401(k) · DOL Form 5500 · 2022
Davenport & Company LLC 401(k) Plan
Data updated 2026-08-11
- $316M
- Total assets
- 471
- Participants
- 97th
- Percentile by assets
- $671,345
- Avg per participant
Official DOL plan name: Davenport & Company LLC Profit Sharing Plan · Sponsored by Davenport & Company LLC · Virginia · Finance & Insurance
$316M in assets, 471 participants
Davenport & Company LLC's Davenport & Company LLC Profit Sharing Plan reported $316M in total assets and 471 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #8,756 in Finance & Insurance (9,261 peers)
Where Davenport & Company LLC Profit Sharing Plan sits by assets
Davenport & Company LLC Profit Sharing Plan sits in the top 5% of all filed plans by assets, $316M for 471 participants (~$671,345/participant), down 18.3% in 2022.
- $316M
- total plan assets (2022 EOY)
- 471
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $671,345
- avg assets per participant
The plan reported a net loss of $71M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Davenport & Company LLC Profit Sharing Plan sits by total assets
Davenport & Company LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$316,203,362 Top 3% higher than 97% 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
Davenport & Company LLC Profit Sharing Plan vs the 2022 asset distribution
By assets, Davenport & Company LLC Profit Sharing Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $387M |
|---|---|
| Net Assets (End of Year) | $316M |
| Net Income | -$71M |
| Employer EIN | 541835842 |
| Plan Effective Date | 1972-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Davenport & Company LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 471 | $316M |
| 2023 | 1 | 473 | $370M |
| 2024 | 1 | 490 | $416M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Davenport & Company LLC Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Davenport & Company LLC Profit Sharing Plan by total assets, not by location.
- Acco Brands Corporation 401(k) Plan (IL) $316M · 1,815
- Pure Storage, Inc. 401(k) Plan (CA) $317M · 2,966
- Stripe, Inc. 401(k) Plan (CA) $317M · 4,637
- The Broad Institute, Inc. 401(k) Retirement Plan (MA) $316M · 2,033
Frequently Asked Questions
How did Davenport & Company LLC Profit Sharing Plan assets move in 2022? ▼
How have Davenport & Company LLC plan assets changed over time? ▼
Where does Davenport & Company LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for Davenport & Company LLC Profit Sharing P…
Scale reading
Ways to act on Davenport & Company LLC Profit Sharing Plan's numbers.
- By total assets, Davenport & Company LLC Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Davenport & Company LLC's sponsor-wide assets have grown 31.7% since 2022 across 3 plan years on file. More Finance & Insurance plans