401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$84M
Total assets: 150
Participants: 90th
Percentile by assets: $556,881
Avg per participant

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.

90th percentile by assets (of 127,072 plans)
#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.

$84M
total plan assets (2023 EOY): 150
covered participants: 90th
percentile by assets (of 127,072 plans): $556,881
avg assets per participant

Where Diamond Hill Investment Group 401(k) Plan and Trust sits 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

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 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 →

State

Ohio

Industry

Finance & Insurance

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Diamond Hill Investment Group 401(k) Plan and Trust reports 150 participants - about 20% of that state average ($84M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$71M
Net Assets (End of Year)	$84M
Net Income	$12M
Employer EIN	650190407
Plan Effective Date	1998-03-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Diamond Hill Investment Group, Inc. plans on file

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

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Diamond Hill Investment Group 401(k) Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Diamond Hill Investment Group 401(k) Plan and Trust by total assets, not by location.

Jewelers Mutual Insurance Company Savings Plus (WI) $84M · 446
Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan (NY) $84M · 4,222
Richline Group, Inc. 401(k) Profit Sharing Plan (NY) $84M · 971
Campbell Companies 401(k) Profit Sharing Plan and Trust (UT) $84M · 544

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).

Next read for Diamond Hill Investment Group 401(k) Pla…

Filing takeaways

Ways to act on Diamond Hill Investment Group 401(k) Plan and Trust's numbers.

By total assets, Diamond Hill Investment Group 401(k) Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Diamond Hill Investment Group, Inc.'s sponsor-wide assets have grown 32.6% 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 650190407.