Defined Benefit (Pension) · DOL Form 5500 · 2022

David & Associates Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
54
Participants Small participant base
35th
Percentile by assets National rank
$39,781
Avg per participant Low balance/head
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Official DOL plan name: David & Associates Defined Benefit Pension Plan · Sponsored by David & Associates · Florida · Healthcare & Social Assistance

$2M in assets, 54 participants

David & Associates's David & Associates Defined Benefit Pension Plan reported $2M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,317 in Healthcare & Social Assistance (20,060 peers)

David & Associates multi-year trail

David & Associates's plans moved -97.0% in assets from 2022 to 2023; this filing shows David & Associates Defined Benefit Pension Plan at $2M / 54 participants.

#7,317
in Healthcare & Social Assistance (20,060 peers)
-0.9%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David & Associates Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

David & Associates Defined Benefit Pension Plan vs every filed plan by assets

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

$2,148,192 35th percentile higher than 35% 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

David & Associates Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David & Associates Defined Benefit Pension Plan is a small filing (54 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 592560185 · David & Associates PY 2022 · Defined Benefit (Pension)

David & Associates Defined Benefit Pension Plan · $2M · 54 · 35th

  • EIN $2M
  • RANK 54
  • PHOTO 35th
  • IND Defined Benefit (Pension)
  • EOY near Hanson Operating Company, Inc. Defined Benefit Plan
  • 5500 ind #7317

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 →

David & Associates Defined Benefit Pension Plan in the asset neighbourhood

David & Associates Defined Benefit Pension PlanDavid & Associates Defined B…$2MHanson Operating Company, Inc. Defined Benefit PlanHanson Operating Company, In…$2MHuan C. Guu,M.D., a Professional Corporation Pension PlanHuan C. Guu,M.D., a Professi…$2MMersino Management Company Cash Balance PlanMersino Management Company C…$2MConvergent Pacific, LLC Defined Benefit PlanConvergent Pacific, LLC Defi…$2M
End-of-year total assets ($M) among David & Associates Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

David & Associates multi-year asset trail

Sponsor-wide plan assets over time

All David & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$114K 97.01285029395764% vs 2022
2023 filing year
$0M$2M$4M$6M 20222023 $3.82M $0.11M ▼ -97.1%
Year Plans Participants Total Assets
2022 2 107 $4M
2023 1 57 $114K

David & Associates filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$19K
Employer EIN592560185
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

David & Associates Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants David & Associates Defined Benefit Pension Plan, Total assets ($B): 0.002148192 · Participants: 54David & Associates Defined Benefit Pension PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
David & Associates Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare David & Associates Defined Benefit Pension Plan side-by-side with 3 peers →

David & Associates Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Hanson Operating Company, Inc. Defined Benefit Plan in NM ($2M); by covered participants it is Security First Federal Credit Union Retirement Pension Plan in TX (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 David & Associates Defined Benefit Pension Plan assets move in 2022? ▼
David & Associates Defined Benefit Pension Plan held essentially flat - down 0.9% during 2022, from $2M to $2M. Reported net income was -$19K.
How have David & Associates plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), David & Associates's sponsor-wide assets declined 97.0%, from $4M to $114K.
Which Defined Benefit (Pension) plans are similar in size to David & Associates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hanson Operating Company, Inc. Defined Benefit Plan in NM ($2M, 14 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to David & Associates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Security First Federal Credit Union Retirement Pension Plan in TX (54 participants, $9M 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 592560185.

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.