401(k) · DOL Form 5500 · 2024
Dimensional Investment LLC 401(k) Plan
Data updated 2026-08-25
- $450M
- Total assets Above avg plan size
- 1,306
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $344,905
- Avg per participant High balance/head
Official DOL plan name: Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan · Sponsored by Dimensional Investment LLC · Texas · Finance & Insurance
$450M in assets, 1,306 participants
Dimensional Investment LLC's Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan reported $450M in total assets and 1,306 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,087 in Finance & Insurance (8,549 peers)
Where Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan sits by assets
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $450M for 1,306 participants (~$344,905/participant), up 16.8% in 2024.
- #8,087
- in Finance & Insurance (8,549 peers)
- +16.8%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan's outsized position by total assets
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$450,445,839 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan lands in the large band (1,306 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan end-of-year assets rose from $386M in the plan year 2023 filing to $450M in the plan year 2024 filing.
- Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan reported net income fell from $75M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan reported participants rose from 1,184 in the plan year 2023 filing to 1,306 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 271346874 · Dimensional Investment LLC PY 2024 · 401(k)
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan · $450M · 1,306 · 97th
- BOOK $450M
- BOOK 1,306
- BOOK 97th
- BOOK 401(k)
- BOOK near Lg Electronics Retirement Plan
- BOOK ind #8087
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 Texas →
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $386M |
|---|---|
| Net Assets (End of Year) | $450M |
| Net Income | $65M |
| Employer EIN | 271346874 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dimensional Investment LLC)
Sponsor-wide plan assets over time
All Dimensional Investment LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $450M 45.191781549012674% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,130 | $310M |
| 2023 | 1 | 1,184 | $386M |
| 2024 | 1 | 1,306 | $450M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Lg Electronics Retirement Plan in NJ ($450M); by covered participants it is Sarnova Hc, LLC Profit Sharing Plan and Trust in OH (1,306 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($450M here).
- Lg Electronics Retirement Plan (NJ) $450M · 3,020
- Jtekt North America 401(k) Retirement Plan (SC) $450M · 4,379
- Advantest America, Inc. Saving Plan (CA) $450M · 1,283
- Tennant Company Retirement Savings Plan (MN) $450M · 1,889
Similar participant headcount
Nearest other-state filings by covered participants (1,306 participants); asset peers above are excluded.
- Sarnova Hc, LLC Profit Sharing Plan and Trust (OH) 1,306 · 0 off
- Beverage Distribution Savings Plan (NJ) 1,306 · 0 off
- David Volkert & Associates, Inc. 401(k) Retirement Savings Plan (AL) 1,306 · 0 off
- Salem Media Group, Inc. Employees 401(k) Plan (CA) 1,305 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.