401(k)
2022 plan-year 401(k) DOL Form 5500

Davison Design & Development 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Davison Design & Development · Pennsylvania · Professional & Technical Services

What the 2023 filing shows

Davison Design & Development 401(k) Profit Sharing Plan & Trust holds $2M for 264 participants — about $9,296 per participant, down 8.3% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
264
covered participants
$9,296
avg assets per participant
-8.3%
assets change YoY

The plan reported a net loss of $213K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
264
State
Industry
Professional & Technical Services

What the Filing Says About Davison Design & Development 401(k) Profit Sharing Plan & Trust

Davison Design & Development 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Davison Design & Development, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 264 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 232577641, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2022 to $2M at year-end — a decline of 8.3%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-212,537 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-212,537
Plan Type401(k)
Employer EIN232577641
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davison Design & Development)

Year Plans Participants Total Assets
2022 1 264 $2M
2023 1 265 $3M
2024 1 280 $4M

Nearby 401(k) Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the Davison Design & Development 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, Davison Design & Development 401(k) Profit Sharing Plan & Trust holds $2M in total assets with 264 participants. It is sponsored by Davison Design & Development.
What type of plan is Davison Design & Development 401(k) Profit Sharing Plan & Trust?
Davison Design & Development 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 232577641.
Who sponsors the Davison Design & Development 401(k) Profit Sharing Plan & Trust?
Davison Design & Development 401(k) Profit Sharing Plan & Trust is sponsored by Davison Design & Development, located in Pennsylvania. The sponsor's EIN is 232577641 and the plan operates in the Professional & Technical Services industry.
How did Davison Design & Development 401(k) Profit Sharing Plan & Trust perform in 2022?
Davison Design & Development 401(k) Profit Sharing Plan & Trust declined by 8.3% during 2022, moving from $3M to $2M in total assets. Net income was $-212,537.
Where can I find official filings for Davison Design & Development 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Davison Design & Development 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232577641 or plan name at efast.dol.gov.
How does Davison Design & Development 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Davison Design & Development 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 232577641.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.