401(k) · DOL Form 5500 · 2022
Davis Davis and Associates 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $389,403
- Avg per participant High balance/head
Official DOL plan name: Davis Davis and Associates Retirement Plan · Sponsored by Davis Davis and Associates · Pennsylvania · Professional & Technical Services
$3M in assets, 7 participants
Davis Davis and Associates's Davis Davis and Associates Retirement Plan reported $3M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #7,710 in Professional & Technical Services (21,562 peers)
Davis Davis and Associates multi-year trail
Davis Davis and Associates's plans moved +37.9% in assets from 2022 to 2024; this filing shows Davis Davis and Associates Retirement Plan at $3M / 7 participants.
- #7,710
- in Professional & Technical Services (21,562 peers)
- -9.5%
- assets change YoY
The plan reported a net loss of $287K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Davis Davis and Associates Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Davis Davis and Associates Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,725,820 39th percentile higher than 39% 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 Davis and Associates Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis Davis and Associates Retirement Plan is a micro filing (7 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 251443981 · Davis Davis and Associates PY 2022 · 401(k)
Davis Davis and Associates Retirement Plan · $3M · 7 · 39th
- PHOTO $3M
- PHOTO 7
- PHOTO 39th
- PHOTO 401(k)
- PHOTO near Portock Bye & Co Profit Sharing Plan
- PHOTO ind #7710
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 Pennsylvania →
Davis Davis and Associates Retirement Plan in the asset neighbourhood
Davis Davis and Associates multi-year asset trail
Sponsor-wide plan assets over time
All Davis Davis and Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 37.942050465547986% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $3M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 8 | $4M |
Davis Davis and Associates filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$287K |
| Employer EIN | 251443981 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Davis Davis and Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Portock Bye & Co Profit Sharing Plan in NJ ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.