401(k) · DOL Form 5500 · 2022
Donald W. Davis, PC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $209,000
- Avg per participant Above avg balance/head
Official DOL plan name: Donald W. Davis, P.C. Profit Sharing Plan · Sponsored by Donald W. Davis, PC · Virginia · Professional & Technical Services
$2M in assets, 10 participants
Donald W. Davis, PC's Donald W. Davis, P.C. Profit Sharing Plan reported $2M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #6,710 in Professional & Technical Services (21,562 peers)
2022 asset change
Donald W. Davis, P.C. Profit Sharing Plan declined sharply 19.3% in 2022 ($3M → $2M) for 10 participants.
- #6,710
- in Professional & Technical Services (21,562 peers)
- -19.3%
- assets change YoY
The plan reported a net loss of $498K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Donald W. Davis, P.C. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Donald W. Davis, P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,089,999 34th percentile higher than 34% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Donald W. Davis, P.C. Profit Sharing 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. Donald W. Davis, P.C. Profit Sharing Plan is a micro filing (10 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 541262744 · Donald W. Davis, PC PY 2022 · 401(k)
Donald W. Davis, P.C. Profit Sharing Plan · $2M · 10 · 34th
- RANK $2M
- PHOTO 10
- IND 34th
- EOY 401(k)
- 5500 near Arbor Capital Management Corp. 401(k) Profit Sharing Plan and Trust
- ASSETS ind #6710
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 Virginia →
Donald W. Davis, P.C. Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$498K |
| Employer EIN | 541262744 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Donald W. Davis, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Arbor Capital Management Corp. 401(k) Profit Sharing Plan and Trust in NY ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 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.