401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$94M
Total assets Below avg plan size
128
Participants Small participant base
90th
Percentile by assets National rank
$735,852
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

$94M in assets, 128 participants

Diamond Hill Investment Group, Inc.'s Diamond Hill Investment Group 401(k) Plan and Trust reported $94M in total assets and 128 participants in its 2024 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.

  • #7,221 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Diamond Hill Investment Group 401(k) Plan and Trust covers 128 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $94M.

#7,221
in Finance & Insurance (8,549 peers)
+12.8%
assets growth YoY
0.9×
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 2024 · DOL Form 5500

$94,189,022 Top 10% higher than 90% 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

Diamond Hill Investment Group 401(k) Plan and Trust 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. Diamond Hill Investment Group 401(k) Plan and Trust sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Diamond Hill Investment Group 401(k) Plan and Trust reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Diamond Hill Investment Group 401(k) Plan and Trust reported participants fell from 150 in the plan year 2023 filing to 128 in the plan year 2024 filing.
  • Diamond Hill Investment Group 401(k) Plan and Trust end-of-year assets rose from $84M in the plan year 2023 filing to $94M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 650190407 · Diamond Hill Investment Group, Inc. PY 2024 · 401(k)

Diamond Hill Investment Group 401(k) Plan and Trust · $94M · 128 · 90th

  • PART $94M
  • TYPE 128
  • NET 90th
  • BOOK 401(k)
  • VS-ST near Carrollton Bank Employees 401(k) and Profit Sharing Plan
  • BOY ind #7221

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

Connexus Energy Retirement Savings PlanConnexus Energy Retirement S…$94MDiamond Hill Investment Group 401(k) Plan and TrustDiamond Hill Investment Grou…$94MCarrollton Bank Employees 401(k) and Profit Sharing PlanCarrollton Bank Employees 40…$94MMoses & Singer LLP Plan for Savings and InvestmentMoses & Singer LLP Plan for …$94MDart Container Sales Company, LLC Employee Profit Sharing PlanDart Container Sales Company…$94M
End-of-year total assets ($M) among Diamond Hill Investment Group 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$94M
Net Income$11M
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 -505101520 Total assets ($B) Participants Diamond Hill Investment Group 401(k) Plan and Trust, Total assets ($B): 0.094189022 · Participants: 128Diamond Hill Investment Group 401(k) Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement 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 Carrollton Bank Employees 401(k) and Profit Sharing Plan in IL ($94M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Diamond Hill Investment Group 401(k) Plan and Trust assets move in 2024? ▼
Diamond Hill Investment Group 401(k) Plan and Trust grew at a solid clip - up 12.8% during 2024, from $84M to $94M. Reported net income was $11M.
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 123,622 plans that reported assets for plan year 2024 (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 Carrollton Bank Employees 401(k) and Profit Sharing Plan in IL ($94M, 285 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 Kingland Systems, LLC 401(k) Plan in IA (128 participants, $18M 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 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.