401(k) · DOL Form 5500 · 2022

Davis Instruments Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
36
Participants Small participant base
42nd
Percentile by assets National rank
$90,750
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Davis Instruments Corporation Union 401(k) Plan · Sponsored by Davis Instruments Corporation · California · Manufacturing

$3M in assets, 36 participants

Davis Instruments Corporation's Davis Instruments Corporation Union 401(k) Plan reported $3M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,216 in Manufacturing (20,602 peers)

What the 2022 filing shows

Davis Instruments Corporation Union 401(k) Plan holds $3M for 36 participants - about $90,750 per participant, in the lower half of filed plans by assets.

#5,216
in Manufacturing (20,602 peers)
-5.5%
assets change YoY

The plan reported a net loss of $189K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davis Instruments Corporation Union 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Davis Instruments Corporation Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,267,012 42nd percentile higher than 42% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Davis Instruments Corporation Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis Instruments Corporation Union 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 941631206 · Davis Instruments Corporation PY 2022 · 401(k)

Davis Instruments Corporation Union 401(k) Plan · $3M · 36 · 42nd

  • BOY $3M
  • SCH 36
  • EBSA 42nd
  • PART 401(k)
  • TYPE near Convivial Brands Elc, Inc. Retirement Plan
  • NET ind #5216

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in California →

Davis Instruments Corporation Union 401(k) Plan in the asset neighbourhood

Davis Instruments Corporation Union 401(k) PlanDavis Instruments Corporatio…$3MConvivial Brands Elc, Inc. Retirement PlanConvivial Brands Elc, Inc. R…$3MLukasiewicz & Bellavance, LLC 401(k) Profit Sharing PlanLukasiewicz & Bellavance, LL…$3MM2 Strategy, Inc. 401(k) Plan$3MTriad Logistics Services Corporation 401(k) PlanTriad Logistics Services Cor…$3M
End-of-year total assets ($M) among Davis Instruments Corporation Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$189K
Employer EIN941631206
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Davis Instruments Corporation Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Davis Instruments Corporation Union 401(k) Plan, Total assets ($B): 0.003267012 · Participants: 36Davis Instruments Corporation Union 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Davis Instruments Corporation Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Davis Instruments Corporation Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Convivial Brands Elc, Inc. Retirement Plan in MI ($3M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Davis Instruments Corporation Union 401(k) Plan assets move in 2022?
Davis Instruments Corporation Union 401(k) Plan pulled back noticeably - down 5.5% during 2022, from $3M to $3M. Reported net income was -$189K.
Which 401(k) plans are similar in size to Davis Instruments Corporation Union 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Convivial Brands Elc, Inc. Retirement Plan in MI ($3M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Davis Instruments Corporation Union 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Zimmm, Inc. 401(k) Plan in TN (36 participants, $417K in assets).