401(k) · DOL Form 5500 · 2022
Dr. Philip Davis Md 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $773,139
- Avg per participant High balance/head
Official DOL plan name: Phillip G. Davis, Md 401(k) · Sponsored by Dr. Philip Davis Md · Florida · Healthcare & Social Assistance
$2M in assets, 3 participants
Dr. Philip Davis Md's Phillip G. Davis, Md 401(k) reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #7,637 in Healthcare & Social Assistance (20,060 peers)
Dr. Philip Davis Md multi-year trail
Dr. Philip Davis Md's plans moved +16.4% in assets from 2022 to 2024; this filing shows Phillip G. Davis, Md 401(k) at $2M / 3 participants.
- #7,637
- in Healthcare & Social Assistance (20,060 peers)
- +8.2%
- assets growth YoY
Phillip G. Davis, Md 401(k)'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Phillip G. Davis, Md 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,319,416 36th percentile higher than 36% 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
Phillip G. Davis, Md 401(k) among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillip G. Davis, Md 401(k) is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 650860579 · Dr. Philip Davis Md PY 2022 · 401(k)
Phillip G. Davis, Md 401(k) · $2M · 3 · 36th
- VS-ST $2M
- VS-ST 3
- VS-ST 36th
- VS-ST 401(k)
- VS-ST near Diamond Auto 401(k) Plan
- VS-ST ind #7637
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Phillip G. Davis, Md 401(k) in the asset neighbourhood
Dr. Philip Davis Md multi-year asset trail
Sponsor-wide plan assets over time
All Dr. Philip Davis Md plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 16.426160723216533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 11 | $2M |
| 2024 | 1 | 7 | $3M |
Dr. Philip Davis Md filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $175K |
| Employer EIN | 650860579 |
| Plan Effective Date | 2002-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Phillip G. Davis, Md 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Diamond Auto 401(k) Plan in WI ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 (3 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.