401(k) · DOL Form 5500 · 2023

Diamond Hill Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
150
Participants Small participant base
90th
Percentile by assets National rank
$556,881
Avg per participant High balance/head
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Official DOL plan name: Diamond Hill Investment Group 401(k) Plan and Trust · Sponsored by Diamond Hill Investment Group, Inc. · Ohio · Finance & Insurance

$84M in assets, 150 participants

Diamond Hill Investment Group, Inc.'s Diamond Hill Investment Group 401(k) Plan and Trust reported $84M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,511 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Diamond Hill Investment Group 401(k) Plan and Trust covers 150 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $84M.

#7,511
in Finance & Insurance (8,869 peers)
+17.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Diamond Hill Investment Group 401(k) Plan and Trust's outsized position by total assets

Diamond Hill Investment Group 401(k) Plan and Trust vs every filed plan by assets

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

$83,532,171 Top 10% higher than 90% 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

Diamond Hill Investment Group 401(k) Plan and Trust 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. Diamond Hill Investment Group 401(k) Plan and Trust sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Diamond Hill Investment Group 401(k) Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Diamond Hill Investment Group 401(k) Plan and Trust end-of-year assets rose from $71M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Diamond Hill Investment Group 401(k) Plan and Trust reported participants fell from 156 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 650190407 · Diamond Hill Investment Group, Inc. PY 2023 · 401(k)

Diamond Hill Investment Group 401(k) Plan and Trust · $84M · 150 · 90th

  • RANK $84M
  • RANK 150
  • RANK 90th
  • RANK 401(k)
  • RANK near Jewelers Mutual Insurance Company Savings Plus
  • RANK ind #7511

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 Ohio →

Diamond Hill Investment Group 401(k) Plan and Trust in the asset neighbourhood

Richline Group, Inc. 401(k) Profit Sharing PlanRichline Group, Inc. 401(k) …$84MJewelers Mutual Insurance Company Savings PlusJewelers Mutual Insurance Co…$84MDiamond Hill Investment Group 401(k) Plan and TrustDiamond Hill Investment Grou…$84MIvyrehab Physical Therapy PLLC 401(k) Profit Sharing PlanIvyrehab Physical Therapy PL…$84MCampbell Companies 401(k) Profit Sharing Plan and TrustCampbell Companies 401(k) Pr…$84M
End-of-year total assets ($M) among Diamond Hill Investment Group 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$84M
Net Income$12M
Employer EIN650190407
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Diamond Hill Investment Group, Inc.)

Sponsor-wide plan assets over time

All Diamond Hill Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 32.58025633284215% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71M $94.2M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 156 $71M
2023 1 150 $84M
2024 1 128 $94M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Diamond Hill Investment Group 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Diamond Hill Investment Group 401(k) Plan and Trust, Total assets ($B): 0.083532171 · Participants: 150Diamond Hill Investment Group 401(k) Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Diamond Hill Investment Group 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Diamond Hill Investment Group 401(k) Plan and Trust side-by-side with 3 peers →

Diamond Hill Investment Group 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Jewelers Mutual Insurance Company Savings Plus in WI ($84M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Diamond Hill Investment Group 401(k) Plan and Trust assets move in 2023? ▼
Diamond Hill Investment Group 401(k) Plan and Trust grew sharply - up 17.6% during 2023, from $71M to $84M. Reported net income was $12M.
How have Diamond Hill Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diamond Hill Investment Group, Inc.'s sponsor-wide assets grew 32.6%, from $71M to $94M.
Where does Diamond Hill Investment Group 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Diamond Hill Investment Group 401(k) Plan and Trust ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Diamond Hill Investment Group 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jewelers Mutual Insurance Company Savings Plus in WI ($84M, 446 participants).
Which 401(k) plans cover a similar participant headcount to Diamond Hill Investment Group 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 650190407.

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.