Plan5500

Dimensional Investment LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dimensional Investment LLC (EIN 27-1346874) is a plan sponsor located in Austin, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-1346874
Location
Austin, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Dimensional Investment LLC

  • 2 loaded plans hold $385.6M in reported assets.
  • The largest, Dimensional Fund Advisors Deferred Compensation And Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,988 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$385.6MSummed across loaded plans$385,641,202
Total reported assets$385.6M$385,641,202
Total reported participants3K2,988
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$385.6M total assets
Net assets$385.6MLiabilities—
Contributions & income
Employer contributions$12.3M
Participant contributions$19.7M
Total income / additions$92.4M
Expenses & distributions
Benefits paid / distributions$17M
Total expenses$17M
Net increase / (decrease)$75.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Dimensional Fund Advisors Deferred Compensation And Profit Sharing Plan
Participants per plan1,494Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Dimensional Fund Advisors Deferred Compensation And Profit Sharing Plan$385.6M
    Plan #001 · 1,823 participants · 2023
  2. 2
    Dimensional Investment LLC Health And Welfare Plannot reported in the loaded dataset
    Plan #503 · 1,165 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Dimensional Investment LLC. Open one for its full reported snapshot.

  1. 2023
    Dimensional Investment LLC Health And Welfare Plan1,165 participants · 2No schedules
    View filing →
  2. 2023
    Dimensional Fund Advisors Deferred Compensation And Profit Sharing Plan1,823 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Dimensional Investment LLC report on Form 5500?
Dimensional Investment LLC (EIN 27-1346874) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Dimensional Investment LLC?
The Employer Identification Number (EIN) reported for Dimensional Investment LLC is 27-1346874.
What is the latest Form 5500 filing year for Dimensional Investment LLC?
The latest loaded Form 5500 filing year for Dimensional Investment LLC is 2023.

Related Form 5500 pages