401(k) · DOL Form 5500 · 2022
Davenport & Company LLC 401(k) Plan
Data updated 2026-08-25
- $316M
- Total assets Above avg plan size
- 471
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $671,345
- Avg per participant High balance/head
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.
- #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.
- #8,756
- in Finance & Insurance (9,261 peers)
- -18.3%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
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.
Davenport & Company LLC Profit Sharing Plan's outsized position 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 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 & Company LLC Profit Sharing Plan sits mid-pack in the medium band (471 participants).
Plan-year Form 5500 strip
Filing strip 541835842 · Davenport & Company LLC PY 2022 · 401(k)
Davenport & Company LLC Profit Sharing Plan · $316M · 471 · 97th
- PHOTO $316M
- PHOTO 471
- PHOTO 97th
- PHOTO 401(k)
- PHOTO near Acco Brands Corporation 401(k) Plan
- PHOTO ind #8756
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 Finance & Insurance retirement plans → · Plans in Virginia →
Davenport & Company LLC Profit Sharing Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Davenport & Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $416M 31.67631120886058% vs 2022
- 2024 filing year
| 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.
- 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
Davenport & Company LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Acco Brands Corporation 401(k) Plan in IL ($316M); by covered participants it is Wireco Worldgroup, Inc. 401(k) Savings Plan in KS (471 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($316M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (471 participants); asset peers above are excluded.
- Wireco Worldgroup, Inc. 401(k) Savings Plan (KS) 471 · 0 off
- Earl W. Colvard, Inc. Savings Plan (FL) 471 · 0 off
- Parkway Products, LLC Thrift Savings 401(k) Plan (GA) 471 · 0 off
- The Pga of America 401(k) Retirement Plan (FL) 471 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.