401(k) · DOL Form 5500 · 2024

Dodge & Cox 401(k) Plan

Data updated 2026-08-25

$356M
Total assets Above avg plan size
346
Participants Below avg headcount
96th
Percentile by assets National rank
$1.0M
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

$356M in assets, 346 participants

Dodge & Cox's Dodge & Cox Profit Sharing Plan reported $356M in total assets and 346 participants in its 2024 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.

  • #8,016 in Finance & Insurance (8,549 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, $356M for 346 participants (~$1.0M/participant), up 12.2% in 2024.

#8,016
in Finance & Insurance (8,549 peers)
+12.2%
assets growth YoY
3.6×
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 2024 · DOL Form 5500

$355,785,616 Top 4% higher than 96% 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

Dodge & Cox 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. Dodge & Cox Profit Sharing Plan sits mid-pack in the medium band (346 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dodge & Cox Profit Sharing Plan reported net income fell from $49M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Dodge & Cox Profit Sharing Plan end-of-year assets rose from $317M in the plan year 2023 filing to $356M in the plan year 2024 filing.
  • Dodge & Cox Profit Sharing Plan reported participants rose from 322 in the plan year 2023 filing to 346 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 941441976 · Dodge & Cox PY 2024 · 401(k)

Dodge & Cox Profit Sharing Plan · $356M · 346 · 96th

  • ASSETS $356M
  • PCT 346
  • EIN 96th
  • RANK 401(k)
  • PHOTO near Colliers International USA, LLC & Affiliated Employers 401(k) Plan
  • IND ind #8016

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

Brand Share 401(k) Savings & Profit Sharing PlanBrand Share 401(k) Savings &…$356MColliers International USA, LLC & Affiliated Employers 401(k) PlanColliers International USA, …$356MDodge & Cox Profit Sharing PlanDodge & Cox Profit Sharing P…$356MCentral Laborers Annuity Plan$356MBass, Berry & Sims Retirement & Savings PlanBass, Berry & Sims Retiremen…$355M
End-of-year total assets ($M) among Dodge & Cox Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$317M
Net Assets (End of Year)$356M
Net Income$39M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Dodge & Cox Profit Sharing Plan, Total assets ($B): 0.355785616 · Participants: 346Dodge & Cox 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
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 Colliers International USA, LLC & Affiliated Employers 401(k) Plan in WA ($356M); by covered participants it is College Fresh, Inc. Retirement Savings Plan in IL (346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (346 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 Dodge & Cox Profit Sharing Plan assets move in 2024? ▼
Dodge & Cox Profit Sharing Plan grew at a solid clip - up 12.2% during 2024, from $317M to $356M. Reported net income was $39M.
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 123,622 plans that reported assets for plan year 2024 (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 Colliers International USA, LLC & Affiliated Employers 401(k) Plan in WA ($356M, 3,264 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 College Fresh, Inc. Retirement Savings Plan in IL (346 participants, $3M 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 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.