401(k) · DOL Form 5500 · 2022

Davis Selected Advisers, L.P. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
129
Participants Small participant base
90th
Percentile by assets National rank
$494,018
Avg per participant High balance/head
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Official DOL plan name: Davis Selected Advisers, L.P. 401(k) Plan · Sponsored by Davis Selected Advisers, L.P. · Arizona · Finance & Insurance

$64M in assets, 129 participants

Davis Selected Advisers, L.P.'s Davis Selected Advisers, L.P. 401(k) Plan reported $64M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,751 in Finance & Insurance (9,261 peers)

Coverage in Arizona

Davis Selected Advisers, L.P. 401(k) Plan covers 129 participants in Arizona, about 23% of the average Arizona filer (state average ~564 per filing). Assets: $64M.

#7,751
in Finance & Insurance (9,261 peers)
-18.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davis Selected Advisers, L.P. 401(k) Plan's outsized position by total assets

Davis Selected Advisers, L.P. 401(k) Plan vs every filed plan by assets

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

$63,728,295 Top 10% higher than 90% 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 Selected Advisers, L.P. 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. Davis Selected Advisers, L.P. 401(k) Plan sits mid-pack in the medium band (129 participants).

DOL schedule card

Filing strip 850360310 · Davis Selected Advisers, L.P. PY 2022 · 401(k)

Davis Selected Advisers, L.P. 401(k) Plan · $64M · 129 · 90th

  • TYPE $64M
  • NET 129
  • BOOK 90th
  • VS-ST 401(k)
  • BOY near Cantor Colburn LLP 401(k) Profit Sharing Plan
  • SCH ind #7751

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 Finance & Insurance retirement plans → · Plans in Arizona →

Davis Selected Advisers, L.P. 401(k) Plan in the asset neighbourhood

Steelfab, Inc. Profit Sharing and 401(k) PlanSteelfab, Inc. Profit Sharin…$64MKyocera Industrial Tools, Inc. 401(k) PlanKyocera Industrial Tools, In…$64MCantor Colburn LLP 401(k) Profit Sharing PlanCantor Colburn LLP 401(k) Pr…$64MDavis Selected Advisers, L.P. 401(k) PlanDavis Selected Advisers, L.P…$64MThe Carlstar Group LLC 401(k) PlanThe Carlstar Group LLC 401(k…$64M
End-of-year total assets ($M) among Davis Selected Advisers, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$64M
Net Income-$15M
Employer EIN850360310
Plan Effective Date1979-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis Selected Advisers, L.P.)

Sponsor-wide plan assets over time

All Davis Selected Advisers, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 37.725401252300884% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.7M $87.8M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 129 $64M
2023 1 121 $74M
2024 1 119 $88M

Nearby 401(k) Plans in Arizona

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

Davis Selected Advisers, L.P. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Davis Selected Advisers, L.P. 401(k) Plan, Total assets ($B): 0.063728295 · Participants: 129Davis Selected Advisers, L.P. 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Davis Selected Advisers, L.P. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Davis Selected Advisers, L.P. 401(k) Plan side-by-side with 3 peers →

Davis Selected Advisers, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Cantor Colburn LLP 401(k) Profit Sharing Plan in CT ($64M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Selected Advisers, L.P. 401(k) Plan assets move in 2022? ▼
Davis Selected Advisers, L.P. 401(k) Plan declined sharply - down 18.8% during 2022, from $78M to $64M. Reported net income was -$15M.
How have Davis Selected Advisers, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Selected Advisers, L.P.'s sponsor-wide assets grew 37.7%, from $64M to $88M.
Where does Davis Selected Advisers, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Davis Selected Advisers, L.P. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Davis Selected Advisers, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cantor Colburn LLP 401(k) Profit Sharing Plan in CT ($64M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Davis Selected Advisers, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K 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 850360310.

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.