & Cox plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dodge & Cox's sponsor-wide assets grew 32.6%, from $268M to $356M.
Where does Dodge & Cox Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Dodge & Cox Profit Sharing Plan ranks in the 96th 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 Dodge & Cox Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eg America Employee Savings Plan in MA ($317M, 15,056 participants).
Which 401(k) plans cover a similar participant headcount to Dodge & Cox Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants, $123M 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 941441976.

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.