401(k) · DOL Form 5500 · 2022

Davies & Monahan, P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
47th
Percentile by assets National rank
$609,486
Avg per participant High balance/head
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Official DOL plan name: Davies & Monahan, P.C. Retirement Plan · Sponsored by Davies & Monahan, P.C. · Massachusetts · Professional & Technical Services

$4M in assets, 7 participants

Davies & Monahan, P.C.'s Davies & Monahan, P.C. Retirement Plan reported $4M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,673 in Professional & Technical Services (21,562 peers)

Davies & Monahan, P.C. multi-year trail

Davies & Monahan, P.C.'s plans moved +48.0% in assets from 2022 to 2024; this filing shows Davies & Monahan, P.C. Retirement Plan at $4M / 7 participants.

#9,673
in Professional & Technical Services (21,562 peers)
-13.7%
assets change YoY

The plan reported a net loss of $679K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davies & Monahan, P.C. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Davies & Monahan, P.C. Retirement Plan vs every filed plan by assets

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

$4,266,401 47th percentile higher than 47% 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

Davies & Monahan, P.C. Retirement 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. Davies & Monahan, P.C. Retirement Plan is a micro filing (7 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 043245662 · Davies & Monahan, P.C. PY 2022 · 401(k)

Davies & Monahan, P.C. Retirement Plan · $4M · 7 · 47th

  • NET $4M
  • BOOK 7
  • VS-ST 47th
  • BOY 401(k)
  • SCH near Aviation Security Management, LLC 401(k) Plan
  • EBSA ind #9673

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Davies & Monahan, P.C. Retirement Plan in the asset neighbourhood

Davies & Monahan, P.C. Retirement PlanDavies & Monahan, P.C. Retir…$4MAviation Security Management, LLC 401(k) PlanAviation Security Management…$4MDo & Co New York Catering, Inc. 401(k) PlanDo & Co New York Catering, I…$4MKovler Family Foundation Retirement PlanKovler Family Foundation Ret…$4MGoel & Anderson, LLC Retirement PlanGoel & Anderson, LLC Retirem…$4M
End-of-year total assets ($M) among Davies & Monahan, P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Davies & Monahan, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Davies & Monahan, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 47.99516032365453% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.27M $6.31M ▲ +47.8%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 6 $5M
2024 1 6 $6M

Davies & Monahan, P.C. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$679K
Employer EIN043245662
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Davies & Monahan, P.C. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Davies & Monahan, P.C. Retirement Plan, Total assets ($B): 0.004266401 · Participants: 7Davies & Monahan, P.C. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Davies & Monahan, P.C. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Davies & Monahan, P.C. Retirement Plan side-by-side with 3 peers →

Davies & Monahan, P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Aviation Security Management, LLC 401(k) Plan in VA ($4M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Davies & Monahan, P.C. Retirement Plan assets move in 2022? ▼
Davies & Monahan, P.C. Retirement Plan pulled back noticeably - down 13.7% during 2022, from $5M to $4M. Reported net income was -$679K.
How have Davies & Monahan, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davies & Monahan, P.C.'s sponsor-wide assets grew 48.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Davies & Monahan, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aviation Security Management, LLC 401(k) Plan in VA ($4M, 240 participants).
Which 401(k) plans cover a similar participant headcount to Davies & Monahan, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 043245662.

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.