401(k) · DOL Form 5500 · 2022

Davis Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
116
Participants Small participant base
79th
Percentile by assets National rank
$189,636
Avg per participant Above avg balance/head
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Official DOL plan name: The Davis Companies 401(k) Plan · Sponsored by Davis Management Company, LLC · Massachusetts · Real Estate

$22M in assets, 116 participants

Davis Management Company, LLC's The Davis Companies 401(k) Plan reported $22M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,565 in Real Estate (5,057 peers)

Coverage in Massachusetts

The Davis Companies 401(k) Plan covers 116 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $22M.

#4,565
in Real Estate (5,057 peers)
-9.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Davis Companies 401(k) Plan's outsized position by total assets

The Davis Companies 401(k) Plan vs every filed plan by assets

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

$21,997,728 Top 21% higher than 79% 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

The Davis Companies 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Davis Companies 401(k) Plan sits mid-pack in the medium band (116 participants).

Plan-year Form 5500 strip

Filing strip 262592013 · Davis Management Company, LLC PY 2022 · 401(k)

The Davis Companies 401(k) Plan · $22M · 116 · 79th

  • BOOK $22M
  • BOOK 116
  • BOOK 79th
  • BOOK 401(k)
  • BOOK near D & D Gear, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #4565

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 Real Estate retirement plans → · Plans in Massachusetts →

The Davis Companies 401(k) Plan in the asset neighbourhood

The Davis Companies 401(k) PlanThe Davis Companies 401(k) P…$22MD & D Gear, Inc. 401(k) Profit Sharing PlanD & D Gear, Inc. 401(k) Prof…$22MIrsik & Doll Feed Services, Inc 401(k) PlanIrsik & Doll Feed Services, …$22MSeven Mile Investments, Inc. 401(k) PlanSeven Mile Investments, Inc.…$22MPentastar Aviation, LLC 401(k) Savings PlanPentastar Aviation, LLC 401(…$22M
End-of-year total assets ($M) among The Davis Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$22M
Net Income-$2M
Employer EIN262592013
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis Management Company, LLC)

Sponsor-wide plan assets over time

All Davis Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 33.44719054622368% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22M $29.4M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 116 $22M
2023 1 121 $27M
2024 1 116 $29M

Nearby 401(k) Plans in Massachusetts

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

The Davis Companies 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants The Davis Companies 401(k) Plan, Total assets ($B): 0.021997728 · Participants: 116The Davis Companies 401(k) 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
The Davis Companies 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Davis Companies 401(k) Plan side-by-side with 3 peers →

The Davis Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA ($22M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 The Davis Companies 401(k) Plan assets move in 2022? ▼
The Davis Companies 401(k) Plan pulled back noticeably - down 9.5% during 2022, from $24M to $22M. Reported net income was -$2M.
How have Davis Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Management Company, LLC's sponsor-wide assets grew 33.4%, from $22M to $29M.
Where does The Davis Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
The Davis Companies 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Davis Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA ($22M, 200 participants).
Which 401(k) plans cover a similar participant headcount to The Davis Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants, N/A 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 262592013.

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.