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Department of Labor filing

DILLARD'S, INC.

DILLARD'S, INC. INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

55filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$850

Reported employer contributions per active participant.

Higher than about 70% of comparable plans
#People in the filing
26,070

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$50 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 20% of comparable plans
↗Investment performance
Not available

Plan assets changed 5.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202455out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions70th percentileTypical peer $525 · based on 23 comparable plans
Lower reported administrative expense20th percentileTypical peer $23 · based on 20 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, DILLARD'S, INC. reported $22,164,150 in employer contributions across the plan and 26,070 active participants. That works out to $850 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy58%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 32.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 54.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context55/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$22,164,150
Participant contributions
$50,771,035
Other contributions
$2,127,646
Employer share of reported contributions
30.4%
Beginning assets
$2,853,974,665
Ending assets
$3,003,997,060
Ending net assets
$3,003,951,988
Ending liabilities
$45,072
Total income
$427,050,829
Total expenses
$277,026,052
Administrative expenses
$2,369,185
Participant loans
$7,576,739

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$642
2023
$738
2024
$850
Plan-paid administrative expenses per participant
2022
$32
2023
$37
2024
$50
Active participants
2022
30,034
2023
30,070
2024
26,070
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$85026,0703B20251015220106NAL0003036867001
2023$73830,0702.9B20241015161237NAL0015053475001
2022$64230,0342.4B20231013184500NAL0034168625001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
710388071-111

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jul 1, 1965
Industry
Industry group 452
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2F2G2I2J2K2O2S2T3F3H3I

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN FUNDS2024Not reportedunknown
CHARLES SCHWAB & CO., INC.2024Not reportedunknown
CHARLES SCHWAB INVESTMENT MGMT, INC2024Not reportedunknown
CHARLES SCHWAB TRUST BANK2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
DODGE & COX2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
HARBOR TRUST COMPANY, INC.2024Not reportedunknown
JP MORGAN2024Not reportedunknown
LEGG MASON2024Not reportedunknown
SEI TRUST COMPANY2024Not reportedunknown
ST STREET GLOBAL ADVISORS TRUST CO2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251015220106NAL0003036867001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗