401(k) · DOL Form 5500 · 2022
Davies Life & Health Inc 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $75,029
- Avg per participant Below avg balance/head
Official DOL plan name: Davies Life & Health, Inc · Sponsored by Davies Life & Health Inc · Massachusetts · Finance & Insurance
$13M in assets, 168 participants
Davies Life & Health Inc's Davies Life & Health, Inc reported $13M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #4,941 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Davies Life & Health, Inc covers 168 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.
- #4,941
- in Finance & Insurance (9,261 peers)
- -15.2%
- assets change YoY
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.
Davies Life & Health, Inc's outsized position by total assets
Davies Life & Health, Inc vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,604,892 Top 31% higher than 69% 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
Davies Life & Health, Inc 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. Davies Life & Health, Inc sits mid-pack in the medium band (168 participants).
Published 5500 schedule card
Filing strip 061427246 · Davies Life & Health Inc PY 2022 · 401(k)
Davies Life & Health, Inc · $13M · 168 · 69th
- TYPE $13M
- TYPE 168
- TYPE 69th
- TYPE 401(k)
- TYPE near Ingardia Bros. Produce, Inc. Savings and Retirement Plan
- TYPE ind #4941
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 Massachusetts →
Davies Life & Health, Inc in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 061427246 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Davies Life & Health Inc)
Sponsor-wide plan assets over time
All Davies Life & Health Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 336 | $59M |
| 2023 | 1 | 204 | $57M |
| 2024 | 2 | 606 | N/A |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Davies Life & Health, Inc's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Ingardia Bros. Produce, Inc. Savings and Retirement Plan in CA ($13M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Ingardia Bros. Produce, Inc. Savings and Retirement Plan (CA) $13M · 190
- Mdc Vacuum Products, LLC 401(k) Plan (CA) $13M · 355
- Tarte, Inc. 401(k) Retirement Plan (NY) $13M · 216
- Ufcw Local 770 Savings and Retirement Plan (CA) $13M · 106
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Mmi-Es 401(k) Retirement Plan (MI) 168 · 0 off
- Tierney Brothers, Inc. Profit Sharing Plan and 401(k) Plan (MN) 168 · 0 off
- Femco Machine Co. 401(k) Plan (PA) 168 · 0 off
- Radiology of Indiana, P.C. 401(k) Plan (IN) 168 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.