401(k) · DOL Form 5500 · 2022

D.a. Davidson Companies 401(k) Plan

Data updated 2026-08-25

$422M
Total assets Above avg plan size
1,507
Participants Near avg headcount
98th
Percentile by assets National rank
$279,831
Avg per participant High balance/head
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Official DOL plan name: D.a. Davidson Companies Retirement Savings and Profit Sharing Plan · Sponsored by D.a. Davidson Companies · Montana · Finance & Insurance

$422M in assets, 1,507 participants

D.a. Davidson Companies's D.a. Davidson Companies Retirement Savings and Profit Sharing Plan reported $422M in total assets and 1,507 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,854 in Finance & Insurance (9,261 peers)

Coverage in Montana

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan covers 1,507 participants in Montana, 5.6x the typical Montana plan (state average ~271 per filing). Assets: $422M.

#8,854
in Finance & Insurance (9,261 peers)
+18.7%
assets growth YoY
4.2×
vs typical plan assets (national mean)

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan's outsized position by total assets

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan vs every filed plan by assets

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

$421,705,773 Top 2% higher than 98% 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

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D.a. Davidson Companies Retirement Savings and Profit Sharing Plan lands in the large band (1,507 participants).

Form 5500 schedule snapshot

Filing strip 810439153 · D.a. Davidson Companies PY 2022 · 401(k)

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan · $422M · 1,507 · 98th

  • VS-ST $422M
  • BOY 1,507
  • SCH 98th
  • EBSA 401(k)
  • PART near Information Resources, Inc. 401(k) Retirement Savings Plan
  • TYPE ind #8854

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 Montana →

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan in the asset neighbourhood

Kuehne & Nagel 401(k) Plan$422MSavings and Investment Plan of Armstrong World Industries, Inc.Savings and Investment Plan …$422MD.a. Davidson Companies Retirement Savings and Profit Sharing PlanD.a. Davidson Companies Reti…$422MInformation Resources, Inc. 401(k) Retirement Savings PlanInformation Resources, Inc. …$422MFresenius Kabi USA, LLC Savings & Ret PlanFresenius Kabi USA, LLC Savi…$421M
End-of-year total assets ($M) among D.a. Davidson Companies Retirement Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$355M
Net Assets (End of Year)$422M
Net Income$65M
Employer EIN810439153
Plan Effective Date1964-12-28
Filing StatusFILING RECEIVED

Sponsor Plan History (D.a. Davidson Companies)

Sponsor-wide plan assets over time

All D.a. Davidson Companies plans reported in each filing year

Latest sponsor-wide plan assets
$798M 47.653124861464605% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $541M $798M ▲ +47.7%
Year Plans Participants Total Assets
2022 2 2,875 $541M
2023 2 3,054 $693M
2024 2 3,138 $798M

Nearby 401(k) Plans in Montana

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

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 10002000300040005000 340360380400420440 Total assets ($M) Participants D.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings PlanWashington Companies 401(k) Retirement Savings Plan, Total assets ($M): 351.97038 · Participants: 2223Washington Companies 401(k) Retirement Savings Plan
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare D.a. Davidson Companies Retirement Savings and Profit Sharing Plan side-by-side with 3 peers →

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Information Resources, Inc. 401(k) Retirement Savings Plan in IL ($422M); by covered participants it is Magnum, Ltd. 401(k) Plan in ND (1,507 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,507 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 D.a. Davidson Companies Retirement Savings and Profit Sharing Plan assets move in 2022? ▼
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan grew sharply - up 18.7% during 2022, from $355M to $422M. Reported net income was $65M.
How have D.a. Davidson Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D.a. Davidson Companies's sponsor-wide assets grew 47.7%, from $541M to $798M.
Where does D.a. Davidson Companies Retirement Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to D.a. Davidson Companies Retirement Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Information Resources, Inc. 401(k) Retirement Savings Plan in IL ($422M, 2,861 participants).
Which 401(k) plans cover a similar participant headcount to D.a. Davidson Companies Retirement Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Magnum, Ltd. 401(k) Plan in ND (1,507 participants, $27M in assets).

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 810439153.

Read our methodology - how this data is sourced, computed, and verified.

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