401(k) · DOL Form 5500 · 2024
Dimensional Investment LLC 401(k) Plan
Data updated 2026-08-11
- $450M
- Total assets
- 1,306
- Participants
- 97th
- Percentile by assets
- $344,905
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $450M
- total plan assets (2024 EOY)
- 1,306
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $344,905
- avg assets per participant
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.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan vs the 2024 asset distribution
By assets, Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.5x the national average plan size of $100M (721 average participants).
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)
| 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.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan assets move in 2024? ▼
How have Dimensional Investment LLC plan assets changed over time? ▼
Where does Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for Dimensional Fund Advisors Deferred Compe…
Scale reading
Ways to act on Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan's numbers.
- By total assets, Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Dimensional Investment LLC's sponsor-wide assets have grown 45.2% since 2022 across 3 plan years on file. More Finance & Insurance plans