401(k) · DOL Form 5500 · 2022

Davis Family Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$504K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$252,004
Avg per participant Above avg balance/head
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Official DOL plan name: Davis Family Enterprises, Inc. 401(k) Plan · Sponsored by Davis Family Enterprises, Inc. · Wisconsin · Food Services & Accommodation

$504K in assets, 2 participants

Davis Family Enterprises, Inc.'s Davis Family Enterprises, Inc. 401(k) Plan reported $504K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,122 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Davis Family Enterprises, Inc. 401(k) Plan ranks #2,122 of 4,592 2022 filers by assets (3882% of the sector average)-$504K for 2 participants.

#2,122
in Food Services & Accommodation (4,592 peers)
+19.1%
assets growth YoY

Davis Family Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Davis Family Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$504,008 18th percentile higher than 18% 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 Family Enterprises, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis Family Enterprises, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 825428576 · Davis Family Enterprises, Inc. PY 2022 · 401(k)

Davis Family Enterprises, Inc. 401(k) Plan · $504K · 2 · 18th

  • ASSETS $504K
  • ASSETS 2
  • ASSETS 18th
  • ASSETS 401(k)
  • ASSETS near Mei Group 401(k) Plan
  • ASSETS ind #2122

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Davis Family Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Davis Family Enterprises, Inc. 401(k) PlanDavis Family Enterprises, In…$504KMei Group 401(k) Plan$504KBest Heating & Air Conditioning Company 401 (K) Profit Sharing PlanBest Heating & Air Condition…$504KTomorrows Recreations Inc. 401(k) PlanTomorrows Recreations Inc. 4…$504KK2 Venture, Inc. 401(k) Plan$504K
End-of-year total assets ($M) among Davis Family Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$423K
Net Assets (End of Year)$504K
Net Income$81K
Employer EIN825428576
Plan Effective Date2018-05-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis Family Enterprises, Inc.)

Sponsor-wide plan assets over time

All Davis Family Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$618K 22.674441675528957% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.5M $0.62M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 2 $504K
2023 1 3 $558K
2024 1 2 $618K

Nearby 401(k) Plans in Wisconsin

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

Davis Family Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Davis Family Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.000504008 · Participants: 2Davis Family Enterprises, Inc. 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Davis Family Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Davis Family Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Davis Family Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mei Group 401(k) Plan in TX ($504K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($504K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Family Enterprises, Inc. 401(k) Plan assets move in 2022? ▼
Davis Family Enterprises, Inc. 401(k) Plan grew sharply - up 19.1% during 2022, from $423K to $504K. Reported net income was $81K.
How have Davis Family Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Family Enterprises, Inc.'s sponsor-wide assets grew 22.7%, from $504K to $618K.
Where does Davis Family Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Davis Family Enterprises, Inc. 401(k) Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Davis Family Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mei Group 401(k) Plan in TX ($504K, 286 participants).
Which 401(k) plans cover a similar participant headcount to Davis Family Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 825428576.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.