401(k) · DOL Form 5500 · 2024

Causeway Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
101
Participants Small participant base
89th
Percentile by assets National rank
$787,627
Avg per participant High balance/head
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Official DOL plan name: Causeway Capital Management LLC 401(k) and Profit Sharing Plan · Sponsored by Causeway Capital Management LLC · California · Finance & Insurance

$80M in assets, 101 participants

Causeway Capital Management LLC's Causeway Capital Management LLC 401(k) and Profit Sharing Plan reported $80M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,048 in Finance & Insurance (8,549 peers)

Coverage in California

Causeway Capital Management LLC 401(k) and Profit Sharing Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $80M.

#7,048
in Finance & Insurance (8,549 peers)
+19.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Causeway Capital Management LLC 401(k) and Profit Sharing Plan's outsized position by total assets

Causeway Capital Management LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$79,550,375 Top 11% higher than 89% of 123,620 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 2024

Causeway Capital Management LLC 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Causeway Capital Management LLC 401(k) and Profit Sharing Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Causeway Capital Management LLC 401(k) and Profit Sharing Plan end-of-year assets rose from $66M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Causeway Capital Management LLC 401(k) and Profit Sharing Plan reported net income fell from $16M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Causeway Capital Management LLC 401(k) and Profit Sharing Plan reported participants rose from 93 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954861680 · Causeway Capital Management LLC PY 2024 · 401(k)

Causeway Capital Management LLC 401(k) and Profit Sharing Plan · $80M · 101 · 89th

  • PCT $80M
  • EIN 101
  • RANK 89th
  • PHOTO 401(k)
  • IND near Horton Holding, Inc. Retirement Savings Plan
  • EOY ind #7048

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 →

Causeway Capital Management LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Mound Cotton Wollan & Greengrass LLP 401(k) PlanMound Cotton Wollan & Greeng…$80MFarrell Fritz, P.C. 401(k) Profit Sharing PlanFarrell Fritz, P.C. 401(k) P…$80MCauseway Capital Management LLC 401(k) and Profit Sharing PlanCauseway Capital Management …$80MHorton Holding, Inc. Retirement Savings PlanHorton Holding, Inc. Retirem…$80MCbl & Associates Management, Inc. 401(k) Profit Sharing PlanCbl & Associates Management,…$80M
End-of-year total assets ($M) among Causeway Capital Management LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$80M
Net Income$13M
Employer EIN954861680
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Causeway Capital Management LLC)

Sponsor-wide plan assets over time

All Causeway Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$80M 56.816955675043836% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $50.7M $79.6M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 96 $51M
2023 1 93 $66M
2024 1 101 $80M

Nearby 401(k) Plans in California

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

Causeway Capital Management LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Causeway Capital Management LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.079550375 · Participants: 101Causeway Capital Management LLC 401(k) and Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Causeway Capital Management LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Causeway Capital Management LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Causeway Capital Management LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Horton Holding, Inc. Retirement Savings Plan in MN ($80M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Causeway Capital Management LLC 401(k) and Profit Sharing Plan assets move in 2024? ▼
Causeway Capital Management LLC 401(k) and Profit Sharing Plan grew sharply - up 19.7% during 2024, from $66M to $80M. Reported net income was $13M.
How have Causeway Capital Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Causeway Capital Management LLC's sponsor-wide assets grew 56.8%, from $51M to $80M.
Where does Causeway Capital Management LLC 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Causeway Capital Management LLC 401(k) and Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Causeway Capital Management LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horton Holding, Inc. Retirement Savings Plan in MN ($80M, 408 participants).
Which 401(k) plans cover a similar participant headcount to Causeway Capital Management LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phh 401(k) Plan in TX (101 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954861680.

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.