401(k) · DOL Form 5500 · 2022

M. Davis & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
413
Participants Below avg headcount
87th
Percentile by assets National rank
$103,370
Avg per participant Below avg balance/head
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Official DOL plan name: M. Davis & Sons, Inc. 401(k) Plan · Sponsored by M. Davis & Sons, Inc. · Pennsylvania · Construction

$43M in assets, 413 participants

M. Davis & Sons, Inc.'s M. Davis & Sons, Inc. 401(k) Plan reported $43M in total assets and 413 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,438 in Construction (9,927 peers)

Where M. Davis & Sons, Inc. 401(k) Plan sits by assets

M. Davis & Sons, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 413 participants (~$103,370/participant), down 18.8% in 2022.

#8,438
in Construction (9,927 peers)
-18.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M. Davis & Sons, Inc. 401(k) Plan's outsized position by total assets

M. Davis & Sons, Inc. 401(k) Plan vs every filed plan by assets

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

$42,691,964 Top 13% higher than 87% 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

M. Davis & Sons, Inc. 401(k) 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. M. Davis & Sons, Inc. 401(k) Plan sits mid-pack in the medium band (413 participants).

EBSA filing schedule strip

Filing strip 510343859 · M. Davis & Sons, Inc. PY 2022 · 401(k)

M. Davis & Sons, Inc. 401(k) Plan · $43M · 413 · 87th

  • NET $43M
  • NET 413
  • NET 87th
  • NET 401(k)
  • NET near Afge Employees 401(k) Plan
  • NET ind #8438

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 Construction retirement plans → · Plans in Pennsylvania →

M. Davis & Sons, Inc. 401(k) Plan in the asset neighbourhood

Korean Air Lines Co., Ltd. 401(k) Retirement PlanKorean Air Lines Co., Ltd. 4…$43MM. Davis & Sons, Inc. 401(k) PlanM. Davis & Sons, Inc. 401(k)…$43MAfge Employees 401(k) Plan$43MGerald Champion Regional Medical Center 401(k) PlanGerald Champion Regional Med…$43MCousins Properties Retirement Savings PlanCousins Properties Retiremen…$43M
End-of-year total assets ($M) among M. Davis & Sons, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$43M
Net Income-$10M
Employer EIN510343859
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M. Davis & Sons, Inc.)

Sponsor-wide plan assets over time

All M. Davis & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 16.406759829554808% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.7M $49.7M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 413 $43M
2023 1 420 $49M
2024 1 424 $50M

Nearby 401(k) Plans in Pennsylvania

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

M. Davis & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants M. Davis & Sons, Inc. 401(k) Plan, Total assets ($B): 0.042691964 · Participants: 413M. Davis & Sons, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
M. Davis & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

M. Davis & Sons, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Afge Employees 401(k) Plan in DC ($43M); by covered participants it is Pexco LLC Retirement Savings Plan in GA (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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 M. Davis & Sons, Inc. 401(k) Plan assets move in 2022?
M. Davis & Sons, Inc. 401(k) Plan declined sharply - down 18.8% during 2022, from $53M to $43M. Reported net income was -$10M.
How have M. Davis & Sons, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), M. Davis & Sons, Inc.'s sponsor-wide assets grew 16.4%, from $43M to $50M.
Where does M. Davis & Sons, Inc. 401(k) Plan rank by assets among Form 5500 filers?
M. Davis & Sons, Inc. 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to M. Davis & Sons, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Afge Employees 401(k) Plan in DC ($43M, 371 participants).
Which 401(k) plans cover a similar participant headcount to M. Davis & Sons, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Pexco LLC Retirement Savings Plan in GA (413 participants, $28M in assets).