Retirement plan

DODGE & COX PROFIT SHARING PLAN

Name: DODGE & COX - DODGE & COX PROFIT SHARING PLAN (2024) Form 5500
Creator: DODGE & COX
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DODGE & COX PROFIT SHARING PLAN, DODGE & COX

DODGE & COXEIN 94-1441976Plan #002PY 2024

555 CALIFORNIA STREET, 40TH FLOOR - SAN FRANCISCO, CA 94104415-981-1710dodgeandcox.comLinkedIn201-500 employeesinvestment management

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$355.8M

+12.2% from 2023

Total participants

391

+5.1% from 2023

Average account balance

$912,271

+7.0% from 2023

Annual return

9.79%

-6.72 pp from 2023

Benchmarks

See 1,550 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants250-999

Cohort1,550 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$355.79M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$912K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

390

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$59K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$172

$0 / participant

Recordkeeping$172100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PRICEWATERHOUSECOOPERS LLP
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$912,271

$129,095+606.7%

$184,185+395.3%

$77,692+1074.2%

Participation rate

99.7%

87.3%+12.4pp

86.8%+12.9pp

70.6%+29.1pp

Annual return

9.79%

33.29%-23.5pp

28.81%-19.0pp

31.25%-21.5pp

Employer contribution / active EE

$40,707

$4,410+823.1%

$6,426+533.5%

$2,726+1393.2%

Participant deferral / active EE

$18,258

$7,300+150.1%

$9,132+99.9%

$4,648+292.8%

Admin fee / account holder

$256-99.8%

$13,909-100.0%

$431-99.9%

DODGE & COX PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DODGE & COX PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion