Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Dodge & Cox
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 136 retirement plans with 100 or more participants reported paying Dodge & Cox $5,000 or more. Those plans cover 2,507,927 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $35.3M. Per plan, the median was $23.40 per participant, with the middle half of plans between $10.90 and $54.46. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (24), New York (12) and Pennsylvania (10).
In 2009 it appeared on 146 such filings; in 2024, 150 (up 3%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $10.90 | $23.40 | $54.46 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| CVS Health Future Fund 401(k) Plan | CVS Health Corporation | RI | 385,927 | $30.1B | $1.0M |
| Central Pension Fund of the IUOE & Participating Employers | Board of Trustees of the CPF of the IUOE and Participating Employers | DC | 233,478 | $27.4B | $1.3M |
| The Bank of America Pension Plan | Bank of America Corporation | RI | 168,197 | $17.6B | $1.0M |
| Wells Fargo & Company Cash Balance Plan | Wells Fargo & Company | MN | 165,927 | $8.25B | $912K |
| Western States Carpenters Pension Plan | Joint Board of Trustees Western States Carpenters Pension Plan | CA | 139,574 | $11.3B | $419K |
| Nordstrom 401(k) Plan | Nordstrom, Inc. | WA | 109,402 | $4.29B | $215K |
| Truist Financial Corporation Pension Plan | Truist Financial Corporation | NC | 92,130 | $14.7B | $1.4M |
| Pepsico, Inc. Employees Retirement Plan H | Pepsico, Inc. | NY | 85,189 | $4.20B | $733K |
| Sutter Health Retirement Plan | Sutter Health | CA | 66,154 | $5.87B | $718K |
| Pacific Gas and Electric Company Retirement Plan | Pacific Gas and Electric Company | CA | 58,892 | $17.5B | $2.0M |
| Oregon Retail Employees Pension Plan | Board of Trustees, Oregon Retail Employees Pension | OR | 56,361 | $1.06B | $295K |
| Pepsico Employees Retirement Plan I | Pepsico, Inc. | NY | 55,326 | $6.82B | $579K |
| The Bank of New York Mellon Corporation Pension Plan | The Bank of New York Mellon | PA | 54,048 | $5.18B | $557K |
| Cox Enterprises, Inc. Pension Plan | Cox Enterprises, Inc. | GA | 51,142 | $7.13B | $726K |
| Retirement Plan for Employees of Aetna Inc. | Aetna Inc. | CT | 49,504 | $5.19B | $546K |
| N. Atlantic States Carp. Pension Fund | Bot of the North Atlantic States Carpenters Pension Fund | MA | 45,727 | $4.91B | $234K |
| Shell Pension Plan | Shell USA, Inc. | TX | 31,775 | $9.57B | $1.2M |
| Massachusetts Laborers' Annuity Fund | Bd. of Trustees of Mass. Laborers Annuity Fund | MA | 31,668 | $2.26B | $498K |
| Southern California Ibew-Neca Defined Contribution Plan | Board of Trustees, Southern California Ibew-Neca | CA | 29,361 | $1.28B | $337K |
| Carpenters Pension Trust Fund of St. Louis | Trustees of Carpenters Benefit Plans of St. Louis | MO | 27,598 | $3.28B | $413K |
| Discover Financial Services 401(k) Plan | Discover Financial Services | IL | 27,261 | $3.21B | $637 |
| Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund | Board of Trustees, Southern California United Food | CA | 26,295 | $926M | $528K |
| Ilwu-Pma Pension Plan | Trustees of Ilwu-Pma Pension Plan | CA | 25,317 | $10.7B | $2.6M |
| 3M Employee Retirement Income Plan | 3M Company | MN | 25,001 | $8.23B | $1.7M |
| Carpenters Labor-Management Pension Plan | United Brotherhood of Carpenters Labor-Mgmt PF Trustee | CA | 24,299 | $1.18B | $57K |
| N. Atlantic States Carp. Guaranteed Annuity Fund | Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund | MA | 23,724 | $3.70B | $221K |
| CSX Corporation Capital Builder Plan | CSX Corporation | FL | 22,902 | $1.54B | $185K |
| GSK 401(k) Plan | Glaxosmithkline LLC | PA | 21,762 | $8.79B | $2.2M |
| California Ironworkers Field Pension Trust | Board of Trustees, California Ironworkers Field Pension Trust Fun | CA | 21,447 | $3.49B | $402K |
| Xpo Pension Plan | Xpo CNW, Inc. | OR | 20,788 | $1.43B | $401K |
| Advocate Aurora Health Pension Plan | Advocate Aurora Health, Inc. | IL | 19,215 | $964M | $410K |
| Linde U.S. Pension Plan | Linde Inc. | CT | 17,786 | $2.07B | $339K |
| Retirement Plan for Hospital Employees | Board of Trustees Retirement Plan for Hospital Employees | CA | 17,381 | $1.20B | $282K |
| 32BJ North Pension Fund | Board of Trustees 32BJ North Pension Fund | NY | 15,472 | $529M | $113K |
| Western Conference of Teamsters Supp Benefit Plan | Board of Trustees, Western Conference of Teamsters | CA | 13,908 | $74.4M | $212K |
| Pension Plan of the Chubb Corporation | Chubb Ina Holdings Inc. | PA | 13,753 | $3.75B | $1.4M |
| Aon Retirement Pension Plan | Aon Corporation | GA | 13,598 | $1.44B | $314K |
| Western Metal Industry Pension Plan | Board of Trustees, Western Metal Industry Pension Plan | WA | 13,512 | $1.05B | $152K |
| Stanley Black & Decker Pension Plan | Black & Decker (U.S.) Inc. | MD | 12,751 | $717M | $351K |
| Alight Solutions LLC 401(k) Plan (Fka Hewitt Associates LLC 401(k) Plan) | Alight Solutions LLC | IL | 12,483 | $2.45B | $380K |
Questions and answers
How many plans does Dodge & Cox serve?
136 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Dodge & Cox?
The median plan reported $23.40 per participant in direct and indirect compensation (78 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (120 plans), Trustee (directed) (8 plans), Recordkeeping and information management (7 plans) and Trustee (bank, trust company, or similar financial institution) (7 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.