401(k) · DOL Form 5500 · 2022
Davis Partnership, P.C. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 180
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $103,595
- Avg per participant Below avg balance/head
Official DOL plan name: Davis Partnership, P.C. 401(k) Plan · Sponsored by Davis Partnership, P.C. · Colorado · Professional & Technical Services
$19M in assets, 180 participants
Davis Partnership, P.C.'s Davis Partnership, P.C. 401(k) Plan reported $19M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #16,457 in Professional & Technical Services (21,562 peers)
Coverage in Colorado
Davis Partnership, P.C. 401(k) Plan covers 180 participants in Colorado, about 48% of the average Colorado filer (state average ~376 per filing). Assets: $19M.
- #16,457
- in Professional & Technical Services (21,562 peers)
- -14.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Davis Partnership, P.C. 401(k) Plan's outsized position by total assets
Davis Partnership, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,647,188 Top 24% higher than 76% 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 Partnership, P.C. 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. Davis Partnership, P.C. 401(k) Plan sits mid-pack in the medium band (180 participants).
EBSA filing schedule strip
Filing strip 840633105 · Davis Partnership, P.C. PY 2022 · 401(k)
Davis Partnership, P.C. 401(k) Plan · $19M · 180 · 76th
- BOY $19M
- SCH 180
- EBSA 76th
- PART 401(k)
- TYPE near Capital Bank 401(k) Plan
- NET ind #16457
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 Colorado →
Davis Partnership, P.C. 401(k) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$3M |
| Employer EIN | 840633105 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Davis Partnership, P.C.)
Sponsor-wide plan assets over time
All Davis Partnership, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 30.737916086865212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $19M |
| 2023 | 1 | 195 | $22M |
| 2024 | 1 | 178 | $24M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Davis Partnership, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Capital Bank 401(k) Plan in MD ($19M); by covered participants it is Severson Group 401(k) Plan in CA (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Capital Bank 401(k) Plan (MD) $19M · 274
- Teads, Inc. 401(k) Plan (NY) $19M · 301
- 403(b) Thrift Plan for Employees of Pittsburgh Care Partnership, Inc. (PA) $19M · 476
- Enviroissues 401(k) P/S Plan (WA) $19M · 105
Similar participant headcount
Nearest other-state filings by covered participants (180 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.