401(k) · DOL Form 5500 · 2022
Davis+Gilbert LLP 401(k) Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 134
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $815,673
- Avg per participant High balance/head
Official DOL plan name: Davis+Gilbert LLP Profit Sharing Retirement Plan · Sponsored by Davis+Gilbert LLP · New York · Professional & Technical Services
$109M in assets, 134 participants
Davis+Gilbert LLP's Davis+Gilbert LLP Profit Sharing Retirement Plan reported $109M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #20,335 in Professional & Technical Services (21,562 peers)
Coverage in New York
Davis+Gilbert LLP Profit Sharing Retirement Plan covers 134 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $109M.
- #20,335
- in Professional & Technical Services (21,562 peers)
- -12.5%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Davis+Gilbert LLP Profit Sharing Retirement Plan's outsized position by total assets
Davis+Gilbert LLP Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$109,300,246 Top 7% higher than 93% 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
Davis+Gilbert LLP Profit Sharing Retirement 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+Gilbert LLP Profit Sharing Retirement Plan sits mid-pack in the medium band (134 participants).
Form 5500 schedule snapshot
Filing strip 131504385 · Davis+Gilbert LLP PY 2022 · 401(k)
Davis+Gilbert LLP Profit Sharing Retirement Plan · $109M · 134 · 93rd
- RANK $109M
- PHOTO 134
- IND 93rd
- EOY 401(k)
- 5500 near Cision US, Inc. Retirement Plan and Trust
- ASSETS ind #20335
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 Professional & Technical Services retirement plans → · Plans in New York →
Davis+Gilbert LLP Profit Sharing Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | -$17M |
| Employer EIN | 131504385 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Davis+Gilbert LLP)
Sponsor-wide plan assets over time
All Davis+Gilbert LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $149M 36.521383492586104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $109M |
| 2023 | 1 | 132 | $132M |
| 2024 | 1 | 133 | $149M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Davis+Gilbert LLP Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Cision US, Inc. Retirement Plan and Trust in IL ($109M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
- Cision US, Inc. Retirement Plan and Trust (IL) $109M · 1,768
- Lumbermen's Employee Stock Ownership and Savings Plan (MI) $109M · 450
- Willdan Group, Inc 401(k) Plan (CA) $109M · 1,578
- Aviagen, Inc. 401(k) Retirement Plan (AL) $109M · 1,515
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- The Blain Companies 401(k) Profit Sharing Plan (MS) 134 · 0 off
- Hopper Ventures, Inc. 401(k) Plan (TX) 134 · 0 off
- Hemmersbach US, LLC 401(k) Plan (FL) 134 · 0 off
- R.W. Garcia Co., Inc. 401(k) Profit Sharing Plan & Trust (CA) 134 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.