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Original filing (PDF)20251009162143NAL0016625010001
DOLBY LABORATORIES, INC.
Form 5500
FILING_RECEIVED
DOLBY LABORATORIES, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
1,033
Accounts w/ balance
1,893
Plan assets (EOY)
$703.4M
Net assets (EOY)
$703.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOLBY LABORATORIES, INC..
Plan sponsor
Name
DOLBY LABORATORIES, INC.
EIN
94-2377558
Address
ATTN BENEFITS · 1275 MARKET STREET · SAN FRANCISCO, CA · 94103
Phone
(415) 645-5000
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $96K | — |
Investments
27 direct securities · 3 pooled funds· $728.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$623.4M
27 holdings
Common Collective Trust
$104.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INST INDEX PLUS MUTUAL FUNDS | — | — | $128.4M | $184.3M | 26.2% | |
| Fidelity US Bond Index Fund Registered investment company | — | — | — | $98.3M | 14.0% | |
| Vanguard Mid Cap Index I Registered investment company | — | — | — | $64.9M | 9.2% | |
| BLACKROCK EAFE EQUITY INDEX FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3324028 / PN 001 | Common Collective Trust | — | — | $56.6M | 8.1% | |
| Vanguard Small Cap Industrial Instl Registered investment company | — | — | — | $45.1M | 6.4% | |
| FRANKLIN GROWTH GG TRUST CIT S WILMINGTON TRUST · EIN 82-3341628 / PN 360 | Common Collective Trust | — | — | $41.1M | 5.8% | |
| Vanguard Federal Money Market Inv Money market fund | — | — | — | $27.9M | 4.0% | |
| Merrill Lynch Self-Direct Account Self-directed brokerage account | — | — | — | $24.0M | 3.4% | |
| Vanguard Emerging Markets Instl Registered investment company | — | — | — | $24.0M | 3.4% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $23.5M | $23.5M | 3.3% | |
| American Washington Registered investment company | — | — | — | $23.3M | 3.3% | |
| BLACKROCK LIFEPATH INDX RET K MUTUAL FUNDS | — | — | $15.7M | $16.9M | 2.4% | |
| Vanguard Explorer Fund Registered investment company | — | — | — | $14.0M | 2.0% | |
| BlackRock Lifepath Index 2040 K Registered investment company | — | — | — | $14.0M | 2.0% | |
| BlackRock Lifepath Index 2030 K Registered investment company | — | — | — | $13.6M | 1.9% | |
| Dodge & Cox International STK CL X Registered investment company | — | — | — | $10.5M | 1.5% | |
| DFA Real Estate Securities Portfolio Instl Registered investment company | — | — | $9.8M | $10.2M | 1.4% | |
| Lord Abbett Short Dur R6 Registered investment company | — | — | — | $7.8M | 1.1% | |
| American Beacon Small Cap R6 Registered investment company | — | — | — | $7.1M | 1.0% | |
| LOOMIS SAYLES CORE PLUS FIXED INCOM LOOMIS SAYLES TRUST COMPANY · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $7.0M | 1.0% | |
| Vanguard Equity Income Registered investment company | — | — | — | $5.0M | 0.7% | |
| BlackRock Lifepath Index 2050 K Registered investment company | — | — | — | $3.1M | 0.4% | |
| BlackRock Lifepath Index 2060 K Registered investment company | — | — | — | $2.6M | 0.4% | |
| with maturities through July 2033 0 | — | — | — | $1.4M | 0.2% | |
| LOAN FUND LOANS | — | — | $1.4M | $1.4M | 0.2% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $494K | $494K | <0.1% | |
| BlackRock Lifepath Index 2055 K Registered investment company | — | — | — | $11K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $9K | $9K | <0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $4K | $4K | <0.1% | |
| BlackRock Lifepath Index 2065 K Registered investment company | — | — | — | $1K | <0.1% |