401(k) · DOL Form 5500 · 2022

Davenport Realty Trust 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
156
Participants Small participant base
74th
Percentile by assets National rank
$107,653
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Davenport Companies 401(k) Profit Sharing Plan · Sponsored by Davenport Realty Trust · Massachusetts · Real Estate

$17M in assets, 156 participants

Davenport Realty Trust's Davenport Companies 401(k) Profit Sharing Plan reported $17M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,418 in Real Estate (5,057 peers)

Coverage in Massachusetts

Davenport Companies 401(k) Profit Sharing Plan covers 156 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#4,418
in Real Estate (5,057 peers)
-26.5%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davenport Companies 401(k) Profit Sharing Plan's outsized position by total assets

Davenport Companies 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,793,874 Top 26% higher than 74% 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

Davenport Companies 401(k) Profit Sharing 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. Davenport Companies 401(k) Profit Sharing Plan sits mid-pack in the medium band (156 participants).

EBSA filing schedule strip

Filing strip 042208671 · Davenport Realty Trust PY 2022 · 401(k)

Davenport Companies 401(k) Profit Sharing Plan · $17M · 156 · 74th

  • SCH $17M
  • SCH 156
  • SCH 74th
  • SCH 401(k)
  • SCH near Gunvor USA, LLC 401(k) Plan
  • SCH ind #4418

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 →

Davenport Companies 401(k) Profit Sharing Plan in the asset neighbourhood

Gunvor USA, LLC 401(k) Plan$17MSouth Florida Orthopaedics & Sports Medicine 401(k) PlanSouth Florida Orthopaedics &…$17MEnergy Recovery, Inc. 401(k) PlanEnergy Recovery, Inc. 401(k)…$17MDavenport Companies 401(k) Profit Sharing PlanDavenport Companies 401(k) P…$17MBrodart Retirement Plan$17M
End-of-year total assets ($M) among Davenport Companies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$17M
Net Income-$6M
Employer EIN042208671
Plan Effective Date1964-01-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Davenport Realty Trust)

Sponsor-wide plan assets over time

All Davenport Realty Trust plans reported in each filing year

Latest sponsor-wide plan assets
$20M 17.745083713263536% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $16.8M $19.8M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 156 $17M
2023 1 176 $18M
2024 1 173 $20M

Nearby 401(k) Plans in Massachusetts

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

Davenport Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Davenport Companies 401(k) Profit Sharing Plan, Total assets ($B): 0.016793874 · Participants: 156Davenport Companies 401(k) Profit Sharing 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
Davenport Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Davenport Companies 401(k) Profit Sharing Plan side-by-side with 3 peers →

Davenport Companies 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Gunvor USA, LLC 401(k) Plan in TX ($17M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Davenport Companies 401(k) Profit Sharing Plan assets move in 2022? ▼
Davenport Companies 401(k) Profit Sharing Plan declined sharply - down 26.5% during 2022, from $23M to $17M. Reported net income was -$6M.
How have Davenport Realty Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davenport Realty Trust's sponsor-wide assets grew 17.7%, from $17M to $20M.
Which 401(k) plans are similar in size to Davenport Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gunvor USA, LLC 401(k) Plan in TX ($17M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Davenport Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K 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 042208671.

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.