Civic Intelligence

Dimensional Investment LLC

Plan context: Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan

EIN 27-1346874 • Austin, TX • 32 filings • 4 plans

6300 Bee Cave RoadBuilding OneAustin, TX 78746
Current Snapshot

Latest Year

2024

2024 Participants

1,234

2024 Assets

$450,445,839

2024 Contributions

$37,791,077

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$450,445,839$225,222,920$0200920172024YearValue
$450,445,839Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,2716360200920172024YearValue
1,234Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202421,234$450,445,839$37,791,077$30,625iApproximate average salary by contribution assumption: employee only about $765,621 at 4% or $510,414 at 6%; with 50% employer match about $510,414 at 4% or $340,276 at 6%; with 100% employer match about $382,811 at 4% or $255,207 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-1,226$450,445,839$37,791,077$30,825iApproximate average salary by contribution assumption: employee only about $770,617 at 4% or $513,745 at 6%; with 50% employer match about $513,745 at 4% or $342,497 at 6%; with 100% employer match about $385,309 at 4% or $256,872 at 6%.
Dimensional Investment LLC Health and Welfare Plan-1,234---
202321,271$385,641,202$36,809,569$28,961iApproximate average salary by contribution assumption: employee only about $724,028 at 4% or $482,685 at 6%; with 50% employer match about $482,685 at 4% or $321,790 at 6%; with 100% employer match about $362,014 at 4% or $241,343 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-1,271$385,641,202$36,809,569$28,961iApproximate average salary by contribution assumption: employee only about $724,028 at 4% or $482,685 at 6%; with 50% employer match about $482,685 at 4% or $321,790 at 6%; with 100% employer match about $362,014 at 4% or $241,343 at 6%.
Dimensional Investment LLC Health and Welfare Plan-1,265---
202221,173$310,241,967$27,356,085$23,321iApproximate average salary by contribution assumption: employee only about $583,037 at 4% or $388,691 at 6%; with 50% employer match about $388,691 at 4% or $259,127 at 6%; with 100% employer match about $291,518 at 4% or $194,346 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-1,173$310,241,967$27,356,085$23,321iApproximate average salary by contribution assumption: employee only about $583,037 at 4% or $388,691 at 6%; with 50% employer match about $388,691 at 4% or $259,127 at 6%; with 100% employer match about $291,518 at 4% or $194,346 at 6%.
Dimensional Investment LLC Health and Welfare Plan-1,165---
202121,097$339,420,405$27,274,856$24,863iApproximate average salary by contribution assumption: employee only about $621,578 at 4% or $414,386 at 6%; with 50% employer match about $414,386 at 4% or $276,257 at 6%; with 100% employer match about $310,789 at 4% or $207,193 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-1,097$339,420,405$27,274,856$24,863iApproximate average salary by contribution assumption: employee only about $621,578 at 4% or $414,386 at 6%; with 50% employer match about $414,386 at 4% or $276,257 at 6%; with 100% employer match about $310,789 at 4% or $207,193 at 6%.
Dimensional Investment LLC Health and Welfare Plan-1,027---
202021,130$274,873,140$25,446,076$22,519iApproximate average salary by contribution assumption: employee only about $562,966 at 4% or $375,311 at 6%; with 50% employer match about $375,311 at 4% or $250,207 at 6%; with 100% employer match about $281,483 at 4% or $187,655 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-1,130$274,873,140$25,446,076$22,519iApproximate average salary by contribution assumption: employee only about $562,966 at 4% or $375,311 at 6%; with 50% employer match about $375,311 at 4% or $250,207 at 6%; with 100% employer match about $281,483 at 4% or $187,655 at 6%.
Dimensional Investment LLC Health and Welfare Plan-1,070---
201921,121$237,348,304$23,886,511$21,308iApproximate average salary by contribution assumption: employee only about $532,705 at 4% or $355,137 at 6%; with 50% employer match about $355,137 at 4% or $236,758 at 6%; with 100% employer match about $266,353 at 4% or $177,568 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-1,116$237,348,304$23,886,511$21,404iApproximate average salary by contribution assumption: employee only about $535,092 at 4% or $356,728 at 6%; with 50% employer match about $356,728 at 4% or $237,819 at 6%; with 100% employer match about $267,546 at 4% or $178,364 at 6%.
Dimensional Investment LLC Health and Welfare Plan-1,121---
201821,077$184,062,208$21,862,843$20,300iApproximate average salary by contribution assumption: employee only about $507,494 at 4% or $338,329 at 6%; with 50% employer match about $338,329 at 4% or $225,553 at 6%; with 100% employer match about $253,747 at 4% or $169,165 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-1,077$184,062,208$21,862,843$20,300iApproximate average salary by contribution assumption: employee only about $507,494 at 4% or $338,329 at 6%; with 50% employer match about $338,329 at 4% or $225,553 at 6%; with 100% employer match about $253,747 at 4% or $169,165 at 6%.
Dimensional Investment LLC Health and Welfare Plan-986---
20172941$189,862,451$18,345,383$19,496iApproximate average salary by contribution assumption: employee only about $487,391 at 4% or $324,927 at 6%; with 50% employer match about $324,927 at 4% or $216,618 at 6%; with 100% employer match about $243,695 at 4% or $162,464 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-941$189,862,451$18,345,383$19,496iApproximate average salary by contribution assumption: employee only about $487,391 at 4% or $324,927 at 6%; with 50% employer match about $324,927 at 4% or $216,618 at 6%; with 100% employer match about $243,695 at 4% or $162,464 at 6%.
Dimensional Investment LLC Health and Welfare Plan-928---
20162851$148,285,342$16,889,681$19,847iApproximate average salary by contribution assumption: employee only about $496,172 at 4% or $330,781 at 6%; with 50% employer match about $330,781 at 4% or $220,521 at 6%; with 100% employer match about $248,086 at 4% or $165,391 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-851$148,285,342$16,889,681$19,847iApproximate average salary by contribution assumption: employee only about $496,172 at 4% or $330,781 at 6%; with 50% employer match about $330,781 at 4% or $220,521 at 6%; with 100% employer match about $248,086 at 4% or $165,391 at 6%.
Dimensional Investment LLC Health and Welfare Plan-830---
20152753$116,968,795$13,994,330$18,585iApproximate average salary by contribution assumption: employee only about $464,619 at 4% or $309,746 at 6%; with 50% employer match about $309,746 at 4% or $206,497 at 6%; with 100% employer match about $232,310 at 4% or $154,873 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-753$116,968,795$13,994,330$18,585iApproximate average salary by contribution assumption: employee only about $464,619 at 4% or $309,746 at 6%; with 50% employer match about $309,746 at 4% or $206,497 at 6%; with 100% employer match about $232,310 at 4% or $154,873 at 6%.
Dimensional Investment LLC Health and Welfare Plan-720---
20142636$117,444,788$10,723,136$16,860iApproximate average salary by contribution assumption: employee only about $421,507 at 4% or $281,005 at 6%; with 50% employer match about $281,005 at 4% or $187,336 at 6%; with 100% employer match about $210,753 at 4% or $140,502 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-636$117,444,788$10,723,136$16,860iApproximate average salary by contribution assumption: employee only about $421,507 at 4% or $281,005 at 6%; with 50% employer match about $281,005 at 4% or $187,336 at 6%; with 100% employer match about $210,753 at 4% or $140,502 at 6%.
Dimensional Investment LLC Health and Welfare Plan-598---
20132555$105,148,559$10,247,142$18,463iApproximate average salary by contribution assumption: employee only about $461,583 at 4% or $307,722 at 6%; with 50% employer match about $307,722 at 4% or $205,148 at 6%; with 100% employer match about $230,791 at 4% or $153,861 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-555$105,148,559$10,247,142$18,463iApproximate average salary by contribution assumption: employee only about $461,583 at 4% or $307,722 at 6%; with 50% employer match about $307,722 at 4% or $205,148 at 6%; with 100% employer match about $230,791 at 4% or $153,861 at 6%.
Dimensional Investment LLC Health and Welfare Plan-502---
20122501$81,110,088$9,074,349$18,112iApproximate average salary by contribution assumption: employee only about $452,812 at 4% or $301,875 at 6%; with 50% employer match about $301,875 at 4% or $201,250 at 6%; with 100% employer match about $226,406 at 4% or $150,937 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-501$81,110,088$9,074,349$18,112iApproximate average salary by contribution assumption: employee only about $452,812 at 4% or $301,875 at 6%; with 50% employer match about $301,875 at 4% or $201,250 at 6%; with 100% employer match about $226,406 at 4% or $150,937 at 6%.
Dimensional Investment LLC Health and Welfare Plan-443---
20112442$62,064,302$8,402,267$19,010iApproximate average salary by contribution assumption: employee only about $475,241 at 4% or $316,828 at 6%; with 50% employer match about $316,828 at 4% or $211,218 at 6%; with 100% employer match about $237,621 at 4% or $158,414 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-436$62,064,302$8,402,267$19,271iApproximate average salary by contribution assumption: employee only about $481,781 at 4% or $321,188 at 6%; with 50% employer match about $321,188 at 4% or $214,125 at 6%; with 100% employer match about $240,891 at 4% or $160,594 at 6%.
Dimensional Investment LLC Health and Welfare Plan-442---
20103432$59,966,539$7,440,320$17,223iApproximate average salary by contribution assumption: employee only about $430,574 at 4% or $287,049 at 6%; with 50% employer match about $287,049 at 4% or $191,366 at 6%; with 100% employer match about $215,287 at 4% or $143,525 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-379$59,966,539$7,440,320$19,631iApproximate average salary by contribution assumption: employee only about $490,786 at 4% or $327,191 at 6%; with 50% employer match about $327,191 at 4% or $218,127 at 6%; with 100% employer match about $245,393 at 4% or $163,595 at 6%.
DIMENSIONAL INVESTMENT LLC FLEXIBLE BENEFIT PLAN-214---
Dimensional Investment LLC Health and Welfare Plan-432---
20091340$45,358,988$6,031,527$17,740iApproximate average salary by contribution assumption: employee only about $443,495 at 4% or $295,663 at 6%; with 50% employer match about $295,663 at 4% or $197,109 at 6%; with 100% employer match about $221,747 at 4% or $147,832 at 6%.
Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan-340$45,358,988$6,031,527$17,740iApproximate average salary by contribution assumption: employee only about $443,495 at 4% or $295,663 at 6%; with 50% employer match about $295,663 at 4% or $197,109 at 6%; with 100% employer match about $221,747 at 4% or $147,832 at 6%.