401(k) · DOL Form 5500 · 2024

Dalton Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
32
Participants Small participant base
72nd
Percentile by assets National rank
$675,907
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Dalton Investments 401(k) Plan and Trust · Sponsored by Dalton Investments, Inc. · Nevada · Finance & Insurance

$22M in assets, 32 participants

Dalton Investments, Inc.'s Dalton Investments 401(k) Plan and Trust reported $22M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,887 in Finance & Insurance (8,549 peers)

2024 asset change

Dalton Investments 401(k) Plan and Trust grew sharply 24.0% in 2024 ($17M → $22M) for 32 participants.

#4,887
in Finance & Insurance (8,549 peers)
+24.0%
assets growth YoY

Dalton Investments 401(k) Plan and Trust's outsized position by total assets

Dalton Investments 401(k) Plan and Trust vs every filed plan by assets

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

$21,629,022 Top 28% higher than 72% 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

Dalton Investments 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dalton Investments 401(k) Plan and Trust is a small filing (32 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 843868796 · Dalton Investments, Inc. PY 2024 · 401(k)

Dalton Investments 401(k) Plan and Trust · $22M · 32 · 72nd

  • EOY $22M
  • EOY 32
  • EOY 72nd
  • EOY 401(k)
  • EOY near Paradigm Management Team LLC 401(k) Plan
  • EOY ind #4887

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 Nevada →

Dalton Investments 401(k) Plan and Trust in the asset neighbourhood

Dalton Investments 401(k) Plan and TrustDalton Investments 401(k) Pl…$22MParadigm Management Team LLC 401(k) PlanParadigm Management Team LLC…$22MCary Street Partners Financial LLC 401(k) PlanCary Street Partners Financi…$22MBuilders General Supply Company Employees Savings and Investment PlanBuilders General Supply Comp…$22MEfc International 401(k) Plan$22M
End-of-year total assets ($M) among Dalton Investments 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN843868796
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nevada

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

Dalton Investments 401(k) Plan and Trust vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.522.5 Total assets ($B) Participants Dalton Investments 401(k) Plan and Trust, Total assets ($B): 0.021629022 · Participants: 32Dalton Investments 401(k) Plan and TrustThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.241956368 · Participants: 37719The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.939824866 · Participants: 46859Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.341794728 · Participants: 7327Barrick Retirement PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 1.127663414 · Participants: 21516Eighth District Electrical Pension Fund Annuity PlanNv Energy 401(k) Plan, Total assets ($B): 1.125514142 · Participants: 2669Nv Energy 401(k) Plan
Dalton Investments 401(k) Plan and Trust vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Dalton Investments 401(k) Plan and Trust side-by-side with 3 peers →

Dalton Investments 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Paradigm Management Team LLC 401(k) Plan in FL ($22M); by covered participants it is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Dalton Investments 401(k) Plan and Trust assets move in 2024? ▼
Dalton Investments 401(k) Plan and Trust grew sharply - up 24.0% during 2024, from $17M to $22M. Reported net income was $4M.
Which 401(k) plans are similar in size to Dalton Investments 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Paradigm Management Team LLC 401(k) Plan in FL ($22M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Dalton Investments 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 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 843868796.

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.